Insurance & Financial Advisory CRM
Built for an insurance agency and financial advisory firm, this platform runs their quote-to-bind pipeline, renewals and full client history in one connected book of business.
Insurance & Financial Advisory CRM dashboard.
A book of business scattered across inboxes.
Agents and advisors track renewals in spreadsheets, quotes in email and client history in their heads. A missed renewal date is lost revenue — and no one sees the whole book at once.
Renewals slip through
Without automated reminders, lapsing policies are caught too late to save.
Fragmented client history
Past quotes, claims and conversations live in separate places.
No pipeline visibility
Leadership can't see quote volume, bind rate or forecast in one view.
Everything an agent or advisor touches, in one system.
Six connected modules keep the entire policy lifecycle — from first quote to renewal — on a single record.
Lead & Quote Pipeline
Track every opportunity from intake to bind with stage-by-stage visibility.
Client Records
Full history — policies, claims, documents and notes — on one profile.
Policy Management
Coverage, endorsements and documents versioned and searchable.
Renewal Automation
Automatic reminders and pre-filled renewal quotes before every expiry.
Claims Tracking
Log and follow claims with status visible to the whole team.
Reporting
Live bind rate, premium and forecast dashboards for leadership.
From first enquiry to renewal.
Capture lead
New enquiries land in the pipeline with source and context attached.
Quote
Build and send quotes from reusable templates in minutes.
Bind
Convert to an active policy with documents generated automatically.
Service
Handle endorsements, claims and questions against one record.
Renew
Automated reminders and pre-filled quotes keep the book intact.
What a connected book looks like.
Renewal dates are tracked in a spreadsheet and easy to miss.
Automatic reminders and pre-filled quotes go out before every expiry.
A client's history is scattered across email and sticky notes.
Full policy, claims and conversation history sit on one record.
Leadership has no view of pipeline or bind rate.
Live bind rate, premium and forecast dashboards are always current.
Quotes get built from scratch every time.
Quotes go out from reusable templates in minutes.
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View SolutionNever lose a renewal again.
We will build and customise a version of this shaped around how your business actually runs. Let's map it together on a discovery call.