InsureFlow CRM 🚀
Run your insurance business with 🚀clarity.
One CRM for your entire insurance workflow.
Capture leads, manage customers, track policies, automate follow-ups and never miss a renewal opportunity.
See how it worksRevenue
RM 248,500
Active Policies
1,284
New Leads
128
Renewals
86
Sales Pipeline
Recent Leads
| Customer | Policy | Status | Renewal |
|---|---|---|---|
| James Wong | Life | Quoted | Mar 2026 |
| Lisa Chen | Health | Contacted | Apr 2026 |
| Raj Kumar | Motor | New | May 2026 |
Built for modern insurance teams
Everything you need to manage your insurance business
From lead capture to renewal management — InsureFlow keeps your entire workflow connected.
Turn leads into customers
Manage your entire sales pipeline from first contact to closed deal. Agents can track every stage and never lose sight of a potential customer.
Never miss a renewal
Get visibility into upcoming renewals before they become missed opportunities. Smart reminders keep your team proactive.
Upcoming Renewals
Today
5 customers
Upcoming Renewals
This Week
18 customers
Upcoming Renewals
This Month
64 customers
Know how your team is performing
Track agent performance, commissions and pipeline activity. Give managers the visibility they need to grow the business.
Agent Performance
From lead to renewal — everything connected.
InsureFlow connects every step of your insurance workflow in one seamless platform.
Lead
Capture and organize leads from every channel.
Customer
Convert leads into customers with full history.
Policy
Track policies, details and important dates.
Follow-up
Stay organized with tasks and activities.
Renewal
Never miss an upcoming renewal opportunity.
Commission
Monitor earnings and agent performance.
Business outcomes that matter
InsureFlow helps insurance teams work smarter, not harder.
Spend less time on administration
Automate repetitive CRM tasks and keep your team focused on customers.
Improve follow-up
Give every lead and customer the attention they deserve.
Increase renewal opportunities
Get visibility into upcoming renewals before they become missed opportunities.
Give managers better visibility
Understand pipeline activity, team performance and business growth.
Your insurance command center
A powerful dashboard that gives you complete visibility into your agency's performance.
Good morning, Alex
Here's what's happening today.
New Leads
128
Active Policies
1,284
Renewals
86
Revenue
RM 248,500
Sales Pipeline
Renewal Trend
Recent Activities
- New lead assigned to Sarah
- Policy renewal reminder sent
- Commission updated for John
- Follow-up task completed
Top Agents
- 1SarahRM 37,200
- 2JohnRM 42,500
- 3DavidRM 31,800
Simple, transparent pricing
Choose the plan that fits your agency. Start free, upgrade as you grow.
Starter
For individual agents.
- 1 Agent
- Lead Management
- Customer Management
- Policy Management
- Renewal Reminders
Professional
For growing agencies.
- 5 Agents
- Everything in Starter
- Campaign Management
- Commission Tracking
- Advanced Dashboard
Business
For larger agencies.
- Unlimited Agents
- Everything in Professional
- Advanced Reporting
- Team Management
- Priority Support
Trusted by insurance professionals
See what agency managers and agents say about InsureFlow.
“InsureFlow has made it much easier for our agents to keep track of leads and renewals.”
Sarah Lim
Agency Manager, PrimeCover Insurance
“We finally have one place to manage customers, policies and follow-ups. Our team is more organized than ever.”
Ahmad Razak
Senior Insurance Agent, SecureLife Agency
“The renewal reminders alone have helped us retain more customers. InsureFlow pays for itself.”
Michelle Tan
Operations Director, ShieldPlus Group
Frequently asked questions
Everything you need to know about InsureFlow CRM.
InsureFlow CRM is an insurance-focused customer relationship management platform designed to help agencies and agents manage leads, customers, policies, renewals, follow-ups and commissions in one place.
Yes. Our Starter plan is built for individual agents who need a simple, powerful CRM to manage their entire insurance workflow without unnecessary complexity.
Absolutely. Professional and Business plans support team management, allowing agency managers to oversee agent activities, performance and pipeline visibility.
Yes. InsureFlow includes renewal management with smart reminders so you never miss an upcoming renewal opportunity.
Commission tracking is available on Professional and Business plans, giving managers visibility into agent performance and earnings.
Yes. You can start with a free trial on any plan. No credit card is required to get started.
Yes. You can upgrade or downgrade your plan at any time as your agency grows.
We take data security seriously. InsureFlow uses industry-standard encryption and security practices to protect your customer and policy data.
Ready to take control of your insurance business?
Start managing leads, customers and renewals in one simple platform.
hello@insureflow.example.com
Phone
+60 3-1234 5678
Office
Kuala Lumpur, Malaysia