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.

Small insurance agency management systems

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

Our CRM for insurance brokers features include

Customer on-boarding

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

Billing and invoicing

Collect payments for your services directly from your account.

Data Security

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

INSURANCE CRM SOFTWARE

Collaborate with your team

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

Announcements

Lead management

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.

Try Mango for your Insurance Agency

15-day free trial. No credit card required.

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