CRM SOFTWARE FOR INSURANCE BROKERS
Carriers, policyholders, and pipelines. Built for brokers.
A broker juggles many carriers and many clients. 9DollarCRM keeps prospects, quotes, and placed policies on one pipeline, with every carrier and document tied to the policyholder so nothing gets crossed.
- Prospect to placed policy, one pipeline
- Carriers and documents on the record
- Renewal dates that stay visible
- Pick broker at signup: it fits day one
The parts that hurt
You know these already.
Quotes from three carriers, no single view
A placement detail lost in email
A renewal that slipped past its date
Prospect → Quote → Policy
No more copying the same job into the next app.
The complete workflow for insurance broker, from first contact to payment.
Prospect
Capture prospects and move them through a pipeline named for how you place business.
Quote
Track quotes across carriers on the client record, with documents and notes attached.
Policy
Placed policies live on the policyholder record with renewal dates tracked so nothing lapses.
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 client record
Prospects, quotes, carriers, placed policies, notes, and documents in one searchable history.
A placement pipeline
See every deal’s stage and every renewal date at a glance.
Your language, not ours
Objects read the way a broker works, configured the moment you sign up.
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 broker businesses. Can’t find what you’re looking for? Chat to our friendly team
The best insurance broker CRM tracks prospects, multi-carrier quotes, and placed policies on one pipeline. 9DollarCRM is configured for brokers from day one, with the core objects named the way you place business, and a 14-day free trial that needs no credit card.
Also built for
More insurance trades
Ready when you are
Pick insurance broker 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.