CRM for Insurance
The CRM that renews policies before they lapse.
Track quotes, policies, and renewals across your book — with the compliance controls insurance teams are held to. Built for agents and agencies.
Built for insurance
Your reality, not a template.
Challenge
Renewals sneak up and policies lapse.
How KudosCRM helps
Renewal-date automations trigger outreach weeks ahead, so retention stops depending on memory.
Challenge
Cross-sell opportunities hide inside the existing book.
How KudosCRM helps
Segment by policy type and life event to surface the next line of coverage each client should have.
Challenge
Client and policy data must stay compliant.
How KudosCRM helps
Encrypted PII, role-based access, and audit logging built for a regulated book of business.
Features that fit
The parts of KudosCRM Insurance teams actually use.
Custom pipelines
Stages and fields that match how you actually work.
Custom fields
Capture the data that matters to your vertical.
Automations
Rules that fire reminders, emails, and handoffs automatically.
Reports & dashboards
The KPIs your leadership cares about, live.
Email + sequences
Nurture long cycles without losing the human touch.
Mobile parity
Full-power CRM on the road, on the phone, in the field.
Security & Control
Security controls that hold up under scrutiny.
Field-level encryption for client PII
Role-based access control
Audit log of every record access
SOC 2 Type II audited
Data residency: US, EU, APAC
Starter pack
Get the Insurance template.
Pre-built pipeline stages, custom fields, automations, and reports. Ready in one click.
Import templateIndustry-specific pipeline template
Pre-built custom fields
Starter automation workflows
Vertical-specific reporting dashboards
Onboarding playbook for new reps
Kickoff checklist and internal rollout plan
Explore KudosCRM
Everything Insurance teams need, in one CRM.
Sales pipeline & 360° view
Track every deal, contact, and company in one place.
Lead capture & qualification
Turn forms, inbounds, and meetings into scored leads.
Quotes & proposals
Build, send, and e-sign quotes, then convert to orders.
Workflow automation
Automate follow-ups, routing, and busywork.
Reporting & analytics
Dashboards, forecasts, and a command center.
See the full platform
The whole customer journey on one record.
Serving a different vertical? Browse all industries.
FAQ
Frequently Asked Questions
Start free today
Ready to run insurance on KudosCRM?
Start your team on KudosCRM free today.