CRM for Insurance Agents, built around how you actually work
CRM for Insurance Agents that lets you run the pipeline the way this industry actually works. Your data stays put. SSO, permissions and audit logs included.
Trusted by Some of the World’s Best Product Teams
Build exactly what your team needs
Policies, renewals and clients stay in your systems of record. Jet adds a pipeline built around quotes, binders and renewal dates, with documents on the right record.
Build secure app fast
Build secure app fast
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Your CRM on Your Database — No Migration Required
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Field-Level Permissions for Sensitive Deal Data
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Complex Relational Data: Accounts, Contacts, Deals, Activities
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Bulk Pipeline Management for Sales Ops Teams
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Dual Use: CRM for Reps + Admin Panel for Sales Ops
Similar Use Cases
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Frequently asked questions
A CRM organised around policies and renewal dates rather than one-off sales. The revenue event that matters most is a renewal you did not lose, which a deal-stage pipeline does not represent.
Yes. Each policy carries its term, premium and renewal date, and the renewal pipeline is generated from those dates rather than maintained by hand.
Yes, across lines and carriers, with the household or business relationship visible — which is what makes cross-sell a list rather than a hunch.
Yes. New business and renewal commission can be modelled per carrier and per line, so what you are owed is derived from policy data rather than reconciled from statements.
Access is scoped by role and record, every view and change is logged, and it can run in your own environment. For the personal data an agency holds, that trail is usually the requirement.
