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Insurance agency

CRM for insurance agencies, from the first quote to the next renewal

Quotes, policies, renewals and claims each get a list, and every quote request is a deal on one board.

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The Insurance agency deals board · example data
  1. 01New lead
  2. 02Quoting
  3. 03Quote presented
  4. 04Application
  5. 05Bound
  6. 06Lost

A week of quotes and renewals

  • A quote request is a line and a date.

    The deal says which line (auto, home, renters, life, health, commercial or umbrella) and the date their current policy runs out. On the client you keep the current carrier, how many drivers are in the household and how they prefer to be reached.

  • Quotes are comparisons.

    Each quote keeps the carrier, the premium, the coverage limits, the deductible, the date it is good until and where it stands from requested to bound. You can see what you presented and what they said.

  • The book is half policies and half renewals.

    A policy holds the number, line, carrier, effective and expiration dates, annual premium, pay plan, commission and status, with the declarations page attached. A renewal holds the date, the current and renewal premium, whether you will remarket it and where it stands from coming up to renewed or lost.

  • A claim is a client who is worried.

    A claim keeps the policy and claim numbers, the date and type of loss, the adjuster and their number, the amount claimed, what happened and the documents. Ask Cybie for a client's open deals or tasks; it drafts any change and asks before it saves.

Your lists, and what each is for

Insurance agency adds these lists to the Clients, Companies, Deals, Tasks and Notes you already have.

  • Policies

    Use it for every policy you write, with the dates and the premium.

    • Policy number
    • Line
    • Carrier
    • Expiration date
    • Annual premium
    • Status

  • Insurance quotes

    Use it when you shop a client's coverage, so each carrier's number is side by side.

    • Line
    • Carrier
    • Premium
    • Coverage limits
    • Deductible
    • Status

  • Renewals

    Use it ahead of each renewal date, to decide whether to keep the policy or go to market.

    • Policy number
    • Renewal date
    • Current premium
    • Renewal premium
    • Remarket
    • Status

  • Claims

    Use it when a client reports a loss, from the first report to closed.

    • Claim number
    • Date of loss
    • Type of loss
    • Adjuster
    • Amount claimed
    • Status
See every field4 lists, 40 fields

Fields on each list

Policies

  • Policy number · Text
  • Line · DropdownAuto, Home, Renters, Life, Health, Commercial, Umbrella
  • Carrier · Text
  • Effective date · Date
  • Expiration date · Date
  • Annual premium · Money
  • Pay plan · DropdownPaid in full, Monthly, Quarterly, Semi-annual
  • Commission · Money
  • Status · DropdownBound, Active, Pending cancel, Cancelled, Expired
  • Declarations page · Files & photos

Insurance quotes

  • Line · DropdownAuto, Home, Renters, Life, Health, Commercial, Umbrella
  • Carrier · Text
  • Premium · Money
  • Coverage limits · Text
  • Deductible · Money
  • Quoted on · Date
  • Good until · Date
  • Status · DropdownRequested, Quoted, Presented, Bound, Declined

Renewals

  • Policy number · Text
  • Renewal date · Date
  • Current premium · Money
  • Renewal premium · Money
  • Remarket · Yes / No
  • Status · DropdownComing up, Reviewed with client, Renewed, Moved carrier, Lost

Claims

  • Policy number · Text
  • Claim number · Text
  • Date of loss · Date
  • Type of loss · DropdownAuto accident, Theft, Fire, Water, Wind / hail, Liability, Other
  • Adjuster · Text
  • Adjuster phone · Phone
  • Amount claimed · Money
  • Status · DropdownReported, Adjuster assigned, In review, Paid, Denied, Closed
  • What happened · Paragraph
  • Documents · Files & photos

Extra fields on what you already have

On Clients

  • Current carrier · Text
  • X-date · Date
  • Drivers in household · Number
  • Preferred contact · DropdownCall, Text, Email

On Deals

  • Line · DropdownAuto, Home, Renters, Life, Health, Commercial, Umbrella
  • X-date · Date

Where new work comes from

A form on your website and a page where customers book. Both are set up in Settings.

Starts like this

The first minutes, as they go when you sign up.

  1. Step 1: Pick Insurance agency

    One step adds 4 lists, 40 fields and 6 deal stages. Anything you already have is left alone.

  2. Step 2: Add sample records, if you like

    10 policies, 9 insurance quotes, 9 renewals and 7 claims. Around them, a made-up business: clients, companies, deals in every stage, tasks, appointments and notes. All made up, so the Home page, board, lists and reports have something to show on day one. One button removes every sample.

  3. Step 3: Add your first client

    Add the person who asked for a quote, then put a deal on them in New lead.

  4. Step 4: Start the trial

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What stays the same

Other industries

Don't see your trade? Start without a template and make your own lists and fields. They work the same way. See all templates.

Try CybrRM set up for insurance agency

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