Monthly Basis CRM | Insurance

The Challenges You Face

You've tried the generic CRMs. They promised to "streamline your sales," but left you with a patchwork of spreadsheets and manual tasks. At Monthly Basis CRM, we understand that insurance isn't just about sales—it's about complex policies, compliance, and long-term client relationships. That's why we built a CRM specifically for you.

Key Features Insurance Professionals Look For (and Can't Find)

• Integrated Policy and Claims Management: Stop toggling between systems. Our platform provides a true 360-degree view of your clients by integrating directly with your policy management and claims processing systems. See every policy, its status, and a full claims history, all from one central dashboard.
• Automated Renewal & "X-Date" Reminders: Retention is everything. Our CRM is built with automated, customizable workflows that track policy renewal dates (X-dates) and trigger a series of follow-up tasks and communications. Proactively engage clients, identify cross-selling opportunities, and never miss a renewal again.
• Complex Commission and Compensation Tracking: Say goodbye to endless spreadsheets. Our robust commission engine is designed to handle intricate commission structures, including multi-carrier rates, different product types, and performance-based tiers. Track commissions, manage chargebacks, and generate clear, accurate reports with the click of a button.
• Industry-Specific Compliance and Audit Trails: We know that compliance is non-negotiable. Monthly Basis CRM provides comprehensive audit trails that record every client interaction, data change, and approval. This feature ensures you have a clear, documented history for every client, making audits and compliance checks a breeze.

Monthly Basis CRM: The Features You Didn't Know You Needed

• Multi-Carrier & Product Management: Our platform is designed with a flexible data model that allows you to easily manage and organize policies from multiple carriers and across all product lines—from life and health to home and auto. Compare products and pricing effortlessly to find the best fit for your clients.
• Client-Centric Document & Communication Hub: All your client documents and communications in one secure place. Our integrated document management system supports e-signatures and secure sharing, while our communication hub centralizes emails, calls, and notes. This makes it easy to find what you need and provides a seamless, professional experience for your clients.
• Predictive Retention & Cross-Sell Analytics: Move beyond basic reporting. Our advanced analytics engine uses your client data to identify which clients are at risk of lapsing and which ones are most likely to buy a new policy. Receive proactive alerts and data-driven insights to help you grow your book of business and serve your clients better.