A CRM built for insurance agencies
A policy and renewal CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for independent agencies, then customize renewals, cross-sell, and carrier tracking to your workflow.
Sound familiar?
- Per-seat agency CRMs get costly across producers, CSRs, and account managers.
- Generic CRMs don't model renewal dates, policy terms, or carrier of record.
- Client and policy data sits on a vendor's servers under their terms.
Your Insurance agencies preset, ready on day one.
Start from a configuration built for insurance agencies. Customize anything beyond it.
- Client and policy record types with effective and renewal dates
- Renewal review and remarketing task templates
- Pipeline from quote to bound policy
How it works in practice.
Never miss a renewal
Each bound policy carries its renewal date, and a review task fires ahead of the term so nothing lapses or auto-renews unreviewed.
Cross-sell the monoline client
A client with one auto policy and no home coverage surfaces as a cross-sell task, so the household account grows instead of staying single-line.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Carrier of record is a field on the policy record, and you can extend it with policy number, premium, and commission.
- No. It's flat-priced with unlimited users, cloud or self-hosted, covering the whole agency, producers and service staff alike.
Can I track which carrier holds each policy?
Do I pay per producer or CSR?
The renewal is the business, and so is the second policy
An insurance agency lives and dies by two dates: the day a policy binds and the day it comes up for renewal. Between them sits the real work, the annual review, the remarketing when a carrier hikes rates, and the cross-sell that turns a monoline auto client into a home-and-auto household. Generic CRMs treat all of that as a flat contact list. They don't know what a renewal date is, they can't tell a bound policy from an open quote, and they bill you per producer and per CSR as the agency grows.
The Nanobox insurance preset starts you with client and policy record types that carry effective and renewal dates, renewal-review and remarketing task templates, and a pipeline from quote to bound policy. When a policy binds, its renewal date rides along, and a review task fires ahead of the term so a book of business doesn't quietly lapse or auto-renew at a rate nobody checked. A client carrying a single line shows up as a cross-sell opportunity instead of hiding in a spreadsheet.
Whether you run it in our cloud or self-host with full source, client and policy data stays under your control, which matters when you hold people's coverage details and carrier records. Renewal cadence, policy fields, and pipeline stages are all editable, and it's flat-priced with unlimited users, so adding a producer or a service rep never raises the bill. See pricing or explore the CRM.
Start your insurance agencies CRM free.
Start from the insurance agencies preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.