Speaks your language
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.
Accounts are
Households
Contacts include
Policyholder, Prospect, Dependent, Business
Lead stages
New → Quoting → Proposal → Bound → Lost
Pipeline
Quote → Application → Underwriting → Bound → Lapsed
What it looks like for you
Tuned to how you actually work
Capture quote requests as leads and watch them flow to bound or lost.
Keep dependents and beneficiaries linked to the policyholder household.
See broker-sourced business separately with built-in lead sources.