Enterprise Solutions

Built for enterprise insurance

Advanced security, unlimited scalability, and dedicated support for large agencies, carriers, and insurance groups that demand the best.

Trusted by leading insurance organizations

Top 100 AgenciesRegional CarriersMGA NetworksAgency AggregatorsWholesalersInsurance Groups

Enterprise-grade capabilities

Everything large insurance organizations need for secure, scalable operations.

Insurance-Grade Security

SOC 2 Type II certified, HIPAA compliant, with state DOI compliance reporting and audit trails.

Unlimited Scale

Handle millions of policies and thousands of producers with our high-availability infrastructure.

Multi-Agency Support

Manage multiple agencies, clusters, or branches with hierarchical permissions and consolidated reporting.

Data Residency

Keep policyholder data where you need it with regional data centers meeting state requirements.

Carrier Integrations

Dedicated integration team to connect with any carrier, MGA, or wholesale market.

Multi-State Support

Full support for multi-state agencies with state-specific compliance and licensing tracking.

Agency vs Enterprise

See how Enterprise delivers more for large insurance organizations.

Feature
Agency
Enterprise
Producers
Up to 50
Unlimited
Policy storage
100K policies
Unlimited
Carrier integrations
10 carriers
Unlimited
Support response
24 hours
15 minutes
SSO/SAML
Add-on
Included
Multi-branch
No
Yes
Dedicated infrastructure
No
Available
Compliance reporting
Standard
Custom + DOI

White-glove support

Enterprise customers receive our highest level of insurance-specialized support.

24/7 Priority Support

Round-the-clock access to insurance-specialized engineers with 15-minute response SLA.

Dedicated Success Team

Named account manager, agency consultant, and technical architect assigned to your organization.

99.99% Uptime SLA

Enterprise-grade reliability with financial-backed uptime guarantees for mission-critical operations.

Ready for enterprise insurance CRM?

Let's discuss how Insurance CRM Enterprise can meet your organization's unique requirements.