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The CRM Built for Insurance Agents

Simplify, Automate, Grow

CORE CRM transforms the way independent agents and agencies manage their business, turning scattered client data into actionable insights, automated engagement, and seamless growth.

Why Core?

Solving the Biggest Challenges for Independent Agents

Your client data is everywhere – spreadsheets, carrier portals, quoting tools, email lists, and even paper files. Managing it all takes time, and opportunities slip through the cracks.

CORE CRM brings everything together in one place, making your data work for you.

  • One system to manage all clients across multiple carriers & product lines
  • Automated client engagement to keep you top-of-mind year-round
  • Seamless sales & enrollment tools integrated into your workflow
  • Smart insights to uncover new revenue in your existing book of business

Key Features – The CORE Difference

Everything You Need, Nothing You Don't

Centralized Client Management

Store and access all client data in one place, including policies, providers, prescriptions, and more.

Automated Marketing & Client Engagement

Keep clients engaged with pre-built email campaigns, birthday/anniversary automations, and retention-focused touchpoints.

Sales Opportunity Insights

Identify cross-selling and upselling opportunities based on client data trends.

Integrated Quoting & Enrollment

Quote and enroll seamlessly with MyHealthPlan, SunFire, and RetireFlo.

Custom Workflows & Automations

Automate repetitive tasks, streamline follow-ups, and focus on growing your business.

Expanding Capabilities

New features, automations, and updates keep you ahead of the industry.

How CORE Works – Simple & Powerful

How CORE Empowers Your Business

Import & Organize Your Clients

Quickly upload existing data.

Automate Client Touchpoints

Stay connected effortlessy with built-in engagement tools.

Unlock Growth Opportunities

Leverage insights workflows, and AI-powered recommendations.

Get Started Today

Ready to See CORE in Action?

Experience firsthand how CORE can streamline your workflow, grow your book of business, and save you time starting at $49.99/month. Join the waitlist to request a demo today.

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