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SolutionsInsurance AgentsCRM

Custom CRM software for Insurance Agents

Glide Solutions delivers tailor-made apps for Insurance Agents in weeks—so you get exactly what you need, when you need it.

Trusted by over 100,000 high-performing companies

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Why Insurance Agents Need CRM Software

Crafted specifically for insurance agents, our CRM software enhances client management by offering tailored features that cater to the unique needs of the insurance industry. Unlike generic CRM solutions, our platform ensures agents have the precise tools to organize, track, and nurture client relationships, resulting in a more efficient workflow and improved customer satisfaction. With data-driven insights and targeted automation, insurance professionals can better manage their daily tasks and foster strong, lasting client connections.

Get the CRM you need, tailored to the way Insurance Agents work

Elevate client management, policy tracking, and sales targets with our tailored CRM tools designed for simplicity in insurance workflows.

Get a free quote

Fully Managed Service

Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.

Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.

Rapid Development

Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.

Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.

Modern Design

Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.

Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.

A new paradigm for bespoke CRM software

We combine our flexible no code platform with vetted agency partners to deliver professional custom CRM software for Insurance Agents, on time and on budget.

Insurance Agents CRM Software—Your Way.

An all-in-one CRM tool that has everything Insurance Agents need.

Centralized Hub

Centralize client information and interactions, simplifying your workflow and enhancing productivity. Access everything you need quickly and efficiently.

Spreadsheets and Integrations

Integrate your insurance data from spreadsheets to SQL, keeping your systems in harmony and up-to-date.

Mobile responsive

Optimized for mobile use, our CRM adapts to any device, making your work fluid and responsive on the go.

Custom Workflows

Craft workflows tailored to your insurance tasks, for simple automation or intricate processes.

Roles and permissions

Easily define access levels and permissions to keep sensitive data secure and operations running smoothly.

Advanced Security

Elevate data protection with comprehensive security measures, adherence to stringent cybersecurity protocols, and continuous monitoring.

How it works

Here’s how we scope, build, and deploy your solution in weeks—not months.

1

Kickoff in days

Meet with the Glide team and a handpicked agency partner to discuss your goals and receive a detailed project proposal.

2

Build in weeks

Your agency partner designs and builds your app, incorporating your feedback and providing updates with a Glide Customer Success Manager.

3

Launch and iterate whenever

We launch your fully tested custom app, providing ongoing maintenance and support throughout your app's lifecycle.

Glide is rated 4.7/5 stars on 600+ G2 reviews.

See what they're saying
Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us
Leader Fall 2024
Leader Small Business
Leader Mid-Market
Leader EMEA
Users Love Us

Our team is your team

Glide Solutions is a new type of development partnership built for your success.

We make software simple

We carefully select the best Agency Partner for your project and provide milestones, check-ins, and support from start to finish.

We are masters of our craft

We leverage years of experience gained from helping 100,000+ companies build and scale custom software.

We work with top agencies

Many of the world's top agencies choose Glide to build apps, backed by a community of 4,500+ Experts.

Meet the companies working
more efficiently with Glide

See why they chose Glide
Mercury
Mercury

Mercury

“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”

Read their story
CarboNet
CarboNet

CarboNet

“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”

Read their story
Innovative Logistics Group
Innovative Logistics Group

Innovative Logistics Group

“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”

Read their story
Mercury
Mercury

Mercury

“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”

Read their story
CarboNet
CarboNet

CarboNet

“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”

Read their story
Innovative Logistics Group

Innovative Logistics Group

“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”

Read their story

Custom CRM Software for

From the blog

Building a CRM: How to Create Your Own Sales CRM System Without Code

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Building a CRM: How to Create Your Own Sales CRM System Without Code

Frequently asked questions

Unify Your Client Data for Smarter Insurance Solutions. Act Now.

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