Your Shop Desk
Renters Insurance · Custom Shop Desk CRM

A Custom CRM for Renters Insurance Agents

For agents writing renters policies, often for people who need proof before they get the keys. Yours would move fast on move in deadlines and keep the tenant when they move out.

Start your project See desks we built
A Shop Desk set up the way a renters insurance business would run it
A Shop Desk set up the way a renters 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 Renters Insurance Words

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

  1. 01New Lead
  2. 02Quoted
  3. 03Bound
  4. 04Proof Sent
  5. 05Active
  6. 06Lease End

A renters policy on your desk hangs off the tenant and the unit.

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

  • Unit address
  • Leasing office or landlord
  • Move in date
  • Liability limit and personal property
  • Interested party listed
  • Proof of coverage sent
Where it leaks

Where Renters Insurance Businesses Lose Work

Key Day Deadlines

The leasing office won't hand over keys without proof of coverage. A slow reply means the tenant buys the first policy they find online.

Leasing Office Partners Forgotten

A few complexes send you most of your renters. If nobody tracks them, you never know when one stops sending.

Policies Lost at Move Out

The tenant moves and cancels instead of moving the policy. Nobody called to update the address, so the client is gone.

What we would build

Fitted to How You Already Work

  • Same Day Quote Replies

    A tenant who asks for a quote gets a text back right away with what you need. The move in date sits on the lead so you work the tight ones first.

  • A Leasing Office Partner Board

    See which complexes and landlords send leads and how many bound. Give each one a simple link for their tenants.

  • Lease End Follow Ups

    Every policy carries the lease end date. The desk reminds you to call before they move so the policy moves with them.

  • Ask About the Car

    Renters only clients get flagged for an auto conversation. It is a small note that turns a small policy into a household.

Start your project

Questions

What Renters Insurance Owners Ask

Can a leasing office send tenants to us?
Yes. We can give each office a link or form that puts the tenant on your board with the complex name. You see which offices send the most.
Can I see which tenants still need proof sent?
Yes. Proof Sent is its own stage. Anything bound but not sent shows up so a tenant is never stuck at the leasing desk.
Can it remind me when someone's lease is ending?
Yes. You enter the lease end date and choose how far ahead you want the reminder. The tenant gets a note asking where they are moving.
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.

More in Insurance

All 150 industries

Tell Us How Your Renters Insurance Business Runs

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

Start your project