• The COMPLETE CRM for agents

    The CRM for Insurance Agents

    • Organize all of your leads into a CRM that understands and revolutionizes your business
    • Track prospects, lead opportunities, and automate activities, allowing you to focus more on addressing your customers' needs when they need it.
    • Simple but powerful.  No big learning curves, with all of the tools you need in an intuitive interface. 
    • Desiged for independent insurance agents, brokerages  & teams.
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CRM for Agents

agent-icon.pngGet the CRM that was designed for insurance agents, manage your leads, automate sales and communicate with customers from an intuitive user interface that helps you organize your business.      

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CRM For Agencies

agencies-icon.pngManage your entire agency's leads and business with full control over your teams. Control user access, define carrier availability, and manage lead distribution by a CRM designed for insurance agencies.

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Get Started

financial-firms-icon.pngAre you ready to take your business to the next level?  Get started with CRMbrain to start managing your business!  Get a full tour and then start managing your business with CRMbrain.    

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BGA, Call Center & Agency Read

Have a team?  CRMBrain® is ready for you!  Manage your team from an intuitive interface.  Choose which carriers to quote, integrate with your CRM and increase productivity with our advanced workflow system.

  • Setup your team in just a few clicks and get your sales team quoting instantly.
  • Choose the carriers you prefer to quote and add or remove carriers at anytime with our easy to use My Account dashboard.
  • Quote term, GUL and final expense from a single interface.  No longer do you have to jump back and forth between different websites to find the right policy.
  • Save time, reduce errors, and increase productivity by integrated applications that reduce data entry.
  • Integrated with and customize to your CRM.
  • Software as a Service (SaaS) with the latest cloud insurtech technology

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