CRM for Insurance
The CRM for Insurance Agents & Brokers
Track policies, renewals, and clients in one place, so you never miss a renewal or let a quote go stale.
Free 14-day trial · No credit card required
The Problem
Sound familiar?
Renewal dates buried in spreadsheets mean lost policies.
Client and policy history spread across multiple tools.
Quotes and follow-ups handled manually and inconsistently.
How WebifyGO Helps
Everything you need in one platform
Client & Policy Records
Keep every client, policy, and document together with full history and notes.
Renewal Reminders
Automate renewal and follow-up reminders so no policy lapses unnoticed.
Quote Pipeline
Track new business and quotes through a clear pipeline from enquiry to bound.
Email & SMS Campaigns
Reach clients with renewal notices and cross-sell campaigns automatically.
One Platform
Get in Touch
Build and run your business from one dashboard
Website, booking system, online store, invoicing, and marketing in one place, so nothing slips through the cracks and your whole team works from the same live data.
Custom built for your industry
Dedicated instance on your domain
Unlimited team members, no per-seat fees
Connects with the tools you already use
Gmail
Google Calendar
Google Workspace
Stripe
WhatsApp
Slack
Microsoft 365
PayPal
QB
QuickBooks
T
Twilio
SG
SendGrid
A
Adobe Sign
D
DocuSign
V
Vonage
Yes. You can set automated renewal reminders and follow-ups so no policy slips through unnoticed.
Yes. Every client record holds their policies, documents, notes, and communication history.
Get in touch and tell us what you need. We'll send a clear proposal and can have your platform live in days, not months.