Software for insurance brokers
A CRM for insurance brokers must do two things: handle quote requests before the competitor, and never let a client reach renewal without a call.
Insurance broker CRM: website requests
Each quote form gets a text reply within a minute asking for the type of insurance and the current renewal date. The request is assigned to the broker who handles it.
The quote pipeline
Request received, quote sent, won or lost: you see where each file stands and which ones have waited too long.
Client referrals
Each client has a referral link. New requests arrive with the name of who sent them, so you can thank them.
Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in CAD, plus GST/HST. See both plans
Your questions
Does it replace our brokerage management system?
No. Policies and carriers stay there. Crescendo handles requests, reminders and referrals.
Does the text give a price?
No. It collects basic information and sets a callback with a broker.
We have several offices.
Each office keeps its address and Google profile, and requests are assigned to the broker who takes them.