Insurance CRM built around households — not a contact graveyard.
Search customers, households, policies, and renewal x-dates in one index.
Customer 360 is the QuoteMasters HQ CRM: find anyone by name, phone, email, or ID, open the household, and see renewals before they surprise the book.
One search across leads, households, customers, and policies.
Type a name, phone, email, customer ID, household ID, or lead ID. Matches show up immediately so the floor stops asking which tab has the file.
- Global QuoteMasters IQ search from every screen
- Customer Lookup with live match counts
- Open the right record without a scavenger hunt
See the household — not a pile of disconnected contacts.
Insurance is household work. Customer CRM keeps people, policies, and context together so producers and CSRs quote and service the same book of record.
- Household view next to customer search
- Context for multi-policy conversations
- Built for agency rhythm, not generic CRM modules
Renewal x-dates in the CRM — with IQ draft outreach.
X-Date Renewals sits beside Search and Households so retention is not a separate spreadsheet. Filter by window, carrier, and agent — then let QuoteMasters IQ draft email or SMS before you open Quote Desk.
- Next-90-days (and more) renewal windows
- IQ Renewal Outreach Drafter with tone control
- Open quote desk from the renewal record
What Customer CRM is for.
Insurance-shaped CRM
Leads, households, policies, quotes — indexed the way agencies actually search.
Works with Quote Desk
When interest comes in, the same people and households already live here.
Feeds Service Desk
Policy changes and renewals start from the customer record, not a sticky note.
Not bloated CRM theater
The job is find, open, act — so the floor quotes and services faster.
Every key program in the app has a page.
Customer CRM, Sales & Pipeline, Service Desk, Executive, Team, Performance, Marketing Studio, CallMaster, and more — same operating system.
Today / Command Center
Agency snapshot, quote queue, open tasks.
02Executive
Start My Day production and agency health.
03Sales & Pipeline
Quote pipeline stages and sales floor.
04Quote Desk
Intake, ownership, next action.
05Service Desk
CSR queue, policy work, claims, comms.
06Marketing Studio
Month plan, mailer, email, social.
07Team
Staff activity, coaching, scoreboards.
08Performance
Lead → win, sources, budget reports.
09Lead Accountability
Ownership, contact rate, stalled work.
10CallMaster
AI training, duos, challenges, rewards.
11Agency Admin
Onboarding, roles, integrations.
12Speed to Lead
First-touch timing as an operating habit.
13What We Replace
The convenience / replace-stack map.
Ready to show your team a CRM they will actually open?
Book a demo of Customer 360 — search, households, and x-dates next to Quote Desk and Service Desk.