Built for Insurance Agencies

The CRM independent agencies run multi-producer books out of.

An independent insurance agency juggles twelve carriers, six producers, two CSRs, a thousand renewals a year, and a service queue that never empties. A good CRM for an agency is not a rebranded contact manager, it is the one that routes the new quote to the right producer, tracks the carrier appointment status, fires the renewal flow 90 and 60 and 30 days out, logs the service request against the policy, and keeps the E&O audit trail intact when the carrier auditor shows up.

Start free trial See pricing
What this audience is actually dealing with

The pains that bring buyers here.

An independent insurance agency is not a solo book, it is a small operations company. The agency principal signs the carrier appointments, the producers quote and bind new business, the CSRs service the in-force book, and the office manager chases the renewal calendar and the commission statements. Most CRMs on the market are either (a) sales tools built for SaaS and shoehorned into insurance with a bolted-on "renewal date" field, or (b) heavy legacy agency management systems that treat the CRM like a dusty back office of the policy module. Neither one fits the agency that lives in between: too multi-producer and too multi-carrier for a sales CRM, too small and too fast-moving for the eighty-seat AMS. The pains below show up on every agency buyer call we have run, from four-producer P&C shops to twenty-producer L&H agencies, and they are the pains that make agency principals rip out their current tool every three or four years. If any of them look familiar, the rest of the page shows how Strkr collapses the quote, the bind, the renewal, and the service queue back into a single workspace where every producer, CSR, and principal looks at the same record and the same calendar.

Carrier shopping chaos

Six carrier quotes live in six places on my desk.

A producer quoting a new commercial package pulls indications from six carriers over three days. The emails live in Outlook, the raters live in each carrier portal, the proposal lives in a Word doc, and the back-and-forth with the prospect lives in a text thread. By bind day the producer rebuilds the picture from three screens. Strkr opportunities thread every carrier quote (premium, coverage, markup, binder date) as a child record on the submission, with the winning carrier flipping to a policy record at bind without re-keying a single field.

Renewal calendar in a spreadsheet

The X-date spreadsheet is how we lose policies.

The office manager keeps a renewal spreadsheet (or the AMS reports it quarterly) and the producer gets the renewal with 14 days left. Nobody has time to remarket, the policy renews on the fence quote, and three months later the client finds a better rate and leaves. Strkr fires a renewal flow at 120, 90, 60, and 30 days before the X-date, routes it to the writing producer with the current coverage summary, auto-pulls carrier appetite notes, and surfaces the remarket candidates in time to actually win the renewal.

Producer handoff gaps

When a producer leaves, the book leaves with the knowledge.

A producer resigns and the agency inherits 400 accounts with discovery notes in a defunct email inbox, a notepad on the desk, and the former producers head. The successor spends six months rebuilding the client relationships at full-touch cost because none of the context lived in a shared record. Strkr keeps every discovery note, carrier conversation, service request, claim incident, and client preference on the account and policy records, so a reassigned book comes with the knowledge instead of just the names.

Service queue invisible to leadership

The CSR team is drowning and the principal cannot see it.

The service team is handling 40 to 60 inbound requests a day across policy changes, certificates, ID cards, claims incidents, and billing questions. The queue lives in a shared inbox or an AMS task list that only the service team reads. When a client complains that nothing happened, the principal has no view into which request slipped. Strkr service requests are a native queue on the account and policy records, with SLA timers, assignment logic, and a leadership dashboard that surfaces the aged items before the client has to call twice.

Split commissions and credits

Nobody actually knows how commissions get split.

A new account closes with the writing producer and the house account manager, with a split percentage that was agreed to on a hallway conversation. Six months later the commission statement arrives, nobody remembers the split, and the Friday payroll turns into a 90-minute reconciliation argument. Strkr tracks split commissions on every policy with the writing producer, servicing producer, house account percentage, and effective date, so the commission statement reconciles cleanly against the policy record and the Friday payroll takes five minutes.

E&O audit paper trail

The E&O audit asks for records I cannot produce in a week.

The E&O carrier audits the agency and asks for the full submission history, carrier quotes, coverage recommendations, declined coverage waivers, and client sign-offs on three dozen accounts. The data lives in emails, policy folders, and the former producers memory. Strkr logs every quote, every declined-coverage conversation, every signed waiver, and every client acknowledgement on the account timeline with timestamp, author, and attachment, so the audit response is a report filter, not a two-week scramble.

How Strkr fits the agency day

The primitives agency producers and CSRs actually use.

Strkr for an insurance agency is not a stripped-down AMS and it is not a sales CRM with a renewal field bolted on. It is a CRM shaped around the real daily motion of an independent agency: new business quoting across multiple carriers, servicing the in-force book, running the renewal calendar, and keeping the principal visibility into producer production and service health. The primitives below ship on every paid tier with no premium insurance module gate, and they are the ones agency teams spend 80 percent of their day inside. Everything is designed so the writing producer, the CSR, the office manager, and the principal see the same record with role-aware fields rendered on the sidebar.

Submission pipeline

Multi-carrier submissions on a producer-aware board.

Column-per-stage pipeline for new submissions (Discovery, Submitting to Carriers, Quoted, In Review with Client, Binding, Bound) grouped by writing producer, line of business, segment, or expected effective date. Drag a submission between stages and the flow enforces the entry criteria check (coverage summary attached, at least one carrier quote on file, client acknowledgement captured) and the producer never has to think about whether the record is ready for the next step.

Carrier quote tracker

Every carrier quote as a child record on the submission.

A submission can carry an unlimited number of carrier quotes as child records, each with premium, coverage limits, deductibles, carrier binder-date requirement, underwriter contact, and the raw quote PDF attached. Compare quotes side by side on the submission detail, surface the winning quote at bind, and the losing quotes stay on the record for the renewal cycle twelve months later when the agency wants to remarket.

Account record

One account holds every policy, every claim, every service request.

The account record pulls in every active and historical policy, every open and closed service request, every claim incident, every email and call thread, and every document (certificates, declarations pages, loss runs, carrier audits). A sidebar renders role-aware so the producer sees selling fields and the CSR sees servicing fields on the same record without a tab switch.

Policy record

Every policy with coverage, carrier, premium, and X-date.

A policy record carries the carrier, product line, policy number, effective date, X-date, premium, commission rate, split commissions, coverage limits, deductibles, listed drivers or locations or dependents, and the raw declarations page PDF. The policy auto-generates on bind from the winning carrier quote and never needs to be re-keyed from the carrier confirmation.

Service queue

Inbound service requests routed to the right CSR.

A service request is a native record type with policy linkage, request type (certificate, ID card, policy change, billing question, claim incident, cancellation), priority, SLA timer, assignee, and status. Inbound requests from email or the client portal land in the queue, auto-route to the CSR covering the segment or carrier, and the SLA timer counts down against the agency policy.

Mobile for the producer in the field

Edit the submission from the client parking lot.

Strkr mobile is first-class with offline queue, voice-note capture, submission edit, task completion, and SMS. The producer walking out of a commercial inspection opens the account on the phone, logs the inspection findings as a voice note, bumps the submission stage, and the whole thing syncs when they reconnect at the office.

Agency calendar

X-dates, inspections, renewals on one calendar.

A shared agency calendar surfaces every X-date, scheduled inspection, carrier audit, binder deadline, and renewal review on one view. Filter by producer, CSR, carrier, or line of business. The producer plans the week around the real work on the record, not around a spreadsheet of dates maintained by the office manager.

Multi-producer workflow

A pipeline that routes work across six producers without a traffic cop.

The agency with six producers has six personalities, six strengths, six carrier appointments, and six books of business. The CRM has to route a new personal lines inquiry to the producer who writes personal lines, not to the commercial specialist who happens to be first in alphabetical order. It has to split house account commissions correctly, surface workload imbalances before a producer burns out, let the principal reassign a book cleanly, and keep the service queue flowing even when the writing producer is on vacation. Strkr handles multi-producer routing with real rules, not with a round-robin that assumes every producer is interchangeable.

Routing rules

New inquiries route by line, segment, or carrier appointment.

A new submission inquiry arrives through the website, a referral, or a carrier appointment lead. Strkr routing rules read the line of business, segment, premium band, and existing household relationship and route to the writing producer who covers that lane. The principal defines the rules once in the admin surface and the routing is deterministic, not a Monday morning email thread.

House account logic

House accounts assigned to CSR with producer credit.

Some accounts belong to the house (walk-ins, orphan books from a departed producer, agency-owned relationships). The policy record carries a servicing-only CSR assignment and a producer-of-record credit split so the Friday commission payout reconciles correctly. The CSR handles the service, the agency keeps the production credit, and the record is unambiguous.

Split commissions

Writing producer, servicing producer, house split on every policy.

Every policy carries a commission split structure with writing producer percentage, servicing producer percentage, house percentage, and effective date. The split survives producer departures (the servicing producer swaps without breaking the writing credit history) and the Friday commission statement reconciles against the policy record without a hallway argument.

Producer workload view

The principal sees workload imbalance before a producer burns out.

A producer workload view shows open submissions, X-dates coming due in the next 60 days, open service requests needing producer involvement, and bound-policy count per producer. The principal reassigns a submission or a renewal before the overloaded producer drops it, and the view updates in real time as submissions move stages.

Book reassignment

Transfer 400 policies to a new producer in one afternoon.

A producer leaves. The principal selects the book (filtered by segment, geography, or policy count), reassigns to the successor with the right servicing CSR, and Strkr bulk-updates the policies, pipeline, service queue, and renewal flows atomically. The successor inherits the full account context, not just the names.

Producer out-of-office

A producer vacation does not freeze the book.

A producer flags out-of-office on their user record with the backup producer named. Inbound submissions and service requests re-route to the backup for the duration. Client-facing communications surface the backup in the signature block. The agency keeps serving the book without the Monday email backlog.

Role-aware sidebar

Producer, CSR, and principal see the right fields on the same record.

The account and policy records render role-aware sidebars so the producer sees selling fields (open submissions, renewal pipeline, cross-sell flags, next revenue opportunity), the CSR sees servicing fields (open requests, pending endorsements, billing status, certificate requests), and the principal sees production fields (commission flow, retention, acquisition cost). Same record, three profiles.

Renewals and X-date flows

The renewal engine that stops silent lapses and lost business.

The X-date calendar is the agency revenue engine. Every renewal is either a retained premium or a lost one, and the difference comes down to whether the producer saw the renewal with enough runway to remarket, review coverage, and defend the relationship. Most agencies run the renewal calendar on a spreadsheet or a weekly AMS report, which means renewals arrive late and remarketing happens under time pressure. Strkr fires the renewal flow 120, 90, 60, and 30 days before the X-date with the right content at each milestone, so the producer walks into every renewal with a plan and the client walks out of every renewal still with the agency.

120-day review

Strategic review window with carrier appetite notes.

At 120 days before the X-date, Strkr opens a renewal review task on the writing producer with the current coverage summary, carrier appetite notes (is the carrier still writing this class, in this state, at this premium band), and the historical retention data for the account. The producer flags remarket candidates in the first week of the window instead of in the last two weeks.

90-day remarket

Remarket flagged accounts to additional carriers.

For accounts flagged as remarket candidates, Strkr opens a submission for additional carriers at 90 days out. The producer gets quotes from alternate markets with eight weeks of runway, compares side by side on the submission detail, and walks into the renewal conversation with options instead of a single incumbent number.

60-day proposal

Renewal proposal drafted and routed to client.

At 60 days out, the renewal proposal auto-drafts from the winning renewal quote (incumbent or new) with coverage summary, premium delta, and any coverage recommendations the producer added. The proposal routes to the client through the preferred channel with a scheduled follow-up task if no response in 10 days.

30-day commit

Client sign-off and bind with no fence quote.

At 30 days out, the client sign-off task fires with a hard escalation to the producer if unresolved. The policy auto-renews at bind with the signed coverage, declined-coverage waivers if any, and the audit trail is on the policy record. No more fence quotes renewing because the producer ran out of time.

Mass renewal view

The whole X-date calendar on one filterable view.

A dashboard view surfaces every renewal across the agency with filters for producer, carrier, line of business, premium band, segment, and days-to-X-date. The principal spots capacity constraints eight weeks out and reassigns workload before the producer drops a renewal.

Retention analytics

Why we lost the renewal, searchable by pattern.

Every lost renewal captures a loss reason (rate, coverage, service, carrier non-renewal, agent-of-record change, client ceased operations) and a narrative on the policy record. The agency filters lost renewals by reason and surfaces patterns (one carrier spiking rates, one segment churning) that inform the next quarter remarket strategy.

Flows for the agency motion

Automations that cover the full agency workflow.

The best agencies are not the ones that grind the longest, they are the ones that automate the quiet administrative drag so producers and CSRs spend their hours on client conversations and judgment calls. Strkr Flows handle the dozen automations every agency should run, and each one ships as a native trigger with no webhook glue or spreadsheet macros. The pattern below is what shows up in week two of every agency deployment, and it is the pattern that quietly compounds into higher retention, faster service, and a cleaner E&O audit trail.

New inquiry routing

A website inquiry routes to the right producer in seconds.

A new inquiry from the website lands as a submission with the line of business, segment, and contact details captured. Strkr evaluates the routing rules, assigns to the producer who covers the lane, fires a 15-minute first-touch SLA task, and the producer is on the phone before the inquiry gets cold.

Submission stage criteria

A submission cannot bind without coverage sign-off.

A submission moving to Bound stage requires the coverage summary attached, the winning carrier quote on file, the declined-coverage waiver signed where applicable, and the client acknowledgement captured. Strkr enforces the criteria at the transition with inline prompts for the missing items, so the E&O audit trail is intact every time.

Policy auto-generation

Bind the submission, the policy record spawns automatically.

When a submission moves to Bound, Strkr auto-generates the policy record from the winning carrier quote with carrier, product line, premium, commission split, effective date, X-date, and the quote PDF attached as the initial declarations page. The producer never re-keys the policy from the carrier confirmation email.

X-date renewal cascade

The renewal flow fires 120, 90, 60, 30 days out.

Every policy carries an X-date. Strkr fires the renewal flow at 120 (strategic review), 90 (remarket if flagged), 60 (proposal to client), and 30 (commit and bind) days before X-date. The producer gets structured tasks at each milestone and the renewal is on the calendar from the moment the policy binds.

Service request SLA

Aged service requests escalate before the client calls twice.

A service request SLA ticks against agency policy (certificate 4 hours, ID card same day, policy change 2 business days, claim incident 1 hour). When an item ages past the SLA, Strkr escalates to the service team lead and the writing producer, so the aging shows up before the client has to chase it a second time.

Carrier non-renewal alert

A carrier non-renewal fires the remarket flow immediately.

When a carrier non-renews a policy (notified by the carrier portal, email, or system import), Strkr flips the policy status, opens a remarket submission at 90 days out, and routes it to the writing producer with a hard priority flag. The agency never finds out about the non-renewal from the angry client call three weeks later.

Commission statement reconcile

Monthly carrier statements reconcile against policy records.

The monthly commission statement imports as a batch (CSV, carrier portal, or AMS feed), Strkr reconciles each line against the policy record (carrier, policy number, premium band, commission split), flags discrepancies, and the office manager clears the discrepancies instead of hand-reconciling the whole statement.

What the agency principal sees

Views that make the Monday agency review fast.

A good agency principal coaches on three specific producers a week, not on all six in the roll. Strkr surfaces the data the principal needs to run a short, specific agency review without the producer feeling surveilled, because the same views are available to the producer and the principal with the same filters. The views below ship as default saved views for the principal role on every tenant and can be duplicated and personalised without an admin ticket.

Producer production

Each producer on one row with new business, renewals, retention.

The Monday production view puts every producer on one row with new business bound this month, renewals bound, retention rate, open submissions, and pacing versus plan. The principal sees the full roll in one scroll and drills into the specific submissions behind any cell. Reviewing six producers takes 10 minutes, not an hour.

X-date pipeline

Renewals coming due by producer, carrier, and segment.

A renewal pipeline view surfaces X-dates in the next 60 days sliced by producer, carrier, and segment. The principal spots capacity imbalances (one producer with 40 renewals, another with 8), carrier concentration (half the renewals with one carrier), or segment-specific risk (commercial package renewals clustered in one month).

Service health

Open service requests aged past SLA.

The service health view surfaces every open request aged past SLA with the request type, assignee, days overdue, and the account. One click to reassign, escalate, or clear. The principal sees the service queue before the client complaints arrive, and the CSR team gets the right escalation support when the queue spikes.

Carrier concentration

Premium concentration by carrier across the book.

A carrier concentration view shows premium volume and policy count per carrier with trend over trailing 12 months. The principal spots over-concentration risk (one carrier at 40 percent of personal lines) and plans the remarket strategy to diversify before the carrier changes appetite or non-renews a class.

Retention pacing

Rolling retention rate by producer and segment.

Per-producer retention pacing with a trailing 12-month rolling rate. New producers show against a ramp curve, veteran producers show against the straight-line target. The principal coaches on the specific gap, not a one-size-fits-all retention number that unfairly flags a ramp producer.

Loss narrative library

Lost renewal reasons searchable across the agency.

Every captured lost renewal reason and narrative is searchable with filters on carrier, segment, producer, and X-date period. The principal finds the recurring loss patterns (one carrier spiking rates, one segment churning) and briefs the team at the Monday standup. Loss reviews stop being an afterthought and start informing the following quarter remarket strategy.

Head-to-head

Strkr for insurance agencies vs AMS360 plus Applied Epic plus HawkSoft.

A typical independent agency runs a legacy agency management system (AMS360, Applied Epic, HawkSoft, QQ Catalyst) for the policy module, a separate email tool for client communication, a spreadsheet for the X-date calendar, carrier portals for quoting and binding, and a filing cabinet for the E&O paper trail. Strkr collapses the CRM and workflow surface into one workspace with one bill, one admin surface, and one record of truth per account and policy, while integrating with the AMS for policy and carrier download where the agency chooses to keep the legacy policy module.

Feature Strkr Legacy AMS stack (AMS360 / Epic / HawkSoft)
Number of tools producers open daily 1 (Strkr) plus carrier portals 4 to 7 (AMS, email, spreadsheet, carrier portals, docs)
Multi-carrier submission tracking Native with child-record quotes per carrier Separate submission tool or spreadsheet
X-date renewal flow Native 120/90/60/30 day cascade with tasks Weekly AMS report, manual follow-up
Service request queue Native with SLA timers and routing AMS task list or shared email inbox
Role-aware sidebar Producer, CSR, principal views on one record One fixed layout, lots of tab switching
Admin changes Self-serve for principal and office manager Vendor professional services engagement
Mobile First-class with offline queue and voice notes Thin wrapper over web, limited edit
E&O audit trail Timeline per record with timestamp and author AMS activity log plus email archive
Commission split tracking Native with writing/servicing/house splits AMS commissions module, often extra module cost
Flows for stage logic Native, in-app builder with 50+ triggers Vendor-built workflow module, often extra cost
Producer workload view Real-time by producer, segment, X-date Monthly report built by office manager
Pricing model Flat per-seat, no premium module gates Per-user plus modules plus implementation plus support
How teams use Strkr

How insurance agencies run Strkr.

The patterns below show up across independent agencies with 4, 8, 15, and 25 producers. The common thread: collapse the submission, the policy, the renewal, and the service queue into one surface so the producer spends time on client conversations and the CSR team spends time on service, not on gluing the picture back together across the AMS, email, and the X-date spreadsheet. Each playbook is a real motion a Strkr agency runs today, not a hypothetical from a demo script.

4-producer P&C agency

Personal lines focus with carrier-appetite routing.

A 4-producer personal lines P&C agency in a mid-size market moved off AMS360 for the CRM and workflow surface while keeping AMS for the policy module. Routing rules sent personal auto inquiries to the two producers with the right carrier appointments, the X-date renewal cascade fired 120 days out, and the service queue absorbed inbound certificate requests with 4-hour SLAs. Retention improved 6 points year over year and the office manager stopped maintaining the renewal spreadsheet.

8-producer commercial agency

Commercial package submissions across six carrier markets.

An 8-producer commercial agency running P&C and small-group benefits submits packages across six carrier markets per submission. Strkr opportunities threaded every carrier quote as a child record, side-by-side comparison on the submission detail, and the bind workflow auto-generated the policy with commission splits intact. The producer walked into every renewal twelve months later with the full submission history on the record, remarketing happened at 90 days out, and the agency retained three accounts that would have gone to the fence quote the year before.

15-producer multi-line agency

Service queue plus split commissions plus book reassignment.

A 15-producer multi-line agency used the service queue to route 60 inbound requests a day across certificates, ID cards, and policy changes with SLA timers. Split commissions on house accounts cleared the Friday payroll argument. When a producer resigned, the principal reassigned 320 policies in one afternoon with the service queue, pipeline, and renewal flows updating atomically. The successor producer had the full account context on day one.

20-producer L&H agency

Open-enrollment season with group-benefits renewals.

A 20-producer group benefits agency runs open enrollment across 400 employer groups. Strkr X-date flows fired at 120 days out with the group-renewal review task, carrier appetite notes, and the plan comparison worksheet. The producer walked into every renewal conversation with options, the enrollment data imported from each carrier at bind, and the group kickoff workflow spun up the member communications automatically. Open enrollment stopped being the yearly agency fire drill.

25-producer regional agency

Multi-office visibility with principal dashboards.

A 25-producer agency across three offices used producer-production dashboards and X-date pipeline views to give the principal full visibility across offices without flying between locations. Carrier concentration views caught over-exposure to one carrier at 40 percent of personal lines, and the principal commissioned a 12-month remarket strategy that diversified the book before the carrier changed appetite. The Monday agency review ran in 30 minutes across three offices instead of three separate 90-minute office calls.

See the CRM independent agencies run their book out of.

Start a 14-day trial with the full agency stack enabled: multi-producer pipeline, multi-carrier submission tracking, X-date renewal flows, service queue with SLA timers, split-commission policy records, role-aware sidebars for producer, CSR, and principal, and E&O-grade audit trails on every record. One bill, one workspace, one record of truth. The pricing page lays out the per-seat line in full and the generic insurance landing covers the vertical overview if the agency wants to compare before trial start.

See pricing Insurance overview
Common questions

What buyers in this bucket ask most.

Can Strkr replace our agency management system (AMS360, Applied Epic, HawkSoft)?

For the CRM, workflow, submission pipeline, X-date renewal flows, service queue, and E&O audit trail, yes. Many agencies run Strkr as the CRM and workflow layer while keeping their legacy AMS for the policy module and carrier download during a phased transition. Others replace the AMS entirely when they confirm Strkr covers their policy management needs, including policy records with coverage, carrier, premium, splits, X-dates, declarations page storage, endorsement tracking, and the integrations with their primary carriers. The right answer depends on which AMS features the agency actively uses. Strkr sales will walk the agency through a feature-by-feature comparison before quoting, so the switching cost is quantified up front.

How does Strkr handle multi-carrier quote tracking on a single submission?

Every submission can carry an unlimited number of carrier quotes as child records. Each quote stores the carrier, premium, coverage limits, deductibles, binder date, underwriter contact, and the raw quote PDF. Producers compare the quotes side by side on the submission detail, flag the winning quote at bind, and the policy record auto-generates from the winning quote at the stage transition. The losing quotes stay on the submission history, so twelve months later when the agency wants to remarket the renewal the full carrier history is on the record and the producer does not have to rebuild the picture from scratch.

How does the X-date renewal cascade work?

Every policy carries an X-date (the renewal effective date). Strkr fires the renewal flow at 120, 90, 60, and 30 days before the X-date with a different structured task at each milestone. At 120 days out the writing producer gets a strategic review task with the current coverage summary and carrier appetite notes. At 90 days out any flagged remarket candidates get a new submission opened to alternate carriers. At 60 days out the renewal proposal drafts and routes to the client with a 10-day follow-up. At 30 days out the client sign-off task fires with a hard escalation if unresolved. The producer walks into every renewal with a plan and the client never gets a renewal document with 14 days to decide.

How are split commissions handled across writing producer, servicing producer, and house accounts?

Every policy carries a commission split structure with writing producer percentage, servicing producer percentage, house account percentage, and effective date. The split survives producer departures: when the servicing producer swaps, the writing credit history stays intact. The monthly carrier commission statement imports as a batch (CSV, carrier portal feed, or AMS integration), reconciles against the policy record on carrier, policy number, premium, and commission split, and flags discrepancies so the office manager clears the exceptions instead of hand-reconciling the whole statement. The Friday payroll takes five minutes with the audit trail intact.

How does Strkr handle the E&O audit trail?

Every submission, every carrier quote, every coverage recommendation, every declined-coverage waiver, every client acknowledgement, and every policy change is logged on the account and policy timelines with timestamp, author, and attachment. When the E&O carrier audits the agency and asks for the submission history and coverage sign-offs on three dozen accounts, the agency filters the audit report by date range, producer, or account list and produces the full packet in minutes instead of a two-week scramble through emails and policy folders. Document retention policies are configurable per tenant to match the agency E&O carrier requirements.

Does Strkr integrate with carrier portals and comparative raters?

Strkr integrates with the major carrier download feeds (IVANS, carrier direct APIs where available) and the most common comparative raters (EZLynx, PL Rating, Turborater) for inbound quote data. The integrations auto-create child quote records on the submission with the carrier premium, coverage, and raw quote PDF attached. The agency does not have to copy-paste quote details from the rater or the carrier portal into the CRM, and the full carrier-shopping history lives on the submission record for renewal cycle re-use twelve months later.

Can producers and office managers make admin changes without a vendor professional services engagement?

Yes, within the permission matrix. Custom fields, Layouts, saved views, submission stages, stage entry criteria, Flows, service request types, SLA policies, and dashboard widgets are self-serve for the role the principal has granted the permission to. Most agencies give the office manager full self-serve on the service queue and the renewal calendar, give the principal self-serve on the production dashboards and routing rules, and route tenant-wide changes (new object, cross-tenant automation) through the Strkr support team. The change ships the hour it is needed with an audit trail on who changed what, so the quarterly vendor release that legacy AMS vendors impose on the agency does not exist.

Also built for

Related audiences.

Insurance (overview) For Financial Advisors For Small Business For Professional Services For Teams of 10 to 25 For Account Executives

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing