What is I-InsureCRM - V5.1?

I-InsureCRM - V5.1 manages 5 data types including agent landing pages. Helps you organize, track, and share your work in 1 place for teams and solo users.

I-InsureCRM

Agent Profile

Edit Your Information

Change Picture

Recommended size: 800x800 pixels for optimal clarity

JPG, PNG, GIF. 200x200px recommended.

Company Logo

Upload Company Logo

Will appear in email signature and lead capture form

First Name

Last Name

Email Address

Email address cannot be changed.

Phone Number

Company / Agency

Professional Title

Website

Did you know that in the Elite package you already have a website?

National Producer Number (NPN) *

Email Signature Preview

Include licensed states in signature

Include profile picture in signature

This signature is generated based on your profile information and can be used in your email client.

Custom Signature Image

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Growth Pro & Elite feature. Upgrade your plan to upload a custom signature image designed in Canva or any other tool.

License Information

Manage your insurance licenses and track expiration dates

Primary License*Required

State *

License Number *

Expiration Date *

Upload License File

Additional State Licenses

Please complete your primary license information before adding additional state licenses.