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The simplest CRM for insurance agents

Your clients trust you to pick the right policy for them. From prospects to happy clients, we help you track all the right interactions to make sure you do.

Built for small teams, Less Annoying CRM is the easiest system to track policy applications, store group plan information, and stay on top of renewal dates so that you can focus on nurturing the relationships that your agency is built upon.

Just $15 per user per month, with no surprise "set-up fees", confusing tiers, or contracts (we hate those too).

Features for insurance agents

Policy and Lead pipelines to track your new prospects and existing policies.

These customizable process-tracking tools help you map out your policy selection workflow and manage your new leads when they come in. At a glance, see whose policy needs to be renewed, and the carriers you work with.

Unlimited, fully customizable fields to track whatever information matters most to you.

Based on conversations with hundreds of insurance agencies, we’ve set up fields we think you want, but you can always add more -- at no additional cost. Want to track the allergies a client has? Go ahead.

Group contacts up based on any shared group plan.

Maybe you’re working with a family, or maybe you’re handling commercial insurance. If you have more than one person on a plan, you can store all that information together in one place.

Get set up in an hour with free customer support.

Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”. But we’re here to help make sure you have the least annoying experience ever. You’re here to help your clients, and we’re here to help you.

Regardless of whether you prefer to hop on the phone for an in-depth conversation about how to track your biggest client of the year, or want to do some learning on your own, we’ve got you covered -- for free.

Ready to sign up for your free 30-day trial of our Insurance CRM? Just click this button...

Try it out for free

We don’t take any credit card information, and it’s only $15 per user per month after. That’s it.

Want to chat a little more first? Just reach out to us here -- we’d love to talk to you.