“Birthday & renewal reminders boosted our retention immediately.”
— J. Martin, Medicare Specialist
It’s more than a tool — it’s your partner to Remember, Connect, and Execute.
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Insurance Views
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% Tasks Auto-Generated
0
Devices Supported
0
Days to Onboard
Managing clients shouldn’t be chaos. We solve the most common frustrations.
Information lives in notebooks and spreadsheets.
Birthdays, renewals, and follow-ups slip through the cracks.
Weak tracking stalls your network growth.
Remember. Connect. Execute.
Track every client detail and date so you never forget.
Link families and policies into one powerful view.
Automated To-Dos and proactive notifications keep you ahead.
A suite of tools that simplifies your workflow and grows your business.
Automatic ID creation, status filters, and a single dashboard for all data.
Daily and weekly tasks are generated automatically to keep you on track.
See all 8 policy types at a glance — stop switching screens.
| Feature | Zoho CRM | Notion | Slack | Monday.com | Our CRM |
|---|---|---|---|---|---|
| Insurance Product View | - Requires custom setup |
- Not native |
- Not a CRM tool |
- No specific view |
+ 7 Dedicated views |
| Family Relationship Linking | - Manual effort required |
- Manual effort required |
- Not a CRM tool |
- No specific functionality |
+ Automatic linking |
| Automated Notifications | ~ Requires setup |
~ Manual calendar required |
- Requires separate app |
~ Requires setup |
+ Automated calendar and reminders |
| Product Status Categories | + Requires custom fields |
- Manual tagging |
- Not a CRM tool |
+ Requires custom fields |
+ Automatic classification |
| Ease of Use | Difficult Complex initial setup |
Difficult Requires manual build |
Difficult Requires integrations |
Moderate Template-based |
Intuitive App-like UI |
| Multi-Device (Mobile · Tablet · Web) | ~ Varies by plan/setup |
~ Has apps; limited CRM use |
~ Messaging-first |
~ Template-based apps |
+
Mobile
Tablet
Web
|
| Platform | Key Disadvantage |
|---|---|
| Zoho CRM | Requires extensive customization and technical knowledge to fit insurance workflows. |
| Notion | Lacks native CRM features — users must manually build and maintain structures. |
| Slack | A communication tool, not a CRM; core client management needs a separate app. |
| Monday.com | Not purpose-built for insurance — missing automatic linking and specialized views. |
Tell us your team size and needs — we’ll send a tailored quote.
No spam. We reply within 24 hours.
Yes — customized for insurance agent workflows.
In your Google Workspace (and optionally Firebase/SQL later).
Yes — same UI and functionality across devices.
Stop managing — start selling. Our CRM is easy to set up and works on any device.
Schedule a Consultation