CRM for insurance brokers
For brokers with quotes to follow up and renewals to chase.
A quote nobody followed up and a renewal nobody diarised are how a brokerage loses business quietly. Socianet puts both on a timetable.
Enquiry 3
Reply today
Call at 2pm
Follow-up 2
Follow up Thursday
Renewal due 1
Done
Where the leads come from
Where they leak
- Quotes sent and not chased
- Renewal dates kept in a diary or a sheet
- Client history in one broker's inbox
A typical pipeline
Stages named for the way you sell.
This is a starting point. We build yours around how your team works.
- Enquiry
- Fact-find
- Quote sent
- Follow-up
- Policy issued
- Renewal due
What we set up
Ready when the team logs in.
Set up for you in seven days.
What changes
The same team, with one place to work from.
Every deal has an owner
Nobody asks "who has this one?". The name is on the deal, with the next step and its date.
Each person sees their own
Open one screen and know what to do today. No hunting through tabs.
The manager sees everything
One dashboard for the whole team, so the weekly review takes minutes.
Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product
Straight answers
Questions we get from insurance brokers.
Is it a policy administration system?
No. It is where the sales conversations and follow-ups live. It sits beside your policy system.
Can renewal reminders be automatic?
Yes. A reminder and a task can be created ahead of each renewal date you record.
What does it cost?
Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.
How long does setup take?
Seven days from kickoff. We import your data, connect your channels and train the team.
Can we cancel?
Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.
Other industries
Not quite your business?
Send us your spreadsheet. In 48 hours it is a live pipeline.
Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.