Broker
A CRM for brokers, from quote to renewal
Insurance or credit broker: your trade is a deadline machine — quotes to compare, insurers to chase, policies to renew, clients to warn. Ystura develops a CRM that holds the whole calendar, and alerts you before the policy walks to a competitor.
Today
The suffered renewal
The policy renews with a competitor because nobody followed up with the client at day 60.
Multi-insurer quotes
Comparisons get lost between insurers’ inboxes and the client’s mailbox.
The claim without memory
A badly-handled claim costs the whole relationship — and yet it lives in emails.
What you get
Placement files
Each file carries its compared quotes, the retained insurer and its progress state.
Renewal alerts
At day 90, 60, 30: the policy review triggers, the client email is ready.
Claims tracking
Declaration, documents, exchanges with the insurer, client’s position: a claim is a file.
Per-client portfolio
Policies, due dates, premiums, history: the client’s whole insurance portfolio.
Broker
Features
Frequently asked questions
No — it surrounds it. The CRM manages prospects, follow-ups, claims and renewals; regulated policy administration stays in your trade tool.
Yes: personal lines, P&C, credit, protection — the model generates for your actual catalogue.
Tracking commissions and overrides is part of the model as soon as you describe it.
Go further
Guides
- Never forget a follow-up again: a system in 3 rulesUnanswered quotes, invoices due, contracts to renew: the simple system so no follow-up ever falls through — solo or as a team.
- How much does a CRM cost? The real math for a small businessLicences, configuration, integration, lost time: breaking down the real cost of a CRM for a small business — and how Ystura’s bespoke CRM changes the equation.