Manage Policies, Claims, and Agents on
One Platform
From quoting through claims resolution, unify underwriting, policy administration, and agent management in a CRM that accelerates your insurance operations.
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Faster Claims Processing
With automated triage workflows
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Policy Renewal Rate
Using proactive renewal campaigns
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Less Manual Data Entry
Through smart form pre-population
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Higher Agent Productivity
With streamlined quoting tools
Core Capabilities
Everything you need for
insurance.
Purpose-built features that address the unique challenges of the insurance industry.
Policy Lifecycle Management
Administer policies from quote through renewal with automated workflows, endorsement tracking, and premium calculations.
- End-to-end policy workflow: quote, bind, issue, endorse, renew, cancel
- Automated premium calculations based on configurable rating tables
- Endorsement and rider management with version-controlled policy documents
- Bulk renewal processing with pre-populated terms and premium adjustments
- Policy search and filtering by coverage type, status, effective date, and agent
Claims Intake & Processing
Streamline the claims journey from first notice of loss through settlement with automated triage and adjuster assignment.
- Digital FNOL submission via web portal, email, or phone-logged entry
- Automated claim severity scoring to prioritize high-value cases
- Adjuster assignment based on expertise, location, and workload
- Document collection workflow for photos, police reports, and estimates
- Reserve tracking and payment disbursement with approval chains
Underwriting Workbench
Equip underwriters with risk assessment tools, third-party data integrations, and decision-support dashboards.
- Structured submission intake with required fields per line of business
- Risk scoring models with configurable weighting factors
- Third-party data enrichment for credit, property, and loss history
- Referral and authority-level routing for submissions exceeding guidelines
- Decline and quote-not-taken tracking to analyze lost business
Agent & Broker Portal
Give your distribution partners self-service access to quoting, policy status, commission statements, and marketing materials.
- Branded agent portal with single sign-on and role-based access
- Self-service quoting and binding for eligible lines of business
- Real-time policy and claims status lookup without calling support
- Commission statement downloads and production reports
- Co-branded marketing materials and lead-sharing tools
Renewal & Retention Engine
Proactively manage renewals with automated outreach, competitive re-quoting, and retention risk scoring.
- Automated renewal reminders at 90, 60, and 30 days before expiry
- Retention risk scoring based on claims frequency and market competitiveness
- Side-by-side renewal vs. new-business quote comparison
- Win-back campaigns for recently lapsed policies
- Renewal rate tracking by agent, line of business, and region
Loss Ratio & Book Analytics
Monitor loss ratios, premium growth, and book composition with actuarial-grade dashboards and drill-down reports.
- Loss ratio trending by line of business, region, and policy year
- Premium volume and growth rate dashboards with forecasting
- Book-of-business composition analysis by coverage type and size
- Agent production scorecards comparing GWP, retention, and loss ratios
- Regulatory reporting templates for state filings and audits
Trust & Compliance
Enterprise-grade security,
industry-specific compliance.
Use Cases
How insurance teams
use Leadify.
Property & Casualty Carrier
Administer commercial and personal lines policies, process claims from FNOL to settlement, and monitor loss ratios across your entire book of business.
Managing General Agent (MGA)
Manage delegated authority workflows, track binding authority limits, and provide carriers with transparent production and loss reporting.
Independent Insurance Agency
Centralize client policies across multiple carriers, automate cross-sell campaigns for coverage gaps, and track agency-wide commission revenue.
Benefits & Group Insurance
Manage employer group enrollments, track open enrollment periods, and coordinate with carriers on plan renewals and rate negotiations.
“Our renewal process used to be chaotic, with agents scrambling to contact clients at the last minute. Now, automated campaigns start 90 days out, and our retention rate speaks for itself.”
Patricia Nguyen
Head of Operations, Horizon Insurance Group
FAQ
Insurance CRM,
answered.
Integrations
Connects with the tools
insurance teams already use.
Native two-way sync with the core systems that run your insurance operations — no brittle Zaps, no duplicate data, no manual exports.
Policy & Rating
- Guidewire & Duck Creek
- Applied Epic & Vertafore
- Comparative raters (EZLynx, PL Rating)
Claims & FNOL
- Duck Creek Claims
- Snapsheet photo estimating
- Xactimate property claims
Comms & Docs
- DocuSign & Adobe Sign
- Twilio SMS for claims updates
- Outlook & Gmail two-way sync
More solutions for insurance teams.
Modernize Your Insurance Operations Today
See how Leadify helps carriers and agencies process claims faster, retain more policyholders, and grow premium volume.