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Coming Soon

CRM

Know your business. See your opportunities. Stay focused on what matters.

Your customers are in one place. Your prospects in another. Follow-ups live in your head, and the spreadsheet never quite tells the whole story. You need a clearer view of the business, not another thing to manage.

Accelsure's CRM will bring your relationships, opportunities and agency information together, so you can spend less time piecing things together and more time moving your agency forward.

Every capability on this page is Coming Soon. Works alongside your AMS, not instead of it.

Connected by design

More than a CRM. Ari helps you see the bigger picture.

A list of records can tell you what you have. Working with Ari will help you think through what it means for the agency you want to build.

In every plan, the CRM will let you explore authorized customer, prospect, opportunity, expiration, premium and revenue information alongside your agency's goals. For example, upcoming contractor expirations might give you a reason to prioritize relationship-building in your next Growth Plan.

Ari is your AI agency partner in every plan. You decide which opportunities to pursue.

  • Customers
  • Opportunities
  • Policy Expirations
  • Premium & Revenue
  • Follow-ups

You + Ari

Your AI agency partner

See the connections.
Explore the options.
You decide what comes next.

Clearer priorities

  • Focus on the right relationships
  • Prepare for upcoming expirations
  • Connect opportunities to your Growth Goal
Ari will work only with information you're authorized to use and choose to share.

Your customers and prospects, all in one place

Keep the people, accounts and conversations behind your business connected. Pick up a relationship without searching through scattered notes or trying to remember who promised what.

See the opportunity alongside the contact, the last conversation and the next follow-up. Whether you're checking in with a longtime client or developing a new contractor relationship, you have a clearer place to start.

An illustrative relationship

A local electrical contractor

Prospect · Commercial insurance

  1. Introduced
  2. Discussing needs
  3. Next conversation

Next follow-up

Ask about their upcoming renewal and gather the information you need for a useful conversation.

Illustrative example — not a product screenshot.

Before the expiration

  1. 1

    Look ahead

    A prospect's outside policy is approaching expiration.

  2. 2

    Prepare

    Review the relationship, policy date and open questions.

  3. 3

    Follow through

    Set your next step while there's time for a thoughtful conversation.

A way to organize timing. You decide the follow-through.

Don't let good opportunities slip through the cracks.

Know which prospects are exploring options, which conversations need a next step and which policy dates deserve attention.

Organize pipeline stages, customer renewals and prospects' outside policy expirations. A useful view of what's coming up helps you prepare before the opportunity becomes a last-minute scramble.

You stay in control of the follow-through.

Know your book

Understand the business you're building.

You'll bring premium, commission and agency revenue into a simple baseline view, alongside lines of business and where your business comes from. See the difference between a growing book and the revenue that supports your agency.

Your book
See the lines of business and relationships that make up your agency.
Your revenue
Keep reported premium and commission distinct from calculated totals. Calculations depend on the information you provide.
Your sources
Understand which referrals, relationships and channels contribute business, where records are available.

The everyday CRM dashboard will be included in every plan.

Start with the information you already have.

You shouldn't have to start again to get organized. CSV and Excel/XLSX import will help you bring existing records into a more useful structure.

Match columns, review a preview, check possible duplicates and confirm the import before records are added. Works alongside your AMS, not instead of it.

Your spreadsheet

A clearer starting point

  1. Match your columns
  2. Preview records and possible duplicates
  3. Confirm what you want to import
Illustrative import flow.

Advanced CRM Insights

See the business behind the book.

Where business comes from

  • Client referrals
  • Contractor relationships
  • Renewals
  • New prospects

Questions worth exploring

  • Does your book reflect where you want to grow?
  • Which sources bring the business you want?
  • What changed since your last review?
Illustrative example — not a product screenshot.

Go beyond the everyday dashboard.

Advanced CRM Insights will be a dedicated premium reporting workspace, included in Emerging and Growth and available to Solo through the upcoming Solo Plus upgrade. Core CRM and Ari's contextual help stay in every plan.

Explore book composition, pipeline, expirations, alignment with your Growth Goal and source performance. Compare periods where historical data exists, and work with Ari to consider what deserves your attention next.

Everyday CRM visibility for everyone. Deeper, dedicated reporting with Advanced CRM Insights.

Explore the plans →

More control over your business. More time for the life you're building.

Know the relationships behind your book, focus on opportunities that fit and work toward profitable growth with Ari. Works alongside your AMS, not instead of it.

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