Your Shop Desk
Auto Insurance · Custom Shop Desk CRM

A Custom CRM for Auto Insurance Agencies

For agents who write auto and know the first callback usually writes the policy. Every household, driver and vehicle sits on one record, and renewals show up before the carrier notice does.

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A Shop Desk set up the way a auto insurance business would run it
A Shop Desk set up the way a auto insurance business would run it

Shown: Crescent Harbor Insurance, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Auto Insurance Words

Every quote moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Contacted
  3. 03Quote Ran
  4. 04Quote Sent
  5. 05Bound
  6. 06First Payment
  7. 07Renewal

A quote on your desk hangs off the household and its vehicles.

So the card asks for what you actually need, and nothing a auto insurance business would never fill in.

  • Drivers in the household
  • VINs and garaging address
  • Current carrier and expiration date
  • Limits asked for
  • Tickets and prior claims
  • Consent to contact
Where it leaks

Where Auto Insurance Businesses Lose Work

Internet Leads Go Cold Fast

A shopper fills out a quote form on three sites at once. The agent who calls back first has the best shot, and the rest leave voicemails nobody returns.

Renewals Walk Out the Door

A client gets a rate increase notice and shops it before you hear a word. Nobody reached out ahead of time, so the book you built slips away one policy at a time.

Quotes Nobody Chases

You ran the rates, sent the proposal and picked up the next call. Without a reminder, a warm household sits in your inbox until another agent writes it.

What we would build

Fitted to How You Already Work

  • A Fast Reply on Every Quote Request

    A web lead or missed call gets a text back in your agency's voice, day or night. Your producer takes it from there with the household already on the screen.

  • One Record per Household

    Drivers, vehicles, garaging address and current carrier all live together. When you add the home or umbrella later, it lands on the same household.

  • A Renewal and Round Out Board

    See every policy coming up for renewal with time to review it first. Auto only households get flagged so your team knows who to ask about home and renters.

  • Consent and Opt Outs Set With You

    We set up how consent is captured on your forms, how stop requests are honored and who on your team sees what. You make the rules and the desk follows them.

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Questions

What Auto Insurance Owners Ask

Can it work with the carriers I already quote with?
You keep rating in the carrier sites or comparative rater you use now. The desk holds the household, the quotes you sent and the follow ups. We set up a spot to record the carrier and premium so you can see what you quoted at a glance.
Will it text someone who asked us to stop?
No. Opt outs are honored on the desk, and we set up consent and stop handling with you before anything sends. You decide what goes out and when.
Does this replace my agency management system?
It can sit beside it or take over the sales side, depending on how you run. One common split keeps policy servicing where it is and puts leads, quotes, follow ups and renewal outreach on the desk. We will look at what you have and tell you plainly what should stay.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Auto Insurance Business Runs

We will tell you honestly what a desk fitted to it would take.

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