INSURANCE CRM

Grow your independent agency with confidence

From lead management to client billing, track your team's performance and manage your entire agency with our simple insurance CRM.

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Manage staff, tasks, leads and vendors with our all-in-one sales pipeline software

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Our CRM for insurance brokers features include

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Customer on-boarding

Quickly add and securely store new contact data. Connect with your customers in new ways.

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Billing and invoicing

Collect payments for your services directly from your account.

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Data Security

We employ the use of state-of-the-art security protocols to keep all your  data safe.

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Collaborate with your team

Share important updates and notices with your entire team as well as your customers and contacts.

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Announcements

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Lead management

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INSURANCE CRM SYSTEMS

Manage your contacts and leads in one place.

Update, manage and sell your contacts with ease. Track sales lead with our  system.

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Try Mango for your Insurance Agency

15-day free trial. No credit card required.

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