A quote log that earns its keep
Every quote with its lead source, state, and policy type- sortable, searchable, and customizable.
Chai-CRM
A CRM built for insurance agencies — quotes, production, and follow-through in one calm place, without the enterprise bloat.
Most CRMs were built for a one-size-fits-all approach, and agencies end up paying for screens they never open. Data is hard to find, and training can take weeks. Chai-CRM was built around how an insurance office actually runs: reps quoting all day, a leaderboard on the wall, follow-ups that can't slip, and a manager who needs the month's numbers at any time.
It stays deliberately simple. No plugins to configure, no training week, no fuss. Your team can sign in and know where everything is, because there's exactly one place anything could be.
Every quote with its lead source, state, and policy type- sortable, searchable, and customizable.
Activity and closing is the core of the business. Know where your reps are, and make it easy for them to know too. Less guesswork, more time to close.
Monthly production rolls up by rep, with leaderboards and promo tracking to keep the team pulling in the same direction.
Never miss a follow-up- we make it simple and streamlined, so nothing falls through the cracks; even on a busy day.
Click-to-copy templates make texts and emails a breeze, and allow your team to collaborate on what works.
Per-teammate page access, per-branch structure for multi-office agencies, custom columns; and dark mode, for the night owls.
Pick a plan, pay securely with Stripe, and your workspace is ready in about a minute. Cancel anytime.
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