CRM for independent insurance agencies
Know every X-date, every referral source, and who already knows the account.
Forge tracks renewals by X-date, keeps every referral tied to the business it produced, and shows which producer has the warmest path into an account. The commercial submission fills in from the same record. Keep your AMS for policy servicing; use Forge for relationships and new business.
The demo needs no account. Every producer included, $349/month billed annually, or $450 month to month.
Opportunities & renewals
| Account | Status | Referred by | Next step |
|---|---|---|---|
| Clarke Construction | New opportunity | Michael Ross | Call today |
| Northgate Manufacturing | Proposal | Brian Chen | Request loss runs |
| Summit Dental Group | Renews in 21 days | Jessica Lee | Schedule review |
The renewal calendar
Every renewal date, with the warmest way into the account.
See what renews next, who owns the relationship, who else at the agency knows the account, and what needs to happen before the X-date. Import your renewal spreadsheet and Forge organizes everything by month without replacing your AMS.
Renewals
19 accounts renew in the next 90 days. Nobody here knows anyone at 3 of them.
- 14daysNorthgate ManufacturingWorkers comp · The Hartford · $86,000RRiley knows TomRequest loss runs →
- 16daysBrightwater LogisticsPackage · Travelers · $38,500?No contact yetFind an introduction →
- 58daysHarbor Point Hospital FoundationD&O · Chubb · $11,200JJordan knows RachelSchedule review →
The insurance opportunity
When the opportunity opens, the submission is already taking shape.
The contact, referral source, coverage needs, documents, renewal date and next follow-up all stay on the same record. Keep the information you have collected together as you prepare the submission and identify what is still missing.
No duplicate spreadsheet, nothing critical buried in notes, and the referral keeps its credit after the policy binds. See the whole account in the demo →
Northgate Manufacturing
Commercial opportunity · Proposal
- Referred by
- Brian Chen
- Warmest way in
- Riley knows Tom Whitaker
- Renewal
- Workers comp, in 14 days
- Next step
- Request loss runs today
- Coverage
- GL, Workers Comp, Commercial Auto, Umbrella
Submission18 of 22 documents ready
- Still needed:
- Loss runs, five years
- Payroll by class code
- +2 more
Relationship intelligence
Know which relationships need attention and who should follow up.
Forge uses the email and calendar activity your team already creates to show who knows each contact, which relationships are going quiet, and which introductions are missing from the CRM. Every producer gets a short list of what needs attention, and anything Forge finds in email waits for approval.
Mailbox access is read-only, and you can revoke it any day. See the list in the demo →
What needs attention
- Victoria Stone
Relationship is cooling. Last exchange was 115 days ago.
Log follow-up → - Northgate Manufacturing
Workers comp renews in 14 days. Riley knows Tom Whitaker.
Ask Riley for an introduction → - Nina Petrova
Michael Ross introduced her by email, but she is not in Forge.
Review the suggestion →
AI-assisted data entry
Forward the introduction. Forge updates the record.
Tell Forge who was introduced, who should get credit, and when to follow up. Forge creates or updates the contact and company, connects the referral source, and sets the follow-up date.
Forward the email
Fwd: Intro: Tom Whitaker <> you
Add Tom, credit Brian, follow up Friday.
Forwarded message · from Brian Chen
Tom, meet the agent I told you about. Worth a conversation before Northgate's renewal.
Contact, referral and follow-up saved
Tom Whitaker
Owner, Northgate Manufacturing
- Contact
- Tom WhitakerAdded
- Company
- Northgate Manufacturing
- Referred by
- Brian ChenCredited
- Follow-up
- Friday
Suggestions Forge finds in your inbox wait for your approval.
Published pricing
One price for the agency, not per seat.
Relationship intelligence works when the whole team uses it. Every producer is included, and adding another person does not change the monthly price.
Relationship intelligence is normally sold per seat, at $2,000 to $2,700 per user a year, with a $20,000 minimum
One price for the agency, every producer included, from $349 a month
Monthly
$450per month, month to month · every producer included- Submission details and documents on the opportunity
- Every referral on the record
- Renewal calendar with the warmest way in
- Who has gone quiet, before the renewal
- Export your data any day
Add a producer on Monday and the bill does not move.
Prefer to talk first? Request an agency walkthrough
AnnualBest value
$349per month, billed annually ($4,188 a year) · every producer included- Everything in Forge
- Save $1,212 a year versus monthly (22.4%)
- Founding price holds while you stay subscribed
- Cancel within 60 days; unused time refunded pro rata
Pay annually and save 22.4% compared with twelve monthly payments.
Prefer to talk first? Request an agency walkthrough
- Pay through StripeMonthly or annual, on Stripe's secure checkout.
- Set your passwordYour workspace is ready as soon as checkout finishes. You sign in with your email.
- Get set up with NickHe follows up to walk you through setup. Import your own spreadsheets any day, free.
Need something Forge does not support? Work directly with Nick to scope additional fields, workflows, reports or integrations. Customization and data migration are quoted separately before work starts. For a platform built from scratch, Explore custom software →
The monthly plan is month to month, and you can import your own spreadsheets free. If we move your data or customize Forge for you, that is quoted separately. Your order form records the founding price and any annual cancellation and refund terms. Not sure which plan fits? Call Nick at (856) 522-4261.
See it work
See the source, the submission and the next move on one record.
Open the demo with no account, or show us how a commercial submission gets built in your agency today. We'll tell you what fits today, what could be customized, and what any additional work would cost. In the demo, start with the renewal calendar, open an account, then check who knows the contact.
Prefer direct? nick@nlc.consulting or (856) 522-4261