The CRM built for every step of the insurance sales journey
A smarter, more efficient way for insurance agents to manage their leads, cross-sell, up-sell and oversee team management — designed to simplify the complexities of insurance sales and help agents reach their full potential.
From first conversation to loyal customer
Every lead, customer and policy lives in one record — so you always know who to call, what they hold and what they need next.
- Lead creation and management
- Customer management with full policy history
- Policy management across insurers and products
- Employee management for your team
Sell more to the customers you already have
The features that turn a book of policies into a growing business.
Cross Sell
See which customers hold one line of cover and could use another, and reach out at the right moment.
Up Sell
Find policies that no longer match a customer's life stage and recommend better protection.
AI Insurance-Needs Calculator
An AI model calculates each customer's insurance needs — 50 insurance needs catered so far — so advice is backed by numbers.
Insights that help you make data-driven decisions
Our technology is at the heart of what we do — modern, intelligent and user-friendly, with an intuitive interface and comprehensive features that cater to every step of the insurance lifecycle.
- Track sales performance for you and your team
- Automates routine tasks so you can focus on clients
- Aids team collaboration and coordination
- Industry-standard security for your data
Two simple plans. Start free.
Try the CRM on the Free plan, then go unlimited with Premium when your book of business grows.
- 10 lead creation
- 10 customers management
- 10 policies management
- 10 employee management
- Unlimited lead creation & management
- Unlimited customers management
- Unlimited policies management
- Unlimited employee management
Questions about a plan? Talk to us or see our cancellation & refund policy.
See Wwings CRM in action
Schedule a free demo — we'll walk you through leads, policies, cross-sell and the AI needs calculator.