360 degree client profiles
Policies, vehicles, plates, payments, documents and notes for every client on one page.
Policy CRM
The Insurance Policy CRM Your Agents Will Actually Use
See each client's policies, vehicles, payments, documents and history on one screen. RegiManager's policy CRM flags renewals, catches duplicate clients and tells the right agent when something changes.
Features
Policy CRM Features That Save Hours Every Day
Policy lifecycle tracking
Quotes, bound policies, endorsements, cancellations and renewals with full transaction history.
Duplicate client detection
Smart name matching warns before the same client is entered twice.
Smart notifications
Owners, managers and agents are alerted to endorsements, cancellations and renewals that need action.
Search & filters
Find any policy by client, number, carrier, wholesaler, stage or date in seconds.
Client mobile app
Clients view their policies and documents from their phone, which cuts down on calls to your office.
WHY REGIMANAGER
Built for real offices, not generic sales teams
- ✓ Policies CRM table with carrier and wholesaler at a glance
- ✓ Renewal radar for policies coming due
- ✓ Role-based access so agents only see what they should
- ✓ Activity and audit logs on every change
FAQ
Policy CRM questions, answered
What is an insurance policy CRM?
It is a client relationship system designed around insurance policies. Instead of generic contacts, it tracks each client's policies, renewals, payments and documents.
Will it remind us about renewals?
Yes. Upcoming renewals and expiring policies appear on the renewal radar, and automatic reminders can go out to clients.
Can clients see their own policies?
Yes. Clients can sign in to the RegiManager client app to view their policies and documents.
Is client data secure?
Data is encrypted in transit, access is role based and every change is written to an audit log.
One Platform
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Get Started
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Free trial, white-glove data migration and a team that knows DMV and insurance work.