The Salty CRM · Insurance Brokers
The CRM built for insurance brokers.
From the first quote request to every renewal, the Salty CRM captures leads, automates the chasing, and keeps every client's renewals on track — built for how an insurance business runs.
Why it fits
Built for the way insurance brokers actually work.
Insurance broking runs on quotes and renewals. New business comes from fast quote turnaround, and your steady income depends on renewals that are easy to forget — yours and the client's. Miss either and the revenue walks.
The Salty CRM catches every quote enquiry, follows up automatically, and makes sure no renewal slips past unnoticed. The result is more quotes converted and a book that renews on time.
Sound familiar?
The work slipping through your insurance business.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Quote enquiries that go cold
A client shops around while waiting for your quote. Instant replies and automated follow-up keep you in the running until they decide.
Renewals that slip past unnoticed
A missed renewal is lost revenue and an exposed client. Automated reminders flag every renewal well before it's due.
Clients scattered across spreadsheets
Policies, dates and notes in five places. One CRM keeps every client, policy and conversation together.
What it does
Everything your insurance business needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Questions
Insurance Brokers, answered.
Yes. Every policy can carry its renewal date, and the CRM reminds both you and the client automatically, well ahead of time.
Yes. New enquiries get an instant response and an automated follow-up sequence, so fewer prospects drift off to a faster broker.
Yes. Every client's policies, dates, documents and conversation history live on one record, not across spreadsheets and inboxes.
Built for every business
Other professions we build for.
See the CRM on your insurance business.
Book a 20-minute demo and we'll show you exactly how it would run your day.