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Insurance Agent CRM

The easiest way to keep clients and policies organized

The only all-in-one CRM for insurance agents to help you track client details, manage policies, and grow your business.

Client relationship pipeline

Build forms to collect client details

Get set up in an hour

Insurance Agent CRM

I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.

Treavor A.

Customer since 2018

The easy way to manage policyholder relationships

Before

Scattered client and policy details

Missed follow-ups and renewals

Disorganized schedules and meetings

Limited visibility into policies

Minimal insights into coverage gaps

Inconsistent lead tracking

after

Organized client and policy pipeline

Timely follow-ups and reminders

Centralized scheduling and tasks

Team collaboration on accounts

Comprehensive client and policy history

Consistent lead capture process

Bring harmony to your insurance workflow

Strengthen policyholder relationships

Strengthen policyholder relationships

Keep follow-ups timely and organized to build trust and retain clients.

A single source of truth for your team

A single source of truth for your team

Share client information, project updates, and notes across your team, so everyone stays aligned.

Stay organized with ease

Stay organized with ease

Manage policies, claims, and appointments — all in one easy-to-use platform.

Valuable insights without complexity

Valuable insights without complexity

Access clear data on policyholders and coverage to identify opportunities and meet client needs.

It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.

Ken L.

Customer since 2019

Features

Tools to help you manage, organize, and grow

From organized policy management to easy data access, Less Annoying CRM supports your client relationships and helps you grow your insurance business.

Mobile Access

Mobile Access Insurance

Access your CRM on any device

Manage policyholder information from any computer, tablet, or smartphone, whether you’re at the office or meeting clients.

Log Email Conversations

Log Email Conversations Insurance

Keep all communication in one place

Simply BCC our unique email address, and Less Annoying CRM links each email to the correct client, so your history is always complete.

Easy Importing

Easy Importing Insurance

Quickly transfer your contacts

Upload client and policyholder information from your current system with a simple spreadsheet.

Daily Agenda Emails

Daily Agenda Emails Insurance

Start every day prepared

Receive a morning email with all your tasks, follow-ups, and renewal reminders, so you stay on top of your day.

Form Builder

Form Builder Insurance

Collect leads and policy details

Use our form builder to gather new leads and client data directly into your CRM, simplifying prospecting and policy management.

Collaboration

Collaboration Insurance

Keep your team aligned

Add team members for $15/user/month, with flexible permissions to make sure everyone can access the information they need.

Free Updates

Free Updates Insurance

Stay current at no extra cost

Less Annoying CRM includes free updates that are automatically applied so you always have the latest tools.

Secure Backups

Secure Backups Insurance

Keep client data backed up

Your data is backed up on Amazon’s trusted infrastructure, with additional offsite backups for added security.

Security

Security Insurance

Protect sensitive information

We use 256-bit encryption and strict data protection standards to safeguard your clients' information.

Support

Support Insurance

Real people, real help

Our support team is a quick call or email away, ready to assist — even during your free trial.

One-Click Export

One-Click Export Insurance

Own your data and access it anytime

Export all client and policy information with a single click, giving you full control of your data.

Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.

Arlynn W.

Customer since 2019

Integrations

Integrate LACRM with your favorite tools

Less Annoying CRM connects with the platforms and systems you already use to keep your insurance business organized and running smoothly.

Zapier

Zapier

Automate workflows and link Less Annoying CRM to thousands of tools through Zapier.

Google Contacts

Google Contacts

Organize contact info and sync with Google Contacts to keep all your connections current and accessible.

Calendars

Calendars

Sync your calendars directly into LACRM so you never miss a meeting or deadline.

See why insurance agents trust Less Annoying CRM

Join insurance agents across the country using Less Annoying CRM to manage client relationships, stay organized, and simplify daily tasks for their growing business.

I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.

Treavor A.

Customer since 2018

It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.

Ken L.

Customer since 2019

Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.

Arlynn W.

Customer since 2019

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cluster of circles for style

Ready to see what LACRM can do for you?

Find out if Less Annoying CRM is a good fit for you with a 30-day free trial.