The Chai Hub
Chai builds smooth, capable software for insurance agencies. It's a CRM for your book of business and an HR hub for your team- built to keep agents and agency managers connected, and to spend more time doing what the agency does best- growing. Use either on its own, or run both together at a better rate.
Each is a complete product on its own. They share the same clean, no-clutter design, and the same login-simple approach your team already knows- so agents and managers get proficient in an afternoon, not a training week.
Quotes, production, and follow-through to support agencies without the enterprise bloat. Everything in one place.
An HR hub for agencies, people, documents, and deadlines in one place, with a dashboard that keeps nothing slipping.
Agents writing business, and the managers keeping the whole floor moving. Chai is built to streamline and connect- less hunting for numbers, less chasing people for an update.
Leaderboards, shared goals and standings the whole team can see. Reps know where they stand and what everyone is chasing, without a manager reading numbers out at a meeting.
Quotes, production, commission and deadlines total themselves as the work gets logged. No spreadsheet to rebuild every month, and no guesswork about where the month actually landed.
Both apps work on a phone the way they work at a desk. Check the board between appointments, look something up on the road, and stay connected to your team on the go.
Better together
Get Chai-CRM and Chai-HR as one bundle - one subscription, one bill, and a lower rate than buying them apart.
CRMHRAgency Integration