Insurance Agency CRM Software for Independent Agents
Create a custom agency management system that fits your sales process. No expensive enterprise software. No complex setups. Just your policies, leads, and renewals managed with AI. Just your agency, simplified.
Why Generic CRMs Fail Insurance Agents
You've tried standard sales tools, but they don't understand carriers, policy types, or renewal cycles.
The Renewal Trap
Manual tracking of expiration dates leads to lapsed coverage. You lose renewal commissions because follow-ups fall through the cracks.
Application Chaos
PDFs, ID cards, and dec pages are scattered across email and desktops. Finding a client's info during a claim is a nightmare.
Commission Leakage
Not knowing if carriers actually paid you for every policy sold. Reconciling statements manually costs you money.
Don't Change Your Sales Process.
Build a CRM Around It.
Insurance agencies don't need generic sales tools. You need a system that understands policies, carriers, beneficiaries, and claims.
Fuzen is a no-code platform that lets you build your own tools. Whether you sell P&C, Life, or Health, you build the exact workflow you need.
- Automate policy renewal reminders
- Track commissions and carrier statements
- Connect leads, policies, and claims instantly
What Can You Build on Fuzen?
Forget generic features. Build targeted apps for every part of your insurance agency.
Policy Management
Track effective dates, carriers, premiums, and coverage details in one view.
Automated Renewals
Send automated email and SMS reminders to clients before policies expire.
Commission Tracking
Reconcile carrier statements against expected payouts to stop leakage.
Claims Management
Track claim status, store evidence, and help clients navigate the process.
Document Storage
Securely store applications, dec pages, ID cards, and certificates.
WhatsApp Updates
Send quick quotes, renewal notices, and policy docs via WhatsApp.
Describe Your Workflow.
Fuzen Builds It.
You don't need to be a tech wizard. Just tell Fuzen's AI what you need in plain English.
Fuzen instantly generates the database, the forms, and the automation logic.
Start with a Template, Finish with Custom
Browse our marketplace of insurance templates. Install in one click, then tweak to fit your agency.
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Simple CRM
The Simple CRM Template is a free, ready-to-use CRM app built on Fuzen to help businesses organize and manage their leads in one central place. It provides a clean dashboard with a table view of all leads, making it easy to track progress, status, and recent activity at a glance. With dedicated lead detail pages, you can manage contact information, record meeting logs, upload documents, create proposals, and monitor every activity related to a lead. The built-in Kanban view helps you visually manage your pipeline, while the product management section allows you to organize offerings and attach them to proposals. You can fully customize this CRM using Fuzen AI to match your exact workflow — without any coding.
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Voice Calling CRM (VoIP)
The Voice Calling CRM Template is a ready-to-use CRM designed to help sales and support teams manage voice calls, leads, and follow-ups in one place. Built with integrated VoIP functionality, it enables you to make and receive calls directly from your CRM dashboard - no switching between tools. With features like call tracking, lead management, and contact notes, you can ensure that every customer interaction is logged and actionable. Perfect for startups, call centers, or small businesses, this CRM streamlines communication and helps your team stay focused on closing deals faster. Easily customize the template using Fuzen AI - add new fields, automate call workflows, or connect it with other tools to match your business needs.
AI Dialer
Transform your sales and support operations with our AI-Powered Voice Calling CRM template - designed for modern teams who demand more than just a CRM. This solution effortlessly combines intelligent voice calling, lead qualification, and full conversation management - giving you a streamlined workflow from first call to final close. Built for businesses that want to harness the power of voice without the complexity, this template integrates seamlessly with top AI engines like ElevenLabs for natural speech generation and OpenAI for smart transcription and lead-scoring. Whether you run a small sales team or a fast-growing agency, you’ll be up and running - fast, smart and voice-enabled. And because it’s built on the Fuzen platform, every element is fully customizable - so you can brand it, tailor behavior, and evolve your voice CRM as your business scales.
Building on Fuzen vs. Buying Software
Built for the Agent on the Road
Whether you're meeting clients or inspecting property, Fuzen applications are mobile-first by design.
Works on Tablets
Review policy details and sign documents digitally at client meetings.
Instant COI
Generate and email Certificates of Insurance from your phone in seconds.
How to Build Your System
Define Process
Identify the messy filing cabinet or spreadsheet you want to replace first.
Build with AI
Use a template or tell our AI what you need. Customize fields with drag-and-drop.
Launch & Bind
Invite your producers. As your agency grows, tweak the app instantly.
Frequently Asked Questions
Common questions about building insurance agency management systems on Fuzen.