The CRM, in your words
Choosing the Insurance preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Insurance preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Capture a quote request and follow it through application, underwriting, and binding on a pipeline built for the way policies are actually sold.
Cover individuals and commercial accounts alike — link dependents, beneficiaries, and business contacts to the right policyholder.
See broker-sourced business on its own so you know exactly what's producing.
What ships with the Insurance pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Policy
- Claim
Deal pipeline
- quote
- application
- underwriting
- bound
- declined
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Insurance questions, answered.
Yes — GENECRM ships a Insurance preset that relabels contacts, stages, and the pipeline to Insurance vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Insurance seeds the contact kinds your world uses — Policyholder, Prospect, Dependent, Business — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move New → Quoting → Proposal → Bound → Lost, and once qualified they run as opportunities through Quote → Application → Underwriting → Bound → Lapsed. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.