A planner for insurance agents
Keep customers, prospects, policies and appointments in one place, with reminders for birthdays and premium due dates, on both your phone and computer.
Common problems
Customer details everywhere
Numbers in your phone, policies in a folder, meetings in a calendar, and you search three places to find anything.
Missed premium reminders
Every policy has its own payment cycle. Forget a reminder and the policy is at risk of lapsing.
Prospects slipping away
Leads come from all over, but notes on what you discussed don't get written down, so follow-ups go cold.
Software that helps
Insurance Agent Planner
Customers, policies and appointments in one place, with reminders for birthdays and premium due dates
Learn more →
Frequently asked questions
How do premium reminders work?
Due dates are worked out from each policy's start date and payment cycle, and policies coming due show on the home screen.
Can I use it on my phone while meeting customers?
Yes. Use it in your phone's browser, and on a computer with the same account.
Can I keep customers and prospects apart?
Yes. Customers and prospects are kept separately, searchable by name, nickname or phone, with a note of where each lead came from.
Need something built for your business?
If ready-made software doesn't fit the way you work, our team builds systems to order. Services →