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 you need to run your practice
Built around how life insurance agents actually work — not adapted from a generic CRM.
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.
Industry forms, auto-populated
Life Insurance Replacement Disclosure, Privacy and Disclosure statements, Know Your Client letters — populated from the client record. No more filling out the same fields twice.
Document management
All client documents stored securely and attached to the client record. Policies, correspondence, signed forms — everything in one searchable place.
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.
See it in action
A real system used in a real agency — here's what it looks like.
Daily dashboard
Daily dashboard
Everything you need to do today, at a glance. Tasks, follow-ups, and appointments — all in one view.
Client record
Client record
The complete history of every client relationship — calls, emails, documents, and tasks, all timestamped.
Commission report
Commission report
See all commissions and renewals due across your entire book of business — by month, at a glance.
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.
AgencyCRM Free — a fully functional CRM at no cost
Not a demo. The real thing. AgencyCRM Free is the same core system we've used to run our own busy life insurance agency for over 20 years. It's more capable than what most advisors are currently paying for. Free, forever, for one advisor.
And getting started has never been easier. Import your existing clients from a spreadsheet, a PDF from your life company, another CRM — or even scanned paper files. Our AI reads and creates your client records automatically. Your entire book of business, organized, at no cost.
AgencyCRM Free also tracks your CE credits — keeping your continuing education record in the same place as your client book, so nothing slips through at renewal time.
AgencyCRM Pro — when your practice grows beyond one advisor
AgencyCRM Pro turns your client database into a full practice management system. Email, text messaging, and calendar — all running through the same platform, every interaction automatically logged against the client record. Plus commission reporting no other CRM in the industry offers.
Email + text from the client record
Send and receive from one place. Everything logged automatically — no copy-paste, no missed records. Text messaging requires a voip.ms business number.
Calendar sync
Outlook and Gmail calendars connected. Tasks, meetings, and calls in one cohesive view.
Multiple agents + admins
Add your team. Each advisor can push tasks back and forth with their admin — delegate follow-ups, document requests, and client communications without losing track.
Commission reporting (Beta)
See all commissions and renewals due across your entire book — by month, at a glance. No other CRM does this.
Pro Bundle — when your CRM meets your AI
Subscribe to both AgencyCRM Pro and BadenAI Pro and unlock a deeper level of automation. Your AI doesn't just answer questions — it works inside your client records.
Call recordings become client records
Upload a call recording. AgencyCRM attaches the full transcript, an AI-generated summary, and a task list directly to the client record — automatically. The best compliance record you can have: exactly what was said, where it matters.
Forms that fill themselves
The AI reviews your client communications and pre-populates your LIRD, Privacy and Disclosure, and Know Your Client forms. No more trying to remember what was discussed or covered.
AI data mining across your book
Surface hidden sales opportunities across your entire client block. Which clients are approaching a policy review date? Who mentioned a new baby? The AI finds them before you forget.
Tasks that write themselves
Every call generates a task list — pushed directly into your AgencyCRM task queue, assigned to the right client. Nothing you promised falls through the cracks.
The Pro Bundle also includes everything in BadenAI Pro — professional proposals, underwriting knowledge, and more.
See what BadenAI Pro includes →Choose your plan
Start free. Upgrade when your practice grows.
Client Management
Client records & full history
CE credit tracking
Task management & daily dashboard
Document storage
Needs analysis calculators (DIME + income)
Industry forms (auto-populated from client record)
Last contact tracking
Push tasks between each advisor and their admin
Data & Import
Spreadsheet import (life company, other CRMs)
PDF import (text-based documents)
Scanned paper file import (AI-assisted)
Communications & Scheduling
Email (send & receive from client record, Gmail/Outlook)
Two-way text messaging from your business number (voip.ms required)
Calendar sync (Gmail / Outlook)
Reporting & Growth
Commission reporting — all commissions + renewals (Beta)
Sales opportunity reports across client block
Web-to-lead API (inject leads from your website)
AI-Powered — Pro Bundle only
Call transcripts auto-attached to client record
AI call summary attached as client note
Tasks auto-generated from call recordings
AI form population from client communications
AI data mining for sales opportunities
Limits
Advisors
Admins
Storage
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.