No Lead Left Behind with TopBroker CRM
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.
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
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.
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!
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.
