Now in Beta

Agency IntelligenceBuilt for Independent Insurance Agencies

Manage policies, contacts, carriers, and commissions in one system — purpose-built for how independent agencies actually work.

Everything Your Agency Needs

One system for contacts, policies, commissions, and the workflows that tie them together.

Track companies, contacts, and the relationships between them — spouses, employers, referral sources — in one place.

Organize policies by carrier and line of business, with side-by-side coverage comparison for renewals and rewrites.

Import carrier commission statements and reconcile them against what you expect to be paid.

Auto-create tasks, assign owners, and fire webhooks based on triggers across contacts, policies, tasks, and leads.

Track claims and follow-ups with due dates, reminders, and automatic overdue escalation.

See book-of-business trends, renewal pipelines, and team activity at a glance.

Request a personalized demo and see how ImperaCRM fits your agency's workflow.