The CRM we wished agencies had
Insurance agents spend their days building relationships and protecting clients, then lose hours to spreadsheets and busywork. We're building the system that gives that time back.
Why we started
We've spent the last decade deploying CRMs and making insurance agencies and brokers more efficient, and we kept seeing the same pattern: hard-working agencies held back by the tools meant to help them.
No time for renewals or marketing
X-dates get missed and cross-sell never happens, not because agents don't want to do it, but because the day is already full of service work and no system does it for them.
Old, slow, expensive tools
The bar for software in this industry is low, so agencies end up stuck with clunky, years-behind systems that were never built with them in mind.
Books of business trapped on paper
Client notes in a notebook, renewal dates in a spreadsheet, policies in a filing cabinet. The data exists, it's just not usable by anyone but the person who wrote it down.
No visibility into the business
Owners can't tell you what's in the pipeline, what's closing, or how their producers are actually performing, because nothing lives in one place.
Service running out of an inbox
Client requests come in by email and get handled from memory, with no record of what was promised, to whom, or by when.
A producer's book walks out
When client relationships live in one person's inbox and notebook instead of a shared system, losing a producer means losing their clients too.
What changes when the system catches up
Renewals became a second chance
We've watched an agency turn on renewal follow-up for the first time and bring back clients they'd lost years earlier. The outreach was always worth doing, it just never had time to happen before.
Automation became a sales channel
The moment outreach ran on a real cadence instead of an ad hoc one, sales took off. The pipeline was already sitting there, it just needed something working it every day.
What we believe
Built for agents
Every screen is designed around how an agency actually works: policies, renewals, and relationships, not abstract 'deals'.
Useful on day one
Import your book and get value immediately. No six-month implementation, no consultant required.
Free to start, priced to grow with you
New agents shouldn't need a budget to get organized, so Binder is free from day one. When you're ready to grow, the paid tier is built to make you more money and save you time, not just add a bill.
Come build your agency with us
Start free with up to 5 users and see what your team gets back when the busywork runs itself.