Solutions
Insurance brokers
Inquiries, meetings, and renewals
Motor, medical, and commercial quotes move on named owners and a next call date.
Who it is for
Teams that fit this vertical
Insurance brokerages
Independent advisors
Renewal and service desks
How teams use it
A clear day in the CRM
- 01
Capture walk-in, WhatsApp, and referral inquiries
- 02
Book client meetings with a clear owner
- 03
Chase quotes and renewal dates so nothing goes quiet
- 04
Keep CRM work separate from the insurer admin portal
What you use today
The same Caxron core
Every sector starts with leads, customers, appointments, and follow-ups. Your team can begin on that core today.
Direction
Sector extras under consideration
Not in current plans or pricing. Listed for product direction only.
- Renewal calendar
- Policy number on the record
- Insurer scorecards
Common questions
Short answers for buyers evaluating insurance brokers on company-licensed CRM.
Can insurance brokers use Caxron?
Yes. Advisors capture inquiries and chase quotes and renewals on CRM licensed to the brokerage.
Does Caxron issue policies?
No. Caxron is CRM for pipeline and follow-ups.
Policy admin stays in insurer systems.
How do brokerages buy Caxron?
Contact sales with seat count. See the pricing page for plan options.
Ready for Insurance brokers?
Tell us seats and how your team works. We prepare your CRM and email setup details.