Client & Lead CRM
A lead tracked in a producer's personal notebook is a lead that leaves with the producer. We build the CRM that keeps every prospect and policyholder in the agency's system.
What we build
- Unified pipeline: Every lead and cross-sell opportunity tracked in one board.
- Household view: Every policy a client holds visible in one profile.
- Follow-up automation: Reminders sent automatically so no lead goes untouched.
- Referral tracking: New business attributed back to the referring client.
Implementation scope
The CRM connects to quoting, so a converted lead automatically becomes an active quote in progress.