Built around the policy, not bolted onto a contact.

Most agency CRMs treat a policy as a note attached to a person. This one treats renewals, carrier appointments, commissions and households as records in their own right, on the pipelines an insurance book actually runs.

Request trial access See what it tracks

Record types

201

Fields

Pipelines

Stages

Ten record types, each one queryable on its own

Not custom fields buried inside a contact record. Every one of these can be filtered, reported on and automated against directly.

Insurance Policies

Policy lifecycle, carrier, renewal date, premium, compensation and enrollment status on one record.

Carrier Catalog

Which carriers you can write, in which product lines, in which states, and whether the integration is ready.

Commission Transactions

First-year, renewal, referral and chargeback entries in one ledger, reconcilable against the carrier statement.

Carrier Appointments

Writing numbers and state authority per agent, with expiry dates that surface before they lapse.

Quotes and Enrollments

Quote to application to enrollment as a tracked lifecycle, not a status field someone forgets tochange.

Households

Primary contact and dependents linked, so a family renews as a household rather than as five unrelated people.

Referral Partners

Customer, licensed-agent and clinic referral sources kept apart, because they pay out differently.

Referral Payments

Earnings, payment schedule and payout history. What is owed, what has cleared, and when.

Document Registry

Status, signature, expiration and retention for every document, so compliance is a query rather than an excavation.

AI Action Audits

Every automated decision, what it executed, what resulted, and which human approved it. Nothing acts unlogged.

Eleven pipelines, because a Medicare enrollment is not a commercial renewal

Each line of business moves through different stages at a different pace. Forcing them onto one board is how agencies lose track of what is in play.

Insurance Sales and Enrollment10 stages

Policy and Renewal Management7 stages

Medicare T65 and Annual Review8 stages

ACA Eligibility and Enrollment8 stages

Life and Annuity Sales8 stages

Carrier Commission Reconciliation8 stages

Carrier Appointment and Contracting8 stages

Referral Partner and Rewards6 stages

Agency Recruiting and Onboarding8 stages

Integration and SaaS Readiness6 stages

Marketing6 stages

See it against your own book

Tell us the lines you write and the carriers you are appointed with, and we will walk the pipelines that match.

Request trial access

Commercial Insurance CRM · preview environment. Records shown are synthetic. No customer data, messaging or payment service is connected.

DFW Insurance Brokers provides software for licensed insurance professionals. Nothing on this site is an offer or solicitation of insurance, and no figure shown binds coverage.