• 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.      

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.

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.    

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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