A CRM built for insurance agents, not adapted from one.

Name: Insurance Agent CRM
Availability: InStock
Author: DigiBread Advertising

Below is the screen a insurance agent opens on each morning. The modules down the left, the figures and the job stages are the ones we would build for you.

abc-insurance-agent.crm Demo

ABC Insurance Agent

Dashboard

This month + New

Active clients

148

Due this week

Docs pending

Billed YTD

₹41L

New 2

Enquiry — A. Shah

Assigned

Enquiry — M. Patel

Assigned

In progress 2

Job — R. Desai

Assigned

Job — S. Mehta

Assigned

Completed 2

Done — K. Joshi

Assigned

Done — P. Rao

Assigned

Recent activity

New enquiry received 2 min ago

Reminder sent to 24 customers 1 hour ago

Invoice generated 3 hours ago

Record updated Yesterday

Sample figures. The modules and fields are the ones we would build for a insurance agent.

What this replaces

Chasing clients for documents
Deadlines across three spreadsheets
No record of advice given
Unclear who owns what

Send this to my inbox

Both demo links and the module list for a insurance agent, so you can show someone else or come back to it later. One email, sent now.

Your name

Phone (optional)

Email address

Email me this, and occasionally send work you think a insurance agent would find useful. Every email has a one-click removal link.

We do not sell or pass on addresses. Read the privacy policy.

Like what you see?

We'll build this for your insurance agent.

This CRM demo took us three days. A working version for your business takes about two weeks — designed, built, hosted and handed over, with the printing to match.

WhatsApp us Request a quote +91 99243 43037

Sound familiar?

Chasing clients for documents
Deadlines across three spreadsheets
No record of advice given
Unclear who owns what

Built by DigiBread Advertising, Vadodara — branding, websites, CRM, social, SEO and printing.