FinanceCRM

Insurance Broker CRM

A specialized CRM designed for insurance brokers to manage policies, renewals, and client communications.

ClientGlobalSure Insurance

TechnologiesReact, Node.js, PostgreSQL, Twilio

01The Challenge

Brokers missing policy renewal dates and losing clients due to scattered data across emails and spreadsheets.

Custom CRM with automated renewal reminders, policy document management, and integrated communication logs.

Policy retention rate increased to 94%. Broker productivity increased by 35%.

ReactNode.jsPostgreSQLTwilio