Leads, policies, carriers, quotes, commissions and renewals in one system built for commercial lines — not a general-purpose CRM with insurance bolted on the side.
Most CRMs give you a contact and a deal. An agency needs a policy, a carrier, an effective date, a renewal, a commission and a paper trail. Those are first-class records here.
Every policy is its own record — carrier, line of business, effective and expiration dates, premium and status. Renewal escalation starts 90 days out so nothing lapses because someone was on vacation.
Track the carriers you place with, the states you're appointed in, and when each appointment expires — with review tasks before it does.
Log every quote against the account it belongs to, with the status it's actually in. Nothing dies in an inbox or a spreadsheet tab.
Commission transactions tied to the policy that earned them, with referral partners and referral payments kept as their own ledgers.
Group related businesses, owners and contacts so you see the whole relationship instead of one policy at a time.
A document registry with expiration tracking and review workflows, so certificates, licenses and signed forms don't go stale unnoticed.
Calls, texts and email land on the contact record, with consent captured at the point of collection and honored across the system.
Operational lists that answer the only question that matters each morning: what is due today, and who owns it.
Three steps, and the first one is on us.
Your carriers, your lines of business, your pipeline stages and your team's permissions — configured before you log in, not left as homework.
Renewals, open quotes, service requests and expiring documents surface on their own. Producers stop rebuilding the same list every Monday.
Production, retention, commissions and pipeline in one view — the numbers you currently assemble by hand at month end.
Because a generic CRM has no idea what an effective date is. You end up storing policy numbers in the notes field, tracking renewals in a spreadsheet, and reconciling commission statements by hand — which is exactly the work you bought software to stop doing.
We're onboarding a limited number of agencies. Tell us a little about yours and we'll show you the system with your lines of business in it.
Prefer email? Write to [email protected]. We reply to every request from a real person.
DFW Insurance Brokers
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DFW Insurance Brokers provides software for licensed insurance professionals. Nothing on this site is an offer or solicitation of insurance, and quotes or figures produced in the platform are estimates only and do not bind coverage. Only a carrier can bind coverage, and the policy documents issued by the carrier control.
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