CRM SOFTWARE FOR INSURANCE AGENTS
Leads, policies, and renewals. CRM-shaped for your agency.
Generic CRMs don’t speak insurance. 9DollarCRM does: it renames its core objects to Leads, Policies, Renewals, and Claims, so your pipeline reads the way your agency actually works, and no renewal quietly slips past its date.
- Leads to policies, one pipeline
- Renewal dates that stay visible
- Claims and notes on the record
- Pick insurance at signup: it fits day one
The parts that hurt
You know these already.
A missed renewal is lost commission
Policy details across spreadsheets and inboxes
A claim update no one wrote down
Lead → Policy → Renewal
No more copying the same job into the next app.
The complete workflow for insurance agency, from first contact to payment.
Lead
Capture every enquiry as a lead and move it through a pipeline named the way your agency talks, not generic “deals.”
Policy
Convert a won lead into a policy on the customer record, with documents, notes, and claim history attached.
Renewal
Renewal dates stay tracked and surfaced ahead of time, so commission doesn’t leak because a date slipped.
What runs your day
The information you need, when you need it.
Warm, readable surfaces instead of dense tables. The work stays visible; the detail is one click away.
One policyholder record
Leads, policies, renewals, claims, notes, and documents for a client in one searchable history.
A renewal pipeline
Renewal dates stay visible and sortable so nothing lapses unnoticed.
Your language, not ours
Core objects read as Leads, Policies, Renewals, and Claims, configured the moment you pick insurance.
One plan, the whole workflow
Everything you just saw is in every plan.
No add-ons, no per-seat surprises. Start free for 14 days, bring your data in with a click, and cancel any time with a one-click export.
Frequently asked questions
Common questions from insurance agency businesses. Can’t find what you’re looking for? Chat to our friendly team
The best insurance agency CRM speaks in Policies, Renewals, and Claims rather than generic “deals,” and keeps renewal dates visible. 9DollarCRM is configured for insurance agencies from day one, renaming its core objects to match how your agency actually works, with a 14-day card-free trial.
Also built for
More insurance trades
Ready when you are
Pick insurance agency and watch the app become yours.
Set up in an afternoon. Start free for 14 days, no credit card. Bring your data in with a click.
Get started freeFree for 14 days. No credit card. Cancel in two clicks.