Reelate
Coming SoonA modern CRM for the insurance industry.
Reelate is a modern CRM designed specifically for insurance professionals. Manage policies, automate renewals, track commissions, and provide clients with a self-service portal — all built around the workflows that insurance agents and agencies actually use. No more forcing generic CRM tools to fit an industry with unique requirements.
Features
Policy Management
Track policies across carriers with coverage details, effective dates, premium amounts, and document attachments.
Client Portal
Give clients secure access to their policies, documents, and communication history through a branded portal.
Renewal Automation
Automated renewal reminders and workflows to ensure no policy lapses and every renewal is handled on time.
Commission Tracking
Track commissions by policy, carrier, and agent with automated calculations and reporting.
Carrier Integration
Connect with carrier systems for real-time quoting, policy data syncing, and streamlined submissions.
Compliance Tools
Built-in compliance tracking for licensing, continuing education, and regulatory requirements.