PROFESSIONAL SERVICES
Insurance broker CRM — lead nurture and client onboarding
Forms that cater to every insurance type, nurture that matches what they actually insure, and onboarding that gets the cover in place properly.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A commercial enquiry and a personal lines enquiry arrive through the same form and get the same email.”
- 02
“A client came on board and the policy documents took three weeks to reach them.”
- 03
“Renewal season arrives all at once and nobody started early.”
THE SYSTEM
The insurance system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
35 pieces — the largest of the twenty, built out with insurance-type-specific forms and marketing nurture
2 boards
- Lead Nurture
- Client Onboarding
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
Automations, all set to run automatically
No confirming every send.
THE INSIGHT
“Insurance buyers are not one audience. A tradesperson wanting liability cover and a family wanting income protection need different questions, different nurture and a different first conversation — which is why the forms in here split by insurance type rather than funnelling everyone into one. **CTA** · See how an insurance brokerage runs on it **Meta** · *Insurance Broker CRM Software for NZ | Penguin Pilot* — Forms and nurture that split by insurance type, and onboarding that gets cover in place properly. **Note:** this page uses the existing *Insurance Broker — Lead Nurture and Client Onboarding* template rather than a new one. It is larger and more specialised than the other nineteen, so it has been tagged to the insurance industry rather than duplicated. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES