CRM
A pipeline built for insurance
The pipeline follows how a policy actually gets sold. It keeps the work moving through insurance stages instead of asking producers to translate generic B2B deal stages.
The nucleus
The CRM is not a module. It is the center.
Every lead, every household, every conversation, and every policy live on one record. The rater and the management system are views onto it.
CRM
One record per household
Every policy, quote, document, call, and message stays on a single timeline. The coverage they declined stays there too, where it can matter later.
Household recordLakeshore Insurance Group
Renewal dueM. Alvarez · R. WhitfieldMI / TX
- Lead createdM. Alvarez household added to Lakeshore Insurance Group.
- QuotedR. Whitfield quote attached to the same record in MI.
- BoundAUT-4471-88 bound with D. Okafor as the service owner.
- Endorsement addedCoverage change recorded against HOM-2210-07 in AZ.
- Payment receivedPayment received for the $1,284.00 current premium.
- Renewal dueAUT-4502-13 renewal due in TX; next review is ready.
CRM
Leads in from anywhere
Lead vendors, web forms, inbound calls, and walk-ins all arrive on the same record. Source is captured on arrival, before the first follow-up.
CRM
Cost per bound policy, not cost per click
Most agencies know what a lead costs. Fewer know what a bound policy costs, by vendor, by state, by producer. BindIQ tracks the lead from purchase through to bound premium, so you can stop buying the source that only produces phone calls.
CRM
The record keeps the work moving.
The rest of the CRM follows the same rule: keep the next action, the next opportunity, and the history that explains it on the record.
- Assignment and distribution rules
- Route leads across producers, branches, and agencies by rule rather than by whoever picks up. The record carries the assignment with it.
- Follow-up that keeps running
- Tasks, reminders, and cadences keep working after the first no. The next action stays attached to the record.
- Cross-sell triggers
- An auto client with no home policy is a list, not a hunch. The record shows where the next coverage conversation belongs.
- Win-back on lapsed and cancelled
- The book you already paid to acquire stays available for the next conversation. Lapsed and cancelled policies do not disappear from view.
- Reviews and referrals
- Ask at the moment the customer is happiest. The record already knows when that moment has arrived.
See it on your own book.
Bring a handful of your policies and a state you write in. We will walk through rating, the record, and the renewal list.
Request a demo