Who we help

From the independent agent to the FMO.

CRMDAY One and the CRMDAY team support insurance operations at every stage: licensed agents running their own book, agencies with producers and service teams, and FMOs, IMOs and networks managing many agents and agencies.

Insurance professionals working together around a table with laptops

Three profiles, one platform

Start where you are. Grow without switching systems.

01 · Solo
Independent agents
You sell, serve and renew on your own. CRMDAY One gives you the structure of a larger operation without the overhead.
- Pipeline, clients, policies and households in one place
- Healthcare.gov quotes and signed forms from the client record
- Renewal and Open Enrollment follow-up that doesn't depend on memory
- Start with a single user
Start your free trial
02 · Team
Agencies
Producers, service agents and managers working on the same records, with clear ownership and visibility.
- Ownership and queues for leads, cases and renewals
- Shared inbox across voice, SMS, WhatsApp and Instagram
- Dashboards for pending work by agent
- AI that qualifies and hands off with a summary
See the insurance CRM
03 · Network
FMOs, IMOs & networks
Many agents and agencies under one structure, with hierarchy, permissions and commissions that match how the organization really works.
- Multi-level hierarchy of agents and agencies
- Role-based visibility for each level
- Commission splits, overrides and payouts
- Shared standards with local execution
See CRMDAY One for FMOs