Your Shop Desk
Home Insurance · Custom Shop Desk CRM

A Custom CRM for Home Insurance Agents

For agents who live on closing dates and roof years. Here is how yours would keep every property, lender and renewal in one place, so no binder is late and no nonrenewal is a surprise.

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A Shop Desk set up the way a home insurance business would run it
A Shop Desk set up the way a home 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 Home Insurance Words

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

  1. 01New Lead
  2. 02Property Details
  3. 03Quote Sent
  4. 04Bound
  5. 05Evidence Sent
  6. 06Inspection
  7. 07Renewal

A home quote on your desk hangs off the property and the policyholder.

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

  • Year built and roof age
  • Construction type and square footage
  • Closing date
  • Mortgagee clause
  • Prior claims
  • Property photos
Where it leaks

Where Home Insurance Businesses Lose Work

Closing Dates That Won't Wait

A buyer needs a binder before closing and the loan officer is calling daily. If the quote stalls, the lender or the realtor sends the deal to someone faster.

Quotes Stuck on Missing Details

You can't rate the home until you know the roof year and the updates. The customer promised to check and never called back, and nobody reminded them.

Nonrenewal Letters Nobody Catches

A carrier pulls out of a zip code or drops an older roof. If you find out when the client calls upset, the account may already be gone.

What we would build

Fitted to How You Already Work

  • Closing Date Tracking With the Lender

    Every purchase quote carries its closing date, loan officer and mortgagee clause. The desk nudges you ahead of closing so the evidence of insurance is ready on time.

  • Property Photos From the Customer's Phone

    The homeowner gets a page to send roof, panel and water heater photos from their phone. The photos land on the property record, not in your text thread.

  • Renewal Review Before the Notice

    Policies coming up for renewal show on a board with room to remarket before the price hits. Nonrenewals get their own lane so you can call first.

  • Who Sees What, Set Together

    We set up consent capture, opt outs and access by role with you. Your producers see their book and your service team sees what they need.

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Questions

What Home Insurance Owners Ask

Can loan officers send me referrals straight into it?
Yes. We can give your lender partners a simple form or link that drops the buyer onto your board with the closing date. You can see which loan officer sends the most business.
Can clients send roof and panel photos without email?
Yes. They get a link to their own page and upload from their phone. The photos stay attached to that property.
Will it show me which policies are about to renew?
Yes. Renewals sit on a board by date, and you choose how far ahead you want to see them. You can mark each one reviewed, remarketed or left alone.
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 Home Insurance Business Runs

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

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