Enterprise-level insurance operations. Without the enterprise complexity.
The operational CRM built for non-standard auto, ACA, and high-touch insurance agencies — retention automation, AI workflows, and carrier import intelligence in one simple platform.
• Isolated data per agency · strict row-level security
• Role-based access for super admin, agency admin, manager, agent
• White-label ready · managed-service ready
Enterprise-grade · SOC2-aligned architecture
Private Beta · Invite-Only
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