CRM for insurance agencies
Policies, expiry dates and renewals — never miss one.
What usually goes wrong
- Expiry dates sit in a spreadsheet and are noticed too late
- Clients renew with another agent
- Previous policies are hard to find
How Pipevale handles it
- ✓Custom fields for policy type, insurer and expiry date
- ✓Automated renewal reminders N days in advance
- ✓All policies of a client in one card
- ✓Segments: whose policies expire this month
Try it on your own data
14 days free, no credit card. Import a CSV and the pipeline fills in minutes.
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