Outgrow ICRM BrokerCRM. Own your client and renewal records.

A client carries its policies and their sections underneath it, so a business with property, liability and motor reads as one relationship, not three rows.

• check Who has been on cover longest without a conversation recorded, ranked by premium
• check Every policy a client holds, with insurer, sum insured and premium side by side
• check Which broker looks after which clients, and what changes hands if one leaves
• check Endorsements kept with the date each one took effect

Renewals move through stages, from not started to in market. The Monday list starts with what has slipped.

• check Bands at sixty, thirty and fourteen days, with premium at risk in each
• check Renewals waiting on an underwriter past the date terms were promised
• check Anything past expiry and still showing as in force, at the top
• check Which insurer takes longest to come back with terms, by class of business

Claim events and advice records are stored as fields, and a check lists every file that falls short of the rules your practice works under.

• check Open claims sorted by how long since the client last heard from you
• check Placements in the past year with no advice record written
• check Each rule names its clause in the Insurance Brokers Code of Practice, and in New Zealand the Financial Markets Conduct Act
• check Claim updates drafted from the record for a broker to check and send

Brokerage sits in the same records as the policies that earn it, so the renewal list and the income report never disagree.

• check Brokerage earned by month and by insurer
• check Brokerage booked and never received, by age
• check Branded schedules and summaries in your own colours
• check A new field, stage or report added by describing it in plain English