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CRM
Manage Your Entire Book of Business in One Powerful Platform
The CRM built specifically for insurance agencies. Manage prospects and clients, automate follow-ups, track every opportunity, and never let a deal slip through the cracks—all integrated with your quoting, marketing, and benefits administration tools.
Generic CRMs force you to adapt your agency workflow to their system. Administr's CRM is purpose-built for how insurance agencies actually work—with built-in pipeline stages for benefits sales, automated workflows for renewals, and seamless connections to quoting and enrollment. Stop fighting your CRM and start using one that helps you close more business.
More Deals Closed
25%
Saved Monthly
30+ Hours
To Follow-Up Gaps
0 Leads Lost
Why Agency CRMs Fail (And How to Fix It)
Disconnected systems - Jumping between CRM, quoting tools, enrollment platforms, and spreadsheets creates gaps where prospects fall through
Manual data entry - Typing the same client information into multiple systems wastes hours and creates errors
Lost follow-up opportunities - Relying on memory to follow up means deals slip away to competitors who respond faster
No pipeline visibility - Can't see which prospects are hot, which quotes are pending, or which clients need renewal attention
Generic workflows - CRMs built for generic sales don't understand benefits cycles, open enrollment, or renewal processes
Overview
CRM That Actually Works for Insurance Agencies
Administr's CRM is the only platform that combines client management, prospect tracking, sales automation, and benefits administration in one integrated system. Built specifically for insurance agencies, our CRM understands your sales process, automates your follow-ups, and connects directly to quoting and enrollment—so you spend less time on data entry and more time closing deals.
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Full Support
Complete Client & Prospect Management
Manage your entire book of business—prospects, clients, employee census data, renewal dates, and communication history—in one powerful platform. Track every interaction, store important documents, set follow-up reminders, and see complete relationship history at a glance. Custom fields, tags, and segments let you organize clients exactly how your agency works.
Built-In Sales & Marketing Tools
Stop losing deals because you forgot to follow up or responded too slowly. Our CRM includes email marketing, SMS outreach, automated follow-up sequences, and pipeline management—all designed specifically for benefits sales. From first contact to signed contract, every touchpoint is tracked, automated, and optimized to close more business.
Workflow Automation That Eliminates Busy Work
Build custom workflows that handle your agency's recurring processes automatically. New prospect nurture sequences, renewal preparation checklists, compliance requirement tracking, or onboarding task assignments—create it once and let the system execute flawlessly every time. Spend your time on high-value activities, not repetitive admin work.
Why Agencies Choose Administr's CRM
Effortless and Efficient
Ready to Close More Deals and Stop Losing Prospects?
Join hundreds of agencies using Administr's CRM to manage their entire book of business, automate follow-ups, and grow faster without adding headcount.
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