The Best CRM for Insurance Professionals
Streamline your workflows, enhance client relationships, and boost sales efficiency
Testimonials
“As an insurance agent, I've found the CRM incredibly valuable. It not only organizes my client data seamlessly but also enhances my presentation capabilities. Now, I can deliver compelling proposals with confidence, thanks to its intuitive tools and user-friendly interface.”
Plans and Pricing
Choose from a range of flexible plans tailored to meet your requirements and budget
Whether you're a solo agent or managing a team, we have the perfect package for you.
Basic
PHP1,500
/year/user, billed annually
- Dashboard
- Successful Savings Plan Presentation
- Prospect Management
- Shareable Application Form
- Client Management
- Calendar
- Task Management
- Shareable Market Survey
Pro
PHP2,500
/year/user, billed annually
- Dashboard
- Successful Savings Plan Presentation
- Prospect Management
- Shareable Application Form
- Client Management
- Calendar
- Task Management
- Shareable Market Survey
- Client Birthday SMS
- Own Web Page
- Prospect Mapping
- Sales Kit
- Financial Worksheet Presentation
- Financial Building Blocks Presentation
- Estate Planning Presentation
- Automated Policy Review
Manager
PHP5,000
/year/user, billed annually
- Dashboard
- Successful Savings Plan Presentation
- Prospect Management
- Shareable Application Form
- Client Management
- Calendar
- Task Management
- Shareable Market Survey
- Client Birthday SMS
- Own Web Page
- Prospect Mapping
- Sales Kit
- Financial Worksheet Presentation
- Financial Building Blocks Presentation
- Estate Planning Presentation
- Automated Policy Review
- Team Management
Note: The first 500 users will be upgraded to Pro at no additional cost once released, and 5 lucky winners will receive a 5-year Manager Plan for free.
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