The CRM Built for Insurance Agents.
Manage contacts, policies, commissions and follow-ups in one workspace. Built for independent Life, Health and P&C agents, from solo practices to small teams.
14-day free trial · No credit card requiredIllustrative earned commissions
Sample figures · Not product performance| Client | Policy | Status | Updated |
|---|---|---|---|
| Morgan EllisIndividual · 2 policies | Term life | In force | Oct 21 |
| Avery ChenIndividual · 1 application | Health / ACA | Approved with conditions | Oct 22 |
| Oak & Elm StudioBusiness · 3 policies | Commercial property | In force | Oct 20 |
LESS CHASING. MORE CLARITY.
Your client’s story goes beyond a contact record. See their applications, policies, important dates and next steps together, without building your workflow from scratch.
Link multiple policies to individual or business contacts, across life, health and personal or commercial P&C. Keep sales stages separate from application decisions.
Track application status, dated history and the agent behind each change. Keep approval conditions and their follow-ups with the policy.
Follow-up linked to the policy
Bring appointments, renewal and policy-review reminders, important dates and outstanding tasks into your working day. Track commission records alongside the policies that earned them.
See upcoming client birthdays, set a task reminder for a personal follow-up, and enable personalized birthday emails for clients who have opted in. Choose your greeting and signature in Settings → Birthday Automation.
Add your state licenses, license numbers and expiration dates in Settings → My Agent Profile. Get in-app renewal reminders 30, 60 and 90 days before the expiration date you enter, with optional calendar tasks to plan your next steps.
A LITTLE HELP. YOU’RE STILL IN CHARGE.
Summarize client history, identify your next follow-up, and draft emails you can review before sending.
Usage limits apply. Review every draft before sending.
Morgan’s term life policy is recorded as in force. A policy review is on the task list. Confirm whether their needs have changed before discussing next steps.
Missing: No recent conversation notes in this example.
YOUR CLIENT. YOUR ADDRESS.
Connect Gmail or Microsoft 365 to keep client conversations, templates, and your signature right where you manage the relationship.
FROM YOUR DESK TO YOUR TEAM
Start solo, or invite agents into your workspace. Give everyone an individual login, keep client ownership clear, and manage team seats from the owner’s account.
Find your starting pointIllustrative team · Invitations and seats depend on workspace access
A CRM FOR INDEPENDENT INSURANCE AGENTS
A LITTLE MOMENTUM. A CLEAR NEXT STEP.
Your clients are counting on you, and your goals are worth pursuing. Kaisurance brings your clients, daily priorities, and income goals together in one simple workspace—helping you stay focused, build momentum, and grow your insurance business.
“Build momentum with the work you can do well today.”
DAILY MOTIVATION
A fresh motivational quote greets you each day, providing a little inspiration to stay positive, focused, and driven as you build your business.
MONTHLY INCOME GOALS
Set your monthly commission income target and see your progress as you work toward it. With a clear view of what you've earned and how far you have to go, you'll always know what you're working toward.
YOUR PRIORITIES, ALL IN ONE PLACE
Keep track of leads, follow-ups, policies, and client relationships without getting lost in complicated software. Spend less time managing your CRM and more time helping clients and closing sales.
Illustrative previews · Sample goal and earnings
Less time managing software. More time serving clients and reaching your goals.
A SIMPLE STARTING POINT
Monthly billing. No setup fee. Cancel anytime.
Compare CRMsYOUR OWN PRACTICE
Includes 1 user
14-day free trial · No credit card required
YOUR SHARED WORKSPACE
+$29/month per additional user
14-day free trial · No credit card required
AI usage limits apply.
A FEW THINGS TO KNOW
Independent agents who want one place to organize clients, applications, policies, commissions and follow-ups. Track life, health, Medicare, supplemental, annuity, group benefits and P&C business for individual and business clients. Carrier quoting is not included.
See upcoming tasks, appointments and your sales pipeline together. Keep notes and policy updates with each client, track commissions, and use follow-up tasks to keep your next steps visible.
Connect Gmail or Microsoft 365 to keep client conversations, templates, and your signature right where you manage the relationship.
Summarize client history, identify your next follow-up, and draft emails you can review before sending. Usage limits apply.
Solo is $49/month for one user. Team is $119/month for three total users, including the owner, plus $29/month for each additional user. Billing is monthly, with no setup fee. Cancel anytime.
The trial lasts 14 days from email verification and requires no credit card. Verify your email to access your workspace. Starting a trial does not authorize a charge. If you do not subscribe, access pauses when the trial ends.
If your trial ends without an active subscription, CRM access pauses. Workspace owners can still open Billing & team, and account recovery remains available.
Cancel anytime through Billing & team. A cancellation scheduled for the end of the billing period keeps access available through that period while payments are current; afterward, CRM access pauses. Paid subscriptions are not available yet.
Trial expiration or cancellation does not automatically delete your saved CRM records. While access is paused, those records are not available to view or export. A fixed data-retention period has not been published.
No. Built-in calling and dialers are not included.
Registration is open. Choose Solo or Team to start your 14-day free trial. No credit card required.
YOUR CLIENTS. YOUR NEXT CHAPTER.