The CRM for the sales manager running a producer team at a broker.
A sales leader at a 10 to 100 person insurance broker forecasts across commercial, personal, and specialty lines, tracks book-of-business ownership and rebind timing, manages producer licensing by state, chases carrier submissions, and reports 90-day and 365-day retention to the principal. Strkr collapses that week into one workspace built for producer teams, carrier submissions, and renewal retention at a broker.
Insurance sales managers at mid-market brokers run a different week than SaaS or professional-services managers. The number is not one pipeline, it is three or four lines of business each on its own cycle, with carrier submission waits outside the team's control, producers who own books across state lines, and renewal retention metrics the principal grades on. Most CRMs sell to the carrier. Most agency management systems like AMS 360 and Applied Epic sell to the back-office policy admin. The sales manager running the producer team is left out of both pitches. The pains below show up on every broker sales-manager buyer call we run.
Forecast across lines
The forecast lives in a spreadsheet because commercial, personal, and life each move differently.
A producer team at a broker runs a commercial P&C book with 60-to-120-day quote cycles, a personal lines book that cycles weekly, and a life or specialty book that rides a longer suitability path. AMS 360 or Applied Epic reports on bound premium after the fact and Salesforce sells a generic pipeline. Neither forecasts across three lines of business with per-line cycle math. The sales manager rebuilds the number every Friday in Excel. Strkr runs native hierarchical forecasts per line of business with producer submission and manager override, rolled up to the principal in one view.
Book-of-business ownership
Who owns which account and when does it rebind, nobody can tell you fast.
Producers own books of business that stretch across hundreds of policies with staggered renewal dates and layered coverages. The question of which accounts are up for rebind in the next 60 days, which producer owns them, and which have had a touch in the last 90 days answers itself in AMS 360 as a four-report cross-tab job. Strkr renders book-of-business ownership as a first-class view with upcoming rebind dates, last-touch dates, premium at risk, and producer assignment visible on a single scrollable surface the sales manager actually opens on Monday.
Licensing + territory
Producer licensing by state and territory assignment live in a shared drive.
A broker with 40 producers across 15 states tracks resident licenses, non-resident licenses, appointment per carrier, and CE compliance in a spreadsheet, a shared drive, or a licensing portal that nobody opens. When a lead comes in from Texas the sales manager has to check three places before routing. Strkr tracks per-producer license and appointment data on the producer record, blocks assignment on lead routing when the producer is not licensed in the state, and surfaces renewal and CE deadlines on the manager dashboard before they lapse.
Carrier submissions
Which submissions are out at which carriers, waiting for which underwriter.
A commercial producer at a broker has 15 submissions out at eight carriers at any one time, each waiting on a different underwriter with a different turnaround expectation. The status lives in the producer's inbox, the submission portal, and a sticky note. The sales manager asking "where is the ACME account" burns 20 minutes while the producer digs. Strkr tracks every submission as a first-class record with carrier, underwriter, submitted date, expected turnaround, follow-up cadence, and status, so the submission queue is a view the manager opens, not a question the manager asks.
Retention metrics
Ninety-day and 365-day retention are reported after the damage is done.
The principal grades a producer team on 90-day retention (did the policy stick past the first chargeback window) and 365-day retention (did the policy renew). Most brokers calculate those numbers in a Monday-after-the-fact spreadsheet, which means a producer with a sagging 90-day number gets flagged 60 days after the problem started. Strkr runs 90-day and 365-day retention as live tiles per producer, per line of business, per carrier, with Strkr AI churn-risk flags on policies drifting toward lapse before the lapse hits the retention number.
Producer coaching
Weekly producer 1:1s run on gut feel without the underlying activity.
A sales manager at a broker runs a 1:1 with each producer weekly, usually with no pre-loaded context on quotes written, submissions landed, bind rate, book health, or rebind readiness. The 1:1 drifts into generic pep talk. Strkr ships a producer 1:1 workspace that opens with quote volume versus baseline, submission queue, bind rate, book-of-business touches, upcoming rebinds, and retention delta. The sales manager walks in with the questions already surfaced and spends the hour coaching, not clicking around AMS 360.
How Strkr fits a broker sales manager week
The weekly primitives insurance sales managers actually use.
Strkr for insurance sales managers is the same CRM producers use, with manager-tier views layered on top. Everything below ships on every paid tier with no premium insurance module gate. The primitives map to the five jobs a broker sales manager repeats every week: run 1:1s with each producer, run a line-of-business pipeline review, submit the weekly line-level forecast, chase carrier submissions, and defend the retention number. When those five jobs happen inside one workspace with context pre-loaded, the manager stops being an AMS 360 admin and starts being a coach.
Line-of-business forecast
Commercial, personal, and specialty forecast on one screen.
Every producer submits a weekly category call (bound, best case, pipeline, omit) per line of business the producer carries. The sales manager sees commercial P&C, personal lines, and life or specialty rolled up per producer and per line, with the overall team forecast computed from the line-weighted totals. The principal sees the agency rollup the same way. No spreadsheet, no copy-paste moment where the personal lines number drifts between a producer tab and a manager tab.
Book-of-business view
Every producer book, every policy, every rebind date.
The book-of-business view renders every policy a producer owns with carrier, line of business, effective date, renewal date, premium, commission, last-touch date, and current status. Sort by upcoming renewal to see the 60-day rebind queue. Filter by producer, by line, by carrier, by premium band, or by last-touch recency to find the thirty policies that need a touch this week. Collapse per producer for team reviews and expand per producer for 1:1s.
Submission tracker
Every carrier submission, where it sits, who owns it.
Each carrier submission is a first-class record with carrier, underwriter, submitted date, expected turnaround, follow-up cadence, status, and the producer who owns the account. The sales manager opens the submission queue filtered by overdue follow-ups and spots the ten submissions a producer forgot to chase this week. The producer sees the same queue on the dashboard with next-action nudges built in so the manager stops being the inbox for every follow-up.
Producer 1:1 workspace
Every producer 1:1, context already loaded.
Open the producer card, see the 1:1 workspace: quote volume versus the four-week baseline, submission queue, bind rate by line, upcoming rebind count, retention delta, book-of-business touch recency, and licensing status. The sales manager walks in with the questions pre-loaded. Notes attach to the producer timeline, action items turn into tasks the producer sees on Monday, and the next 1:1 opens with last week's items at the top of the agenda.
Licensing + appointment check
Producer license and carrier appointment status, enforced.
Each producer record carries resident license, non-resident license by state, carrier appointment status, and CE deadline. Lead routing blocks the assignment when the producer is not licensed in the lead's state or not appointed at the carrier the lead needs. CE and license renewal deadlines surface on the manager dashboard 60 days out so lapses do not become scrambles. The compliance conversation moves from firefighting to proactive scheduling.
Retention tiles
90-day and 365-day retention, live per producer per line.
The sales manager dashboard ships with 90-day retention, 365-day retention, bound-premium pacing, bind rate by line, and submission-to-bind velocity. Each tile is filterable by producer, line of business, carrier, and timeframe. The weekly team review runs off the dashboard in 20 minutes with the retention conversation grounded in a shared number instead of a Monday ticket to the back office for a cross-tab from the agency management system.
Strkr AI churn risk
Policies drifting toward lapse, flagged before the lapse hits.
Strkr AI reads policy activity, service touches, carrier communications, premium changes, and claim history, then flags policies where the signal says the insured is drifting toward lapse. The flag opens into a specific reason (no service touch in 180 days, premium increase above threshold with no explanation sent, carrier non-renewal notice received) so the retention conversation is grounded in a case, not a guess.
What Strkr automates for a broker sales manager
The repeatable work the CRM should do before Monday.
The best sales managers at brokers are not the ones who grind the longest; they are the ones who automate the repeatable renewal and submission moves and spend the hours on judgment work. Strkr Flows handle the dozen automations every broker sales manager should run, and each one ships as a native trigger with no webhook plumbing. The pattern below is what shows up in week two of every mid-market broker deployment.
Forecast submit-lock
Friday 5 PM, line-level submissions lock.
A weekly flow opens the forecast on Monday, nudges producers on Thursday if they have not submitted their commercial, personal, and specialty category calls, locks submissions on Friday 5 PM agency-local, and rolls the team number to the principal queue. Producers who miss the lock escalate to the sales manager automatically. The number that lands on the principal's desk is the number the team actually agreed on, line by line.
Renewal cadence
Ninety, 60, 30, and 10 day touches scheduled automatically.
Strkr Flows run a renewal cadence per policy: a review-meeting ask at 90 days out, a remarket decision at 60 days, a quote confirmation at 30 days, and a bind reminder at 10 days. Each step creates a task on the owning producer with the policy context pre-loaded. The sales manager sees cadence compliance on the dashboard and spots the producer skipping the 90-day touch before the 60-day window closes.
Submission follow-up nudge
Carrier submissions past expected turnaround surface weekly.
Monday 7 AM, Strkr identifies every carrier submission in the queue that has been out longer than the carrier's expected turnaround with no update. Drops a nudge on the owning producer's dashboard and attaches the batch to the sales manager 1:1 view. The weekly pipeline review opens with the submission stall list already surfaced instead of the manager asking "where is the ACME account" and burning the first ten minutes on dig-ups.
Licensing deadline reminder
License and CE expirations surface 60 days out.
A weekly flow scans producer records for state licenses, non-resident licenses, carrier appointments, and CE deadlines expiring in the next 60 days. Email the producer and the sales manager with the specific renewal step. Block lead routing to the producer if the deadline passes without renewal. The compliance drama a broker usually runs in June becomes a scheduled monthly ritual instead.
Churn-risk digest
Monday email, ten policies, two paragraphs each.
Monday 7 AM email to the sales manager: the top ten Strkr AI churn-risk flagged policies in the book with the specific reason per policy and a suggested retention play. The sales manager walks into the Monday team meeting with the retention list in hand. The digest frames the week's coaching conversations around ten specific accounts instead of a vague "we need to tighten up retention" statement.
Lead routing by license + appointment
Leads route to producers licensed and appointed to write them.
Inbound leads route automatically to the producer whose license and carrier appointment cover the state and line of business the lead needs. Fallback rules route to the sales manager if no eligible producer is available or if a licensed producer is at capacity. The thirty-minute Monday "who takes the Oklahoma health lead" conversation becomes a configured routing rule running quietly in the background.
What a broker sales manager sees that producers do not
The manager tier that stays out of the producer workspace.
A manager tier that creates a parallel UI is a tier producers resent. Strkr keeps the producer workspace identical for producer and manager, then adds a manager-only overlay for team rollups, private 1:1 notes, churn-risk flags, retention benchmarks, and quota setting that producers do not see. The result is a shared source of truth where producers trust that what they see is what the manager sees, with no shadow view running on top of AMS 360. The surfaces below are what gets added at the manager tier, not what gets taken away from the producer.
Team pipeline rollup
Every producer pipeline in one scrollable view.
The sales manager team rollup shows every producer pipeline on one screen, grouped by producer, segmented by line of business, sorted by expected effective date. Filter by carrier, premium band, line, or rebind readiness to find the twenty accounts that matter this week across the team. Collapse per producer when running team reviews and expand per producer when running a 1:1.
Private 1:1 notes
Manager notes that producers do not see.
Notes captured during a producer 1:1 can be marked private to the sales manager or shared with the producer. Private notes feed into the quarterly review view and the ramp dashboard, so the manager has running context on each producer across the year. Shared notes become visible to the producer on Monday with the related action items queued. Both live on the same producer timeline.
Submit-lock override
The manager read beats the producer read when it has to.
Producers submit weekly category calls per line through the Friday workflow. The sales manager overrides the producer call per account where the manager read differs, and the override carries a one-line reason the producer sees on Monday. The team number that rolls up to the principal is the manager-adjusted number, with the producer submission preserved as an audit trail for the quarterly review.
Retention benchmarks
Producer against team, team against agency.
Every producer metric (quote volume, bind rate, 90-day retention, 365-day retention, book growth, cross-sell rate) renders against the team average and the agency average on the same tile. The sales manager spots the producer a quarter outside the team on 90-day retention and runs a specific coaching session instead of a generic "we need to tighten up retention" talk. The agency benchmark lets the manager pitch team investments to the principal with grounded numbers.
Churn-risk inbox
The policies Strkr AI flagged, in one list.
Every Strkr AI policy churn-risk flag on the team lands in a manager-only risk inbox. The sales manager triages each flag in two clicks: dismiss (false positive, carries a reason), schedule retention play (creates a task tied to the policy), or escalate (routes to the principal with the flag history attached). The inbox clears to zero on a disciplined week, and dismissals train the model.
Quota + bound-premium setting
Per-producer quota by line, with ramp curves.
The sales manager sets quota per producer per period by line of business, with a ramp curve for new producers. The quota rolls into pacing dashboards for the producer and the manager without a quarterly sync meeting. Change a quota mid-period and the ramp recalculates automatically. The audit trail per producer is preserved so the compensation conversation at period end is grounded in a shared history across commercial, personal, and specialty lines.
Head-to-head
Strkr vs AMS 360 plus Salesforce plus spreadsheets.
Most mid-market broker sales managers run AMS 360 or Applied Epic for policy admin, Salesforce or a generic CRM for new business pipeline, a shared drive for licensing and carrier submission tracking, an Excel workbook for the weekly line-of-business forecast, and a Word doc for 1:1 notes. The stack is five surfaces, five bills, five logins, and five places where the retention number drifts between tools. Strkr collapses that into one workspace with one bill and one admin surface, with the manager tier shipped by default on every paid plan.
What matters
Strkr
AMS 360 + Salesforce + spreadsheets
Forecast by line of business
Native hierarchical rollup across commercial, personal, specialty
Excel workbook rebuilt every Friday
Book-of-business ownership view
Native sortable view with rebind dates and premium
AMS 360 cross-tab reports, four queries deep
Carrier submission tracker
First-class submission records with turnaround and nudges
Producer inbox plus carrier portal plus sticky note
Producer licensing + appointment
Enforced on lead routing, 60-day lapse alerts
Shared drive, lapses caught after the fact
Churn-risk flags on at-risk policies
Native Strkr AI flags with specific reasons
Monday-after-the-fact spreadsheet calculation
90-day and 365-day retention
Live tiles per producer per line per carrier
Back-office pivot table on a quarterly cadence
Renewal cadence (90/60/30/10 day)
Native flow with pre-loaded policy context
Calendar reminders producers set themselves
Producer 1:1 prep
Context pre-loaded into the producer card
Manager builds a Word doc Sunday night
Admin burden
Agency operations generalist
AMS admin plus Salesforce admin plus Excel maintainer
Monthly cost per producer (manager stack)
One per-seat line, see pricing page
Four to five per-seat lines stacked across tools
See the CRM built for the sales manager running a producer team at a broker.
Start a trial with the full manager stack enabled: hierarchical forecast across commercial, personal, and specialty with submit-lock, book-of-business ownership view, carrier submission tracker, licensing and appointment enforcement, Strkr AI churn risk, 90-day and 365-day retention tiles, renewal cadence flows, producer 1:1 workspace. One bill, one workspace, one source of truth for the producer team. Keep AMS 360 or Applied Epic for policy admin and pipe live policy data into Strkr for the sales-side surfaces. The pricing page lays out the per-seat line in full so there is no mystery before the trial starts.
Can Strkr replace AMS 360 or Applied Epic for an insurance broker?
Strkr is a CRM and sales workspace, not a full agency management system. Most mid-market brokers keep AMS 360 or Applied Epic as the system of record for policy, billing, commission, and compliance, and run Strkr as the sales-side workspace for forecast, book-of-business ownership, submission tracking, renewal cadence, and producer coaching. Strkr integrates with the AMS so the sales workspace reflects live policy data without duplicate data entry, and the manager tier (forecast, retention, 1:1s, churn risk) all live in Strkr while the back-office rails stay in the AMS.
How does Strkr handle the weekly forecast across commercial, personal, and specialty lines?
Every producer submits a weekly category call (bound, best case, pipeline, omit) per line of business the producer carries. A commercial P&C producer forecasts commercial. A life or specialty producer forecasts specialty. A multi-line producer submits all three. The sales manager sees commercial, personal, and specialty rolled up per producer and per line, with the overall team forecast computed from the line-weighted totals. A Friday submit-lock closes submissions and rolls the agency number to the principal queue. The Excel workbook that most broker sales managers rebuild every Friday retires in week two.
How does Strkr AI help with retention and churn risk?
Strkr AI runs three jobs for the retention side of the manager tier. First, policy churn-risk flagging: a daily pass across every active policy that identifies policies drifting toward lapse (no service touch in 180 days, premium increase above threshold with no explanation sent, carrier non-renewal notice received, claim history pattern). Second, rebind readiness scoring: every policy approaching renewal carries a readiness score sortable in the renewal queue so the fifteen accounts that need producer attention this week surface above the fold. Third, cross-sell signal extraction: a monthly roll-up of policies where account activity suggests an unmet coverage need (new vehicle, new property, new business entity). All three ship on every paid tier with no premium AI add-on.
Does Strkr enforce producer licensing and carrier appointment on lead routing?
Yes. Each producer record carries resident license, non-resident license by state, carrier appointment status, and CE deadline. Inbound leads route automatically to the producer whose license and appointment cover the state and line of business the lead needs. The routing engine blocks assignment to a producer not licensed in the lead's state or not appointed at the required carrier. Fallback rules route to the sales manager if no eligible producer is available. License and CE expirations surface on the manager dashboard 60 days out so the compliance firefight most brokers run in June becomes a scheduled monthly ritual.
How does the submission tracker work for a commercial P&C team?
Each carrier submission is a first-class record on the account with carrier, underwriter, line of business, submitted date, expected turnaround per that carrier, follow-up cadence, status, and the producer who owns the account. The sales manager opens the submission queue filtered by overdue follow-ups and spots the ten submissions where a producer skipped the chase. The producer sees the same queue on the producer dashboard with next-action nudges built in, so the sales manager stops being the inbox for every follow-up. A Monday 7 AM flow surfaces every submission past expected turnaround on both the producer and the manager views.
Can a sales manager at a broker customize the team configuration without an agency IT admin?
Yes, for the manager-tier levers. The sales manager can tune per-line rebind readiness thresholds, team quota per producer per period per line with ramp curves, forecast category labels, 1:1 note templates, churn-risk digest cadence, and renewal cadence timing (90/60/30/10 day defaults are configurable) without an admin ticket. Deeper schema changes, AMS integration logic, and compliance rules that write to external systems still route through an agency operations admin by design, so team configuration stays local but shared agency architecture stays coherent.
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