The most customizable CRM on the market — built for multi-producer agencies with dedicated admin support.
Salesforce is overkill for most solo insurance agents. But for multi-producer agencies, larger insurance groups, or organizations with dedicated CRM administrators, it is the most powerful and customizable platform available. If you are building something that needs to scale to 20, 50, or 100 producers — Salesforce is worth the investment.
/Month per user
/Month for full feature access
Multi-producer agencies, larger insurance groups, and organizations with dedicated CRM administrators who need enterprise-grade customization.
Start with the Agent’s Journey — an honest, stage-by-stage roadmap of what it actually takes to build a successful insurance career.
