Chai

The Chai Hub

Everything your agency runs on, in one place.

Chai builds calm, capable software for insurance agencies. It's a CRM for your book of business and an HR hub for your team, so your agency can spend more time doing what it does best- growing. Use either on its own, or run both together at a better rate.

Two tools, built to fit together

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. Keeping simplicity in an ever-changing industry.

Chai-CRM

Your book of business, organized

Quotes, production, and follow-through to support agencies without the enterprise bloat. Everything in one place.

  • Quotes & production tracking
  • Follow-ups, calendars and cancels made easy
  • Team leaderboards and promotions, to keep your team focused and connected
  • Customizable reporting
Chai-HR

Your team, handled

An HR hub for agencies, people, documents, and deadlines in one place, with a dashboard that keeps nothing slipping.

  • Employees, documents & renewals
  • One dashboard rollup of every deadline
  • Organization made simple
  • Payroll & chargeback tracking

Better together

Run the whole agency on Chai

Get Chai-CRM and Chai-HR as one bundle — a single account, one bill, and a lower rate than buying them apart.

Get the bundle