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CRM for Insurance Agents, built around how you actually work
CRM for Insurance Agents that lets you run the pipeline the way this industry actually works. Your data stays put. SSO, permissions and audit logs included.
Build secure app fast
Build secure app fast
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Your CRM on Your Database — No Migration Required
Unlike CRM builders that require you to move customer data to their platform, Jet Admin connects directly to your existing Postgres, MySQL, or any SQL database. Your customer records stay where they are — your CRM is live in hours.
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Field-Level Permissions for Sensitive Deal Data
Control which fields each role can see or edit. Hide deal values from SDRs, lock contract terms for legal review only, or let managers see full account history while reps see only their own pipeline — all configured at the field level, without code.
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Complex Relational Data: Accounts, Contacts, Deals, Activities
Jet Admin handles complex multi-table relationships natively — linking contacts to accounts, deals to contacts, activities to deals — with drill-down views and related record editing. Built for B2B CRM data models that outgrow spreadsheet-backed tools.
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Bulk Pipeline Management for Sales Ops Teams
Update deal stages, assign owners, and change status across hundreds of records at once with inline table editing and bulk actions — something form-based CRM builders can't do. Built for RevOps teams managing large, complex datasets.
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Dual Use: CRM for Reps + Admin Panel for Sales Ops
Jet Admin serves as both the front-end CRM your sales reps use and the back-end admin tool your sales ops team uses to manage data quality, run bulk updates, and build reports — all from one platform, one data source, zero sync issues.
Similar Use Cases
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Frequently asked questions
What is a CRM for insurance agents?
A CRM organised around policies and renewal dates rather than one-off sales. The revenue event that matters most is a renewal you did not lose, which a deal-stage pipeline does not represent.
Does it track policies and renewal dates?
Yes. Each policy carries its term, premium and renewal date, and the renewal pipeline is generated from those dates rather than maintained by hand.
Can one client hold several policies?
Yes, across lines and carriers, with the household or business relationship visible — which is what makes cross-sell a list rather than a hunch.
Does it handle commission?
Yes. New business and renewal commission can be modelled per carrier and per line, so what you are owed is derived from policy data rather than reconciled from statements.
How is client data protected?
Access is scoped by role and record, every view and change is logged, and it can run in your own environment. For the personal data an agency holds, that trail is usually the requirement.
