Is KudosCRM a good CRM for insurance agents?

Yes, for agents who want client records, a renewals pipeline, quotes and service tickets in one workspace. KudosCRM does not replace a policy administration or carrier system, so you keep that system and use KudosCRM to manage the client relationship around it.

How do I track policy renewals in KudosCRM?

Create a Renewals pipeline where each policy is a deal, add a Renewal date custom field, and filter the deal list by that date. Assign each renewal an owner and a task template so the same steps happen every time.

Can I store policy details like carrier and coverage type?

Yes. Custom fields extend contacts, companies and deals, so you can add fields such as policy type, carrier and renewal date. You draft your changes and publish them together.

Does KudosCRM connect to carriers or rating engines?

KudosCRM does not claim carrier, rating-engine or e-filing integrations. Live integrations are Outlook, Zoom, Slack and Chatra, and the API documentation covers custom connections.

Can I move my client book into KudosCRM?

Yes. Import contacts, companies and deals from a spreadsheet, map your columns, review the per-row report, and revert a run if needed. Moving from another CRM is handled by Migrations.

Who can see client records?

Only the people your roles allow. A permission matrix sets what each role can do, per-user overrides handle exceptions, and the server enforces them. The audit log records who changed a record.

Does KudosCRM hold insurance compliance certifications?

This page does not claim any certification. Check the Trust Center and Security pages for what KudosCRM currently publishes, and confirm fit with your own compliance team.

How much does KudosCRM cost for an agency?

The Free plan covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24, and Enterprise is $49. Every workspace starts with a 14-day Professional trial and no credit card.

CRM for Insurance Teams: Never Lose Track of a Renewal

Agents and agencies live on renewals, cross-sell and service. KudosCRM keeps every client, policy, quote and service request on one record, so the next renewal never depends on someone’s memory.

Renewals tracked as deals in a pipeline with an owner and a due date

Policy type and renewal date stored in custom fields you define

Quotes built from your coverage catalog and versioned as you negotiate

Service requests handled as tickets with SLA timers

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14-day free trial of Professional, no credit card required.

Renewals Due

Next 60 daysIllustrative

ClientPolicy typeRenewsStatus

Delgado HouseholdHomeOct 18Due in 12 days

Whitfield DentalCommercialOct 24Quote sent

Brennan Auto GroupAuto fleetNov 02In review

Patel Home & AutoBundleNov 09Renewed

Marlow BakeryBusinessNov 21Not started

Task due today

Call Delgado Household

Home policy renews in 12 days

What Is a CRM for Insurance?

A CRM for insurance keeps every client, household and business account in one place, along with the quotes, renewals and service conversations that go with them. In KudosCRM a policy is a deal in a renewals pipeline, its details live in custom fields, and the client’s emails, notes, tasks and tickets sit on the same record.

Delgado Household Illustrative record

EmailsNotesFilesPolicies (Deals)TicketsQuotes

How Does an Insurance Agency Run Renewals in KudosCRM?

Four steps you set up once, then repeat for every policy on your book.

Build a Renewals Pipeline

Create stages such as Upcoming, Contacted, Quoted, Renewed and Lapsed, with Won and Lost close reasons so you can see why policies leave.

Deals

Add Policy Details

Create custom fields like Policy type, Carrier and Renewal date. Draft them, then publish together so your team only sees finished fields.

Custom Fields

Work the Renewal List

Filter the deal list by renewal date, then use task templates to give every renewal the same checklist and subtasks.

Tasks

Follow Up and Close

Email the client, book a review call from your booking link, and close each deal as won or lost with a reason.

Meetings

Why Do Policies Lapse and Cross-Sell Opportunities Go Missing?

Because renewal dates, coverage details and client history sit in different places. Here is how each problem looks on a real book and how KudosCRM handles it.

The Problem

Renewals sneak up and policies lapse

Dates live in a spreadsheet nobody opens until it is too late.

How KudosCRM Helps

Every policy is a deal with an owner. Filter by renewal date, assign task templates, and watch for stale deals so no renewal waits on memory.

The Problem

Cross-sell opportunities hide in the book

You cannot see which clients hold one policy and need another.

How KudosCRM Helps

Store policy type in a custom field, filter deals by it, and tag clients with a shared tag library, then enroll them in a sequence or send a campaign.

The Problem

Client details are scattered

Emails, quotes and service notes sit with different people.

How KudosCRM Helps

Contact and company records show emails, notes, files, deals, tickets and quotes on one timeline, with duplicates merged.

Quote Coverage From a Catalog, Not From Memory

List your coverage plans as products, build quotes from them, and version each quote as the client negotiates. An accepted quote converts into an order without retyping a line.

Coverage as products

Add your plans to the catalog once, with price books for different regions or partners.

Versioned quotes

Send a revised quote without losing the earlier one, and track status through Accepted.

Quote to order

An accepted quote converts into an order so nothing is retyped.

Explore Quotes

Quote for Whitfield Dental

SentIllustrative

Commercial property

Annual · Standard deductible

$2,400

General liability

Annual · $1M limit

$1,350

Equipment breakdown

Add-on

$530

Total$4,280

v1v2v3 · Sent

Ticket: Add a driver to the auto policy

Illustrative

Hi, my son just got his license. Can you add him to our auto policy before Friday?

Thanks, Mr. Brennan. I’ll send an updated quote today.

SLA timer

02:14:08

Linked client

Brennan Auto Group

2 deals · 5 activities

Answer Policy Change Requests Before the Clock Runs Out

Turn client emails into tickets with an SLA timer, and see the linked client and their history beside the conversation before you reply.

SLA timers in plain sight

See how much time is left on each ticket before you open it.

Client context beside the thread

The linked contact and company panel shows their history before you reply.

A knowledge base for common questions

Publish answers on proof of insurance or billing dates, and agents can suggest them in the desk.

Explore Support

Keep Clients Warm Between Renewals

Three ways to stay in touch with a book of clients without writing every message by hand.

Sequences

Define the steps and delays, enroll an audience, and track enrolled, opens, replies and meetings for each play.

Explore Email Sequences

Email Campaigns

Send one message to a chosen audience, preview exactly who receives it, send yourself a test, then schedule it.

Explore Email Campaigns

Booking Links

Put your booking link in email signatures so clients can book a policy review without a back-and-forth.

Explore Meetings

Control Who Can See and Change Client Records

Client and policy details need limits. Set access by role, add overrides for exceptions, and check the audit log when a record changes.

Looking for certifications or hosting details? See the Trust Center for what KudosCRM currently publishes.

Roles and per-user overrides

A permission matrix sets what each role can do, enforced on the server, with overrides for one-off exceptions.

Roles and Permissions

An audit log of changes

Filter by person, search for a record and read the before and after. Export the log to CSV.

Audit Log

Import with an undo

Bring your book in from a spreadsheet, review a per-row report, and revert the run if a mapping was wrong.

Migrations

Pricing

What Does KudosCRM Cost for an Insurance Agency?

Per seat, published, with a 14-day Professional trial and no card. Small agencies start on Basic. Agencies that need unlimited pipelines and priority support choose Professional.

Free

Trying it first

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small agencies

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing agencies

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-office agencies

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat. Compare every plan →

CRM for Every Kind of Insurance Practice

Agencies and brokers sell different coverage, but the work is the same: know the client, keep renewals on time, and answer requests quickly.

Independent Agencies Insurance Brokerages Life and Health Agents Property and Casualty Commercial Lines Multi-Office Agencies

Integrations

Works with the Tools You Already Use

Connect Outlook so client email lands on the right record, Zoom for policy reviews, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations

FAQ

Frequently Asked Questions

Start free today

Start Your Next Renewal Cycle on One Record

Import your book, add a Renewals pipeline, and give every policy an owner and a due date.

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