Australian insurance brokerage — FSG/PDS, AFSL compliance, policy lifecycle, renewals, claims support.
Start free PricingFrom first enquiry to done, in the stages you actually use.
Calls your customers policyholders, each engagement a policy, your staff agent. No loan or generic labels.
A 13-question customer intake built for Insurance Broking, e.g. What would you like to insure?; What's prompting you to look now?; Roughly how much do you need covered?.
Collects Driver's Licence, Financial Services Guide acknowledgement, Product Disclosure Statement, Duty of Disclosure.
Compliance built in: ASIC RG146 compliant.
Every question, stage, document and label is editable and toggleable per business.
Is CRMandGo suitable for Insurance Broking?
Yes. CRMandGo ships a Insurance Broking pack that tailors the CRM to your industry: it calls your customers policyholders, tracks each policy through 7 stages (Enquiry Received, Needs Analysis, Quoting, Application, Underwriting, Policy Bound, Renewal Due), and collects the documents your work actually needs.
Can I tailor the questions, stages and labels?
Yes. Every question, pipeline stage, document and label is editable and toggleable per business in settings, so these are sensible defaults you tune, not a rigid form.
Where is my data stored?
In Australia, in Google Cloud's Sydney region, with no replication offshore. CRMandGo is Australian owned and operated.
How much does CRMandGo cost?
CRMandGo has a free trial. See the pricing page for current plans, all in AUD.
Start free and CRMandGo shapes itself around your industry from day one.
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