AgencyCRM
The complete client management system built specifically for Canadian life insurance agents.
Manage your entire book of business, stay audit-ready, and run a compliant practice — from a system battle-tested in a real agency for over 20 years.
Everything a solo advisor needs to run their practice
Built around how life insurance agents actually work — not adapted from a generic CRM. Free forever for one advisor.
A morning in AgencyCRM Free — daily dashboard, client records, documents, industry forms.
Complete client records
Every call, email, meeting, and document — logged against the client record. You'll always know exactly where every relationship stands, with a timestamped record to prove it.
Task management
See everything you need to do today on your dashboard. Set tasks by date, push them between agents and admins, and never let a follow-up fall through the cracks.
Needs analysis calculators
DIME method and income replacement calculators built in. Run a needs analysis right from the client record — output saved automatically.
Document management
Uploaded documents — policies, signed forms, correspondence — stored securely and attached to the client record, so everything is one click away.
Daily agenda
Open AgencyCRM in the morning, see today's appointments and tasks together in one chronological list. That's your day. Pro adds two-way sync with Google Calendar.
Canadian servers. Your data.
Nothing in the cloud. All your client data lives on our own hardware, physically located in a secure Canadian facility. Compliance-ready from day one.
No trial period. No data entry. Free for one advisor, forever.
Pro adds your whole practice running through one system
Email, text messaging, calendar, multi-advisor support — every interaction automatically logged against the right client record. Plus commission reporting no other CRM in the industry offers.
Practice management — email and text from the client record, calendar sync, agent/admin task handoff, commission reports.
Email + text from the client record
Send and receive from one place. Every interaction logged automatically against the client record — including inbound leads from web forms or MGAs, which auto-create follow-up tasks. Text messaging requires a voip.ms business number.
Calendar sync
Two-way Google Calendar sync. Appointments, meetings, and calls flow between AgencyCRM and your calendar without duplication.
Solo, team, or full practice
Start as a solo advisor. Add an admin when you need help with paperwork. Hire more advisors as you grow — each gets their own client book, with shared admin support across the team.
Smart Lists
A dozen pre-built lists tuned for life insurance — coverage gaps (clients with life but no CI or disability), term expiries, conversion and exchange windows closing, policy anniversaries, lapsed/declined follow-ups, dormant clients, payment-mode optimization. Each list is a one-click queue of clients to call this week. Plus a custom filter builder when you need something specific.
Placement pipeline
Every policy currently between application and delivery in one view, sorted oldest-first. See exactly which placements are taking too long, what tasks are open against them, and intervene before a sale slips through. Filter by carrier, agent, or status to drill into stuck cases.
CE credit tracking
Log your continuing education in the same place as your client book. Renewal-ready reports any time you need them.
Commission reporting · Beta
Every commission, every renewal — across all 18 major Canadian carriers.
Two views: In Force shows renewals due in any date range, grouped by carrier. Pending shows FYC for applied and pending-delivery policies. Mark commissions paid as cheques arrive, apply override formulas to splits — all without leaving the platform. No other CRM in the industry handles commissions at this depth.
If you have an admin
Delegate to your admin without the follow-up.
Push tasks to your admin from inside the client record — application follow-ups, document chasing, callbacks. You can see exactly what they've done and what's still open, without “did you ever get to that?” emails. And when they need you on something, they push it right back to you.
$79/mo base + $59/mo per advisor + $24/mo per admin.
There's nothing to set up.
Even if your book of business is still on paper, or living in some old system that isn't a CRM — AgencyCRM imports your entire client list for you. No data entry. No charge. Even on the free plan.
Whatever you have today
Spreadsheets
Excel, CSV, or exports from another CRM
Life company PDFs
Statements, in-force lists, policy summaries
Scanned paper files
Even hand-written client folders
✨ How AgencyCRM imports it
Drop in the standard spreadsheet from any major Canadian life company — we already know how to read it. Every column mapped to the right place automatically.
Got something we haven't seen? BadenAI reads it on the fly and works out the format itself — even handwritten notes or scanned files.
Your AgencyCRM — populated and ready
Your entire book of business, organized in minutes
Clients, contact info, policy details, notes — extracted, structured, and attached to the right client record. You're running your practice, not setting up software.
Or — let us do it for you.
Don't want to upload anything yourself? Email us your CRM export, life company spreadsheets, or in-force PDFs. We'll review the data, map every field, run the import, and confirm everything is in place — usually within one business day. You log in to a populated CRM.
- ✓Up to 5,000 clients per advisor included
- ✓Excel, CSV, CRM exports, and text-based PDFs from life companies
- ✓Spot-checked and confirmed before handover
Got handwritten notes or photos of paper records? The free AI import handles those automatically — no concierge needed.
AgencyCRM
It's Friday afternoon. A regulator calls.
Without AgencyCRM
You scramble through emails, calendar notes, and sticky notes trying to reconstruct a client conversation from eight months ago. You can't find the signed disclosure form. You remember sending it — you just can't prove it.
With AgencyCRM
You open the client record. Every call is logged. Every email is there. The signed disclosure form is attached. The entire history of the relationship — timestamped and complete — ready in seconds.
AgencyCRM keeps a complete, timestamped record of every client interaction — automatically. Not because you remembered to write it down.
Add BadenAI Pro and your CRM gets smarter.
When AgencyCRM Pro and BadenAI Pro are both active, your call recordings become client records, your tasks write themselves from those calls, and your proposals pull client data automatically. 15% off both plans.
AI-enhanced practice — call transcripts attached to clients, tasks auto-generated, opportunities surfaced across your book.
Start with what you have. Right now.
Import your clients from a spreadsheet, a life company PDF, or scanned paper files — and start managing your practice properly, for free.