Never miss a renewal. Never lose a family record.
The CRM built for insurance agents. Open it in the morning and it tells you who to call: overdue follow-ups, renewals, birthdays, and clients about to turn 65.
We move your spreadsheet in for you. No setup on your side.
The real product. Every client shown is sample data.
You didn't get into insurance to fight your CRM
When Medicare-65 hits, you'll already know. Before they call asking.
A missed eligibility date makes a longtime client feel forgotten, and another agent is happy to call them first.
Medicare-65, renewal and RMD dates work themselves out from what's already on file.
Three generations. One family. One record that stays connected.
When a family's policies sit in five separate rows, you miss the cross-sell and the client feels like a stranger every time they call.
Link family members and joint policies, and see the whole household together.
No single spreadsheet has the whole client, so you keep switching between six.
Tabs, old emails and sticky notes mean a client on the phone waits while you hunt for one answer.
One search box finds any client and every policy they hold, on your phone too.
See exactly what you'd be using
These are real screens from the product, filled with sample clients.
Your whole book in one list
Every client, their status on each product line, and how many are prospects, pending or issued, at a glance.
- Search by name, phone, email or address
- Tap a count to see just those clients
One client, every policy
Cancer, health, life and the rest each get their own table with the fields that product actually needs. Nothing is squeezed into "custom field 7".
- All 8 product lines, built in
- Each plan year kept, so renewals have history
Everything a general CRM makes you set up yourself
8 product lines, one view
Life, Medicare, health, annuity, cancer, long-term care, business retirement and group health.
Families & joint policies
Link a household once and every call starts with the whole picture.
Dates that work themselves out
Birthdays, renewals, RMDs and Medicare-65 land on your calendar without you typing them in.
Follow-ups that come back
Recurring to-dos reappear on schedule, so a quarterly check-in never depends on memory.
Status across every line
Issued, pending, prospect, cancelled: see where your whole book stands in one screen.
Works on your phone
The same client book on phone, tablet or desktop, in the browser. Nothing to install.
What changes on day one
| When you need to… | Spreadsheets | Titus Data Labs |
|---|---|---|
| Find a client's full picture | Search across tabs and files | One search, every policy |
| Know who turns 65 soon | Work it out by hand | On your calendar automatically |
| Catch a renewal in time | Hope you remember | Shows up on your Today screen |
| See a whole family | Separate rows, no link | Linked in one household |
| Keep client data private | Anyone with the file sees all of it | Each agent sees only their own book |
Your clients' data stays yours
Even inside the same agency, no other agent can open your clients. We re-test this before every update goes out.
Every login needs a password and a code from your phone. A stolen password alone gets nobody in.
Your book lives in a private database, not a Google Sheet that can be forwarded, copied or left open on a shared drive.
Launch pricing, this year only
Standard: you have to remember. Pro: it reaches out first. Premium: it fills itself in.
Standard
Launch special+ first month free · Ends Dec 31, 2026
- All 8 product lines
- Family & joint policy linking
- Renewal, RMD & Medicare-65 dates, automatic
- Recurring to-dos
- 2-step sign-in + access log
Pro Recommended
Launch special+ first month free · Ends Dec 31, 2026
Save one or two renewals a year and Pro has paid for itself.
- Everything in Standard
- Automated email & notification triggers
- Proactive birthday / renewal / follow-up alerts
- Custom status & workflow automations
- Priority support
Premium Coming soon
Early member priceEarly members keep $99.99 for as long as they stay subscribed. After launch, new members pay $150.
Upload the application. The client and policy are in your CRM.
- Everything in Pro
- Application upload: client & policy filled in for you
- AI features, as each one ships
Need custom fields, a workflow change, or an integration? Tell us. We build what your team actually needs.
Straight answers
How do I get my clients in?
Send us your spreadsheet. We move it in for you, free during the launch offer, and you start the same day with your book already there.
What happens on the demo?
15 minutes. We show you the product with sample clients, look at how you track your book today, and tell you honestly whether it fits.
Where is my data stored?
In a dedicated, private database, not in your Google Workspace. Each agent's book is kept separate so other agents can't see it, and every login needs two-factor authentication.
Does it work on mobile and tablet?
Yes. It runs in the browser on your phone, tablet or desktop. There's no app to install.
See your own book in it, in 15 minutes.
Book a quick demo. If it fits, we move your spreadsheet in and your first month is free.
Book a 15-min demo