4.98 Google rating

For independent agents, agencies and brokers

Insurance Agency CRM for Agents and Brokers

BaseCloud keeps every household, policy and renewal date in one place, with the phone system and texting built in. Quotes get followed up, renewals start weeks early, and every client call is recorded on the account.

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Insurance agent managing policies and renewals in BaseCloud CRM

Renewals started 60 days out

Example workflowA quote that becomes a policy

Clients who love our CRM system

Feel free to ask them about us.

  • Galetti
  • Quatro
  • Agriskills
  • Mastercare
  • Aluma
  • TutorsSA
  • Gawie le Roux Institute of Law
  • BNI
  • Vision Works
  • Intello Group

Selling the policy is one conversation. Keeping it for ten years is hundreds.

Quote requests come in from your website, comparison sites, referrals and walk-ins. Renewal dates sit in the carrier systems, X-dates for prospects sit in a spreadsheet, and the cross-sell conversation never happens because nobody had time. When a client calls about a claim, whoever answers has to dig for the policy details.

What BaseCloud CRM solves

What an insurance CRM should fix

  • Every policy on the client record, with carrier, premium and renewal date
  • Renewal reminders that start on time, for the client and the producer
  • Quotes followed up until they are bound or declined
  • Prospect X-dates that trigger a call when the current policy is about to renew
  • Cross-sell prompts for clients who hold auto but not home, or home but not umbrella
  • Every call recorded and summarized, so service notes are never missing

How it works

From quote request to renewal

The four jobs that fill an agency's week, run from one client record.

Quote requests answered fast

A web form or lead ad creates the contact and assigns a producer. The first call happens while the prospect is still comparing.

  • Call Connect rings the producer as soon as the form lands
  • Coverage needs captured in custom fields during the call
  • Unbound quotes get a follow-up text and email sequence

What you get

Built for agencies that live on renewals

The BaseCloud features an insurance agency uses daily, in agency terms.

  • A Policies table per household

    Carrier, policy number, line of business, premium and renewal date for every policy, with total premium per client.

  • Renewal and X-date triggers

    Client Date Triggers start renewal reviews and prospect re-quotes on schedule. No calendar of sticky notes.

  • Recorded calls with AI summaries

    Every client call is recorded and transcribed, with a summary and action points saved to the account.

  • Calls routed to the right desk

    An IVR menu sends quotes to producers and service calls to account managers. Ring groups cover lunch hours.

  • Texting with 10DLC registration

    Text renewal reminders and document requests from your agency number. BaseCloud handles the US 10DLC registration.

  • Producer and book reports

    See quotes, bound policies and calls by producer, plus where new business comes from.

The BaseCloud difference

Built in, not bolted on

Calling, texting, WhatsApp, email, quoting, e-signature and automation are part of BaseCloud, not add-ons from other vendors. One login, one client record, and no connectors to keep alive between separate subscriptions.

  • Phone system
  • SMS
  • WhatsApp
  • Gmail / Microsoft 365
  • Workflow automation
  • Quotes & invoices
  • E-signature

Insurance Brokers on BaseCloud

One auto quote, from web form to renewal

This is an example of how an agency can set up BaseCloud. Every step is a standard workflow you can change.

Example workflow

A personal-lines quote request for a family that also owns a home

A prospect asks for an auto quote on your website on a Tuesday morning. Here is how it moves.

  1. 1. Request captured

    The website form creates the household, records the source and assigns the producer whose turn it is.

  2. 2. Producer calls

    Call Connect rings the producer and dials the prospect. The call is recorded and summarized.

  3. 3. Quote followed up

    If the quote isn't bound in three days, a text and an email go out, then a task for a second call.

  4. 4. Policy recorded

    Once bound, the policy goes in the Policies table with its renewal date. The welcome email goes out.

  5. 5. Cross-sell prompt

    A rule spots the household has auto but no home policy and opens a cross-sell task for the producer.

  6. 6. Renewal review

    Sixty days before renewal, the account manager gets a review task and the client gets a heads-up text.

Producers spend their time quoting and advising. Renewals, follow-ups and reminders run on schedule.

We pride ourselves on 5-Star Service

4.98 Google rating

Read our reviews on Google

Moving to BaseCloud was the best decision we could have made. The onboarding process was very professional. … It is comforting knowing you have a team of professional, knowledgeable people at your disposal.

Pieter vd WaltPosted on Google

Excellent service, professional team. The best I ever worked with.

Sandra ViljoenPosted on Google

Very professional and helpful. They consistently go out of their way to assist wherever needed. I would highly recommend them.

Annelien BouillonPosted on Google

Very knowledgeable team that understands our market.

Alan FritzPosted on Google

Thank you BaseCloud for … helping me get up to speed with your platform so that we could help our client fully integrate with your CRM.

Julian WesselooPosted on Google

Great team and very knowledgeable. Patient, but they keep their fingers on the pulse. Highly recommend.

The Capital DistilleryPosted on Google

Thank you to the incredible BaseCloud team for all your hard work and support.

Belinda VD MerwePosted on Google

Brilliant company!

Pieter KoelewynPosted on Google

FAQ

Insurance agency CRM questions

Does BaseCloud replace my agency management system?
No. BaseCloud is the sales, communication and follow-up side of the agency. Most agencies keep their agency management system or carrier systems for policy administration and use BaseCloud for leads, renewals, calls and texts. Policy details can come in by CSV import, the API or webhooks.
Does it integrate with Applied Epic, AMS360 or HawkSoft?
There is no built-in connection to those systems. If your system can export CSV files or send webhooks, policy data can be imported or pushed into BaseCloud. Otherwise policies are entered in the Policies table directly.
How does BaseCloud handle policy renewals?
Each policy's renewal date is a date field. A Client Date Trigger fires a set number of days before it, creates a re-market task for the account manager and can text or email the client. You choose the timing and the messages.
Can I record calls for E&O protection?
Yes. Calls made and received through BaseCloud are recorded and attached to the client with a transcript and an AI summary. You are responsible for any call-recording consent rules in your state.
Can we text clients from the agency number?
Yes. Two-way and bulk texts go out from your business numbers and replies land on the client record. For US numbers, BaseCloud registers your 10DLC brand and campaign and links your numbers when it's approved.
Can we import our existing book of business?
Yes. Clients, contacts and policies can be imported from CSV files. Duplicate clients can be merged later while keeping their history.

Fewer missed renewals. More policies per household.

Show us how your agency quotes and renews today, and we'll set up the same process in BaseCloud for you to try.

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