The insurance CRM without the enterprise price tag
Pipeline, clients, policies, and renewals in one place, with automation that handles the follow-up for you.
One platform for the whole client lifecycle
Stop stitching together spreadsheets, sticky notes, and your carrier portals. Binder covers the work that keeps your agency growing.
Pipeline & lead management
Track every prospect from first quote to bound policy. Move deals across stages, never let a follow-up slip, and see exactly where your revenue is coming from.
Client & policy records
One profile for every client, with policies, coverages, documents, and conversation history in a single place your whole agency can trust.
Renewal automation
Auto-surface upcoming renewals, trigger reminder sequences, and keep your book retained without living inside a spreadsheet.
Tasks & follow-ups
Keep every commitment. Assign tasks, set reminders, and see what's due across your team so nothing falls through the cracks.
Automated outreach
Personalized email and text sequences for quotes, cross-sells, and check-ins, sent automatically and logged to every contact.
Reporting & insights
Dashboards that answer the questions you actually ask: what's closing, what's at risk, and where to spend your next hour.
Turn your book of business into your best growth channel
Your existing clients are your biggest opportunity. Binder spots cross-sell openings, flags at-risk renewals, and routes the right outreach automatically, so revenue compounds instead of leaking.
- Renewal and cross-sell opportunities surfaced for you
- Every touch logged to the client automatically
- Producer scorecards and pipeline forecasts in real time
- Works alongside the carriers and tools you already use
Collect client data securely, and look professional doing it
Send branded applications and intake forms your clients can finish in minutes. Everything they submit flows straight into the CRM, encrypted and attached to the right record, so you stop chasing details over email and rekeying PDFs.
- Customizable applications for any line of business
- Branded and professional, not a generic web form
- Encrypted submissions, attached to the client automatically
- Every submission creates a trackable opportunity on your pipeline
Put your follow-ups on autopilot
Build a sequence once and let it run. Trigger a series of emails and timed waits off a pipeline stage, like onboarding a client the moment they close, and never miss a touchpoint again.
- Trigger sequences off pipeline stage changes
- Mix emails and wait steps to pace outreach naturally
- Prebuilt for onboarding, renewals, and win-backs
- Turn it on and let it run in the background
An AI agent for your agency
Connect ChatGPT or Claude to Binder in two clicks, then let it work across your book like a teammate. It preps renewals, reads applications, researches prospects, and drafts the follow-ups for you to approve.
Plug in the AI you already use
Binder securely exposes your CRM to assistants like Claude and ChatGPT. No engineers, no integrations to build. Pick your assistant, approve the connection, and it can start working on your book.
Drop in a PDF application and it creates the contact, policy, and follow-up tasks.
It searches the web, summarizes the business, and flags likely coverage gaps.
It surfaces clients with a single policy and drafts tailored offers for your approval.
From spreadsheet chaos to a system in days
Set up in minutes
Add your clients, policies, and pipeline quickly. Binder is built to be simple from day one.
Automate the busywork
Renewal reminders, follow-ups, and outreach run themselves, so your team works relationships instead of doing data entry.
Close and retain more
A clear pipeline and a retained book. Spend your time on the clients and deals that move the needle.
Your first 5 users are completely free
The core CRM, with contacts, policies, pipeline, and renewals, is free for up to 5 users, forever. Upgrade when you want automations that run follow-ups, X-date campaigns, and renewal outreach without lifting a finger.
- All core CRM features, no trial countdown
- Up to 5 users per organization, free forever
- No credit card required to start
- Add seats only when your team outgrows the free plan