Home · Industries · Insurance brokers
Built for Insurance brokersPlacid CRM for insurance brokers
Renewal pipelines, client coverage notes and a site that captures SME and personal enquiries.
Card required · cancel anytime · not charged until the trial ends
14-day free trialWebsite includedBookings & inboxPaymentsCancel anytime
The usual mess
What gets in the way
Renewals surprise the office
Coverage summaries outdated
Referral partners untracked
After-hours enquiries missed
How Placid helps
Features that map to your day
Renewal pipeline
90/60/30 day stages.
Policy notes on contacts
Keep summaries you are allowed to store.
Partner tags
Track referrers.
Website with quote CTAs
Personal and business lines.
Tasks
Renewal outreach.
Inbox
Claims admin threads.
Ready for insurance brokers?
Card required · cancel anytime · not charged until the trial ends
Cancel anytimeYour data stays yoursWebsite includedEnglish support worldwide
FAQ
Questions from insurance brokers
Is there a free trial?
14-day free trial on every plan.
Replace broker management systems?
Often used beside BMS for marketing and light CRM.
Teams?
Business plan roles.
Related industries
Start your 14-day free trial for insurance brokers
Card required · cancel anytime · not charged until the trial ends Built with insurance brokers workflows in mind.
Cancel anytimeYour data stays yoursWebsite includedEnglish support worldwide