Capture every enquiry, gather underwriting information without the chase, and never let a renewal slip through.
Insurance broking lives or dies on follow-up: a quote enquiry that goes cold, an underwriting question that takes a week to answer, a renewal that lapses because the reminder never went out. CRMandGo arrives preconfigured for broking with the pipeline stages, terminology and document checklists you work with, so new business and renewals run on one system. Enquiries are captured, triaged and progressed automatically, so your team spends its time placing cover, not reconstructing where each client is up to.
Pipeline stages for new business, quoting, binding and renewal, plus broking terminology and document checklists, ready to use without a long setup project.
Send clients a branded portal to upload financials, schedules and supporting documents themselves, so you gather what underwriters need without chasing it piece by piece.
Each enquiry is scored and summarised, so you can prioritise the prospects worth quoting and approach each one already understanding their risk and cover needs.
An AI receptionist captures and triages enquiries across web chat and SMS and texts back missed calls, so an after-hours quote request becomes a tracked lead rather than a lost one.
Describe the accountants, advisers and partners who send you enquiries and AI suggests referrers to approach, send a tiered referral agreement to sign electronically or as a PDF, and record the agreed fee automatically, flat, percentage or tiered, whenever a referred policy is placed.
Send an enquiry-specific online form so clients provide the details you need to quote up front, with their answers attaching directly to the lead.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. The insurance broking pack includes pipeline stages for new business and renewal, so both run in one system. Real-time pipeline views let you see what is being quoted and what is coming up for renewal at a glance.
Yes. CRMandGo is Australian-owned and keeps all data onshore in Sydney, handled in line with the Australian Privacy Principles. Your clients' financial and insurance details stay in Australia.
Clients use a branded portal to upload their own documents against a checklist, and you can send smart intake forms for enquiry-specific details. The information lands against the right client automatically, so you stop chasing replies by email.
Start your 14-day free trial. No card needed.
Start free trial