The CRM that runs an insurance practice. With EGEAN AI doing the typing.
Clients, households, policies, pipeline and commissions in one place, built for the way Canadian advisors and agencies actually work. EGEAN CRM is $49 and EGEAN AI is $19.99 per advisor per month, taxes extra.
Real screens from EGEAN. The clients are made up.
Your day, in order. Open it in the morning and start.
Today puts the calls to make, compliance reviews, renewals, conversion deadlines and meetings on one screen, grouped and ordered by what matters first.
- Calls, reviews and follow-ups due today
- Renewals and policy reviews in the next 60 days
- Term conversion deadlines before they pass
A pipeline that won’t let deals go cold.
Every opportunity moves through your stages, from new lead to policy in force. Deals with no follow-up booked are flagged in red, and the board shows the premium in play.
- Your own stages
- Stalled deals flagged automatically
- Every card linked to the client file
The whole household on one page.
People, policies, coverage and premium, the next action, every email, note, call and document. Everyone on your team works from the same file.
- Households, policies and beneficiaries
- Full activity timeline
- Encrypted document vault
EGEAN AI runs the fact-find. You keep talking to the client.
Open a client file and tell EGEAN AI what you need. It asks the eligibility questions in the right order, saves the answers to the file, and drafts the follow-up email or Reason-Why letter for you to review.
- Guided fact-find, saved to the file
- Notes, tasks and meetings by asking
- Every draft waits for your review
EGEAN AI is an assistant, not an autopilot. It works on the client file you have open, does what you ask, and does not quote, recommend products or make decisions for you.
Commissions you can actually reconcile.
Import carrier statements, match them to policies, and see what each carrier owes you. Shortfalls show up as outstanding, and chargebacks wait for your confirmation instead of surprising you.
- Expected, received and outstanding by carrier
- Proposed chargebacks to confirm
- Sales and commission reports
Calls and texts log themselves.
Calls, voicemails and texts land on the client’s timeline with duration, transcript and an AI summary when your phone plan provides one. Text clients from their file and book video reviews with the join link already in the invite.
CASL consent, tracked per client.
Email and text consent is recorded per client and channel, with implied consent expiring on schedule. Sending is blocked until consent is on file.
- Express and implied consent by channel
- Expiry tracked for you
- Sending hard-blocks without consent
Agency leads, routed to the right advisor. EGEAN Lead Manager, an add-on.
Leads your agency brings in, from your website, campaigns or referral partners, are assigned to advisors, worked through your own stages, and visible to whoever oversees them.
- Assignment and reassignment
- Attempts logged per lead
- Unassigned leads surface first
Also in EGEAN CRM.
- Email and calendar sync
- Gmail or Microsoft 365, connected per advisor. Client emails and meetings appear on the client’s timeline, and your sent items stay in your own mailbox.
- Outlook contacts
- Keep a copy of your CRM contacts in an EGEAN CRM folder in Outlook, so your phone knows who is calling.
- Reports
- Sales and commission reports for the whole firm, by advisor, carrier or period.
- Roles and permissions
- Principals, advisors and assistants each see exactly what their role allows.
- Compliance documents
- Start a Reason-Why letter or LIRD from the client file. Every draft waits for the advisor’s review.
- Audit trail
- A tamper-evident record of who did what, and when, ready for a compliance review.