Built for P&C agents
Best CRM for P&C Insurance Agents
Property and casualty is a renewal business. If you are not calling 60 days before the renewal, someone else will. Round Table CRM keeps your renewal pipeline visible and your retention calls on time.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
Renewal dates for home, auto, and commercial lines are spread across three carrier portals -- you find out a client renewed with a competitor after the fact
- 2
X-date tracking (expiration dates for prospects) is nonexistent in generic CRMs, so hot prospects cool off while you are busy
- 3
Multi-line households are a single contact in your spreadsheet -- you have no visibility into which lines each household carries
- 4
Claims follow-up falls through the cracks because nothing reminds you to check in after a loss
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Renewal date fields per policy line so you see every household's renewal calendar in one view
X-date pipeline for prospects -- set the expiration date and get a call reminder 30 and 60 days out
Multi-line household records show all policies under one roof -- auto, home, umbrella, commercial
Claims follow-up tasks auto-create when you log a claim, so the client never feels abandoned after a loss
Retention workflow built in -- policy review triggers go out before a competitor can quote them
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| Policy renewal date tracking per line | Built in | Generic date field |
| X-date prospect pipeline | Yes | No |
| Multi-line household view | Yes | One contact = one record |
| Claims follow-up task automation | Yes | No |
| Retention workflow templates | Yes | Build from scratch |
| Pricing for independent agents | Yes -- see /pricing | Captive/enterprise focus |
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 Round Table CRM handle X-date tracking for P&C prospects?
You log the prospect's current policy expiration date in the X-date field. The CRM surfaces that contact 30 and 60 days before expiration with a follow-up task so you are quoting them before their renewal hits.
Can I see all the policies a household carries in one place?
Yes. A household record can have multiple policy lines attached. You see auto, home, umbrella, and any commercial lines together, with each renewal date visible.
Does Round Table CRM connect to IVANS or carrier portals?
Direct IVANS download integration is on the roadmap. Today, you manage policy data directly in the CRM or via CSV import from your AMS. Your records stay current and searchable.
How does the CRM help with retention?
Renewal reminders fire at intervals you set -- 90, 60, and 30 days before the renewal date. Each reminder creates a task so you call before the carrier does their own renewal with no human touch.
I write commercial lines too. Does the CRM handle business accounts?
Yes. You can label a contact as a commercial account and attach lines like BOP, workers' comp, and commercial auto the same way you would a personal lines household.
What is the difference between Round Table CRM and an AMS?
An AMS is a policy management and document system. Round Table CRM is a relationship and follow-up tool. They serve different purposes. Many agents run both -- the AMS stores the policy, the CRM drives the follow-up.
Can my whole agency use this?
Yes. Team plans let you add producers and see shared contacts and tasks. Visit /pricing for multi-seat options.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.