Manage Your Insurance LeadsLike a Pro
The complete CRM platform built specifically for insurance agents. Track leads, automate follow-ups, and close more deals.
Everything You Need to Succeed
Powerful features designed specifically for insurance agents to streamline their workflow.
Organize and track all your insurance leads with detailed profiles, activity history, and powerful group management for families and businesses.
Automatic synchronization with Google Calendar for follow-ups, birthdays, and license expiration reminders (Growth Pro plan and above).
Send personalized emails and campaigns directly from the CRM using your Gmail account with tracking (Growth Pro and Elite plans).
Keep track of your daily tasks and link them to specific leads for better organization and productivity.
Customizable dashboard with real-time insights on your leads, conversions, and follow-up activities.
Enterprise-grade security with encrypted data storage and automatic backups to protect your sensitive client information.
What I-InsureCRM Is
About I-InsureCRM
I-InsureCRM is a customer relationship management (CRM) platform created by Carpa Solutions LLC. Licensed insurance agents and agencies use it to manage the people they serve, from the first inquiry through an active policy, renewal, or claim follow-up.
Everything in the app is centered on insurance work: client and policy records, follow-ups, documents, and communication with your own clients.
Who the app is for
Licensed insurance agents, agency owners, and their support staff. It is a business tool for insurance professionals and is not intended for consumers.
Streamline your insurance business by connecting your Google account
Available with Growth Pro and Elite plans.
Connect your email, calendar, and Drive to have everything securely managed and stored in one place.
Privacy Policy, Terms, and Getting Started
Our Privacy Policy describes what information we collect, how we use and share it, how long we keep it, and the rights you have over it.
Everything Your Insurance Business Needs in One Place
I-InsureCRM keeps your leads, policies, follow-ups, documents, and client communication together, so nothing falls through the cracks.
- Lead, client, and group management with policy details and full activity history
- Follow-ups, to-do tasks, and reminders linked to each client
- Calendar sync for appointments, birthdays, and license renewal dates
- Document storage, organized lead folders, and e-signature requests
- Email templates, one-to-one emails, and campaigns to your own contacts
- Lead capture forms, agent landing pages, dashboards, analytics, and commission tracking
Choose Your Plan
Start with a 14-day free trial. No credit card required. Upgrade or downgrade anytime.
14-day free trial
When connected to your own Google account, storage capacity is based on your Google Drive capacity. You can upgrade your Google account for more storage.
When connected to your own Google account, storage capacity is based on your Google Drive capacity. You can upgrade your Google account for more storage.
Frequently Asked Questions
Find answers to common questions about I-InsureCRM.
Ready to Transform Your Lead Management?
Start organizing and growing your insurance business with powerful tools designed specifically for agents.
14-day free trial • No credit card required • Cancel anytime