Most CRMs give you a blank pipeline and say "configure it yourself." Ours ships with 5 pre-built, insurance-line-specific CRM modules — pipelines, custom fields, and automations already tuned for how agents sell each line. Launch: pick up to 3. Build + Command: get all 5.
Each module is a full CRM snapshot — not a template. Pipeline stages match the actual sales cycle, custom fields capture the underwriting data, and automations fire at the right moments.
Auto · Home · Umbrella · Renters
Pipeline stages: New Lead → Contact Made → Quoting → Quote Sent → Follow-Up → Closed Won / Lost
Fields include: current carrier, renewal date, drivers, vehicles, dwelling details, prior claims, coverage limits, credit band.
Automations: quote-sent follow-up sequence, renewal reminders 60/30/15 days out, multi-line cross-sell after close.
BOP · Workers Comp · GL · Professional Liability
Pipeline stages: New Lead → Discovery Call → Gathering Info → Quoting → Proposal Sent → Negotiation → Closed Won / Lost
Fields include: industry code (NAICS/SIC), payroll, revenue, prior losses, exposures, policy year, broker of record status.
Automations: ACORD request follow-up, proposal nudges, BOR letter tracking, renewal 90-day sequence.
Term · Whole · Universal · Indexed
Pipeline stages: New Lead → Contact Made → Needs Analysis → Application Started → Underwriting → Policy Issued → Closed Won / Lost
Fields include: beneficiaries, face amount, premium, health class, medical exam status, product type, carrier.
Automations: needs-analysis questionnaire, underwriting stall check-ins, medical exam reminders, policy delivery confirmation.
MA · MAPD · Part D · PDP · ACA Marketplace
Pipeline stages: New Lead → Contact Made → Eligibility Check → Plan Comparison → Enrollment → Confirmation → Active Policy / Closed Lost
Fields include: date of birth, SEP/AEP status, current plan, Rx list, preferred providers, subsidy eligibility, effective date.
Automations: AEP campaign sequences (Oct–Dec), eligibility verification, SOA delivery, enrollment confirmation, retention outreach.
Burial Insurance · Small Whole Life · Pre-Need
Pipeline stages: New Lead → Contact Made → Needs Assessment → Presentation → Application → Underwriting → Policy Issued → Closed Won / Lost
Fields include: age, health conditions, medications, coverage amount, beneficiary, payment method, appointment set.
Automations: appointment confirmation sequences, no-show recovery, simplified-issue routing, application follow-through.
On Launch, you choose the 3 that match your book. On Build + Command, all 5 are deployed.
Up to 3 Modules
During onboarding, you tell us the 3 lines you actually write. We deploy those modules — pipelines, fields, automations — for you in 48 hours.
Typical pick: Personal + Commercial + Life for a P&C agency. Or Medicare + ACA + Final Expense for a health/senior agency.
ALL 5 Modules
Every line is ready, whether you write it today or pick it up next year. No need to upgrade when you expand into Medicare or Final Expense.
Plus: YOU OWN your 11-page website after 12 months of subscription.
ALL 5 Modules
Everything in Build, plus local SEO that makes you the default answer for "insurance near me." Senior account manager, weekly check-ins, 20-lead guarantee.
Every generic CRM makes you configure the fields, build the pipeline, write the automations. You spend 4 weeks setting up what should already exist.
Personal Lines closes in days. Commercial takes weeks with ACORDs and BORs. Life has underwriting. Each module's pipeline stages match reality.
Medicare has SEP/AEP. Commercial has NAICS. Life has face amount and health class. The fields that matter for each line are pre-built.
Renewals for Personal Lines. ACORD follow-up for Commercial. AEP campaigns for Medicare. Appointment recovery for Final Expense. Per-line automations fire at the right moments.
Book a free consultation. Tell us what lines you write. We'll deploy the right modules, configured for your agency, in 48 hours on Launch — or all 5 on Build and Command.