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Your CRM · step 2 of 2

Your CRM — starting from insurance agency

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Here's the fork insurance CRMs get wrong: is your working record the POLICY (you live in renewals and coverage) or the OPPORTUNITY (you live in quoting and closing new business)?

Question 2 of 4

Renewals are the business. Should the CRM open a renewal opportunity automatically at X days before every policy's renewal date?

Question 3 of 4

Should carriers be records — so you can see your book by carrier, track appointments, and know your concentration?

Question 4 of 4

Last one — what does your team call the unit of business? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Personal, commercial, life & health — do they move differently enough to need separate pipelines?

Optional · question 6

Expected vs received commission per policy — in the CRM, or does accounting own it entirely?

Optional · question 7

When a client has a claim, should it be a record — linked to the policy, tracked to resolution — or is that the carrier's problem?

Optional · question 8

Should the CRM flag monoline households — auto without home, home without umbrella — as a worked list?

Optional · question 9

Endorsements, COI requests, address changes — should service work be tickets with owners and due dates?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Insurance agency№ 20260922·draft
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