? Streamline Your Insurance Business with Our All-in-One CRM App
Whether you're an individual agent or managing a growing insurance team, our app is designed to simplify lead management, automate follow-ups, and supercharge your productivity—all from your mobile device.
? Key Features:
✅ Lead Management
Track, organize, and manage all your insurance leads in one place. Easily assign leads to team members, update lead status, and follow every stage of the customer journey.
✅ Appointment & Follow-Up Tracking
Create appointments and follow-ups for your leads. Get reminders so you never miss a touchpoint. Build better relationships with prospects.
✅ Team Access
Admins can invite and manage team members, delegate tasks, and monitor progress in real-time. Improve collaboration across your insurance network.
✅ Marketing Banners with Branding
Get access to a wide range of ready-made marketing banners. Auto-personalize them with your company name and contact info—perfect for social media and client outreach.
✅ Upload & Download Reports
Easily upload or download reports for leads, employees, or performance. Keep your data organized and accessible anytime, anywhere.
✅ Profile & Branding Management
Let users manage their profile, upload a company logo, and personalize their workspace. It’s your business—your way.
? Secure & Reliable
Built on Firebase Authentication
Data stored securely
Role-based access for admins and team members
Manage your entire insurance business on the go. No spreadsheets. No chaos. Just clarity and control—right at your fingertips.
? Download now and simplify your workflow today!