Custom agency implementation done right
Get an Insurance CRM solution tailored specifically to your agency. Our insurance-specialized team handles everything from setup to training.
Agency implementation services
Comprehensive services to get your agency up and running with a perfectly configured system.
Agency Configuration
We configure Insurance CRM to match your agency workflows, commission structures, and line of business requirements.
- Custom policy fields
- Commission split rules
- Renewal workflows
- Producer setup
- Team hierarchies
Carrier Integrations
Connect Insurance CRM with your carriers for real-time data synchronization and automated downloads.
- IVANS downloads
- Real-time rating
- Policy sync
- Claims integration
- Document retrieval
Team Training
Comprehensive training ensures your CSRs, producers, and managers adopt the system quickly and effectively.
- Producer training
- CSR workshops
- Manager dashboards
- Custom documentation
- Ongoing coaching
Agency Reporting
Custom reports and dashboards that surface the metrics most important to agency growth and profitability.
- Book of business reports
- Commission dashboards
- Renewal forecasts
- Producer performance
- Carrier analytics
Our implementation process
A proven methodology designed specifically for insurance agencies.
Agency Discovery
1-2 hoursWe deep-dive into your agency structure, carrier relationships, commission arrangements, and growth goals.
Solution Design
2-3 daysOur insurance specialists create a detailed implementation plan tailored to your agency needs.
Build & Configure
1-2 weeksWe build your custom Insurance CRM setup with all configurations, integrations, and automations.
Data Migration
2-3 daysComplete migration of policies, clients, commissions, and documents from your existing system.
Training & Launch
1 weekHands-on training for your entire team followed by a supported go-live with our experts on standby.
Get a custom quote
Tell us about your agency and we'll provide a tailored implementation proposal.