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The CRM Solution for Insurance Agents

All of your insurance CRM needs are in one place. Learn more about the industry-leading CRM tool designed and developed by brokers for brokers.

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The CRM Solution for
Health & Life Insurance Agents

TopBroker CRM is a web-based agency management system that provides the tools and resources to help with business growth, agency management, agent and client retention, and sales and marketing automation for agencies in the health and life insurance industries. 

Dashboard

View your pending and overdue tasks, upcoming meetings, daily activity, incoming leads, expiring policies, and your to-do list.

Automations

Streamline your business with customizable workflows and automated email and texting capabilities.

Document Management

Keep your records and files organized. Upload, store, and access important documents securely.

Quotesheets

Prepare and share custom packaged quotes directly within the lead. Add an unlimited amount of products based on their needs.

Reporting

Keep track of your business with customizable and real-time reports. Monitor your agency, sales, lead sources, and more!

Compliance Forms

Stay compliant with electronic consent forms for ACA and Medicare sales. Send via text or email and store without extra fees.

Lead Management

Capture every prospect and client interaction and conveniently store data and demographics all in one place. No lead left behind!

Team Features

Establish and grow a team of your own with our premiere recruiting feature. Monitor activity, send alerts, and distribute leads.

Features

Top-notch technical support and free account setup for all plans!

We want you to be successful. That's why we offer these two features at no cost to you! Our friendly support team is there for you when you need it most. 

What Our Clients Say

"My team and I have been using TopBroker CRM for a few years now. We immediately saw a 32% increase in production upon implementation, and we have maintained those levels since. TopBroker also helps us have some of the highest agent retention in the industry. My agency has gone from 50M to well over 100M in production in just 3 years!"

- Joe, MO

"TopBroker CRM has been an incredible tool to have! It gives me the ability to bring on new clients and continue growing my business. This system holds me accountable for following up with leads from new to aged. It has also increased my client retention."

- Sarah, WI

Ready to start changing the way your agency does business?

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