MyInsureFlow is the only CRM designed from the ground up for insurance advisors. Know who needs a call, which policies are expiring, and where your next renewal opportunity is — before you've finished your morning coffee.
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A client's policy expires. You didn't notice in time. They get a call from another broker first. You lose the renewal — and probably the client. This happens every single week to advisors without a system.
Renewals lapse unnoticed
No alert, no follow-up, client gets picked off by a competitor.
Notes scattered everywhere
Sticky notes, email threads, phone memos — nothing connected.
No visibility into your business
You don't know your win rate, renewal rate, or pipeline value.
This is what your workday looks like when you have the right system.
Before you even open your laptop, MyInsureFlow emails you: 3 policies expiring in 14 days, 2 follow-up tasks due today, and a lead that went quiet for 10 days.
You already know her coverage details, last premium paid, and that she mentioned wanting to add critical illness. The call takes 8 minutes. She renews and upgrades.
You add them to the pipeline, attach a note from the intro call, and schedule a follow-up task. All in 90 seconds. Nothing falls through the cracks.
Book of business up 12% from last quarter. Win rate: 68%. Two policies renewing next month worth $4,800 in premium. You know exactly where to focus next week.
Purpose-built for insurance — not retrofitted from a generic sales tool.
Every client in one place — contact info, policy history, notes, documents, and a full activity log.
Track every policy — carrier, type, premium, coverage amount, effective and expiration dates.
Kanban board to move prospects from first contact to closed-won. See exactly where every lead stands.
Automatic daily digest of expiring policies grouped by urgency. Reach out before competitors do.
Follow-up tasks, calls, emails, and meetings linked directly to clients and leads.
Book of business premium, win rates, policy type breakdown, pipeline value, and growth trends.
Every morning at 8 AM, MyInsureFlow sends you a personalized digest: which policies are expiring, which tasks are due, and which leads need attention. Start every day focused, not catching up.
Your Morning Briefing
from MyInsureFlow · 8:00 AM
3 policies expiring in 14 days
Sarah M., James T., Patricia L.
2 follow-up tasks due today
Call David · Send quote to Lena
Pipeline: 8 active leads
$12,400 estimated annual premium
“I used to track everything in Excel. Now I can see all my renewals, tasks, and leads the moment I open my laptop. I've already saved two clients from lapsing that I would have completely missed.”
Beta User
Independent life & health advisor · British Columbia
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