Built for group health brokers
Best CRM for Group Health Brokers
Group health is B2B insurance with long sales cycles, annual renewals, and HR contacts who change jobs every two years. Round Table CRM tracks the groups and the people, so you stay the broker of record.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
Group renewal dates are 90 to 120 days of work -- proposals, carrier negotiations, census prep, and employee enrollment -- and it all hits at once without a pipeline to manage it
- 2
HR contacts change jobs constantly and when the contact changes, so does the BOR relationship -- you lose groups because nobody tracked the relationship transition
- 3
Census update requests are awkward and manual -- you are chasing HR contacts 60 days before renewal asking for headcount and eligibility data
- 4
Benefit plan changes from year to year are tracked in email threads and carrier portals, not in a single place you can review before a renewal meeting
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Group renewal pipeline with 120, 90, 60, and 30-day milestones so the renewal is a managed project, not a last-minute scramble
HR contact relationship tracking per group so you know when a contact changes jobs and can reach out to the incoming HR lead immediately
Census request tasks auto-created 90 days before renewal so you never chase the data at the last minute
Benefit change log per group so you walk into every renewal meeting knowing what changed last year and why
BOR protection workflow -- annual touchpoints with the decision-maker, not just the HR admin, so the relationship runs deep
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| Group renewal pipeline with milestones | Built in | Generic deal stages |
| HR contact relationship tracking per group | Yes | One contact per company |
| Census request task automation | Yes | No |
| Benefit change log per group | Yes | Generic notes |
| BOR protection outreach sequences | Yes | Build from scratch |
| Priced for independent brokers | Yes -- see /pricing | Enterprise minimum seats |
Comparison based on publicly documented features of HubSpot, Salesforce, and Radiusbob as of 2025.
Questions agents ask us
Answers that are actually useful, not marketing fluff.
How does the group renewal pipeline work in Round Table CRM?
Each employer group has a renewal date. The CRM creates milestone tasks at 120, 90, 60, and 30 days -- RFP out, carrier quotes in, proposal delivered, enrollment materials sent. You manage the renewal like a project, not a fire drill.
How do I track HR contact turnover?
Each group has a contacts tab for multiple HR and C-suite contacts. When the primary contact leaves, you mark them inactive and onboard the new contact. The group relationship stays intact even when the person changes.
Can I manage the census collection process inside the CRM?
You can log census status per group and attach task reminders. The CRM does not generate census forms, but it ensures you ask for the data 90 days before renewal -- not 30.
I manage 40 employer groups. How do I prioritize my workflow?
Sort your group book by next renewal date. The CRM shows you which groups are entering the 120-day window, which are at 60 days, and which have open tasks. You always know what needs attention today.
Does Round Table CRM track commission income per group?
You can log commission estimates per group renewal. Full commission reconciliation across carriers is not a current feature, but income notes per group are available.
Can I store RFPs and carrier proposals in the CRM?
You can attach documents to group records. For large proposal libraries, you may want a dedicated document management tool alongside the CRM.
Is Round Table CRM a fit for a one-person shop or only larger agencies?
It works for both. Individual brokers managing 10 to 60 groups use it to stay organized. Agencies with a few producers use team features to share group records. Visit /pricing for options.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.