The client record that remembers everything.
Every call, text, voicemail, letter, file, form, status change, and appointment lands on one timeline — searchable, timestamped, and audit-ready.
One timeline for every client interaction
Notes, calls, SMS, files, schedule items, status changes, field changes, marketing form activity, and print jobs flow into a single client activity stream — and when a client is shared, teammates see only the parts you chose to share.
A real health quoter, built in
Fill a structured health profile — height/weight, tobacco, medications and conditions backed by a typeahead catalog of ~200 conditions and 2,200+ medications — and Workganic evaluates every active carrier product: issue ages, state availability, each carrier’s own application questions and drug rules. You get ranked recommendations with the plan tier and itemized, source-cited reasons.
Quotes that do the math
Real rate tables matched on age, state, gender, and tobacco — fixed-premium or per-$1,000 math with policy fees and modal factors. Set a target face amount, or give it a monthly budget and it solves for the largest coverage that fits. One click turns a quote into a tracked policy.
Statuses that drive work
Define your own client statuses with colors, categories, and ordering. Statuses power follow-up lists, batch updates, and the power dialer’s calling pools.
Insurance-grade policy records
Each policy carries coverages, beneficiaries, payments, commissions, riders, loans, and cash values. One click queues a carrier-portal sync that refreshes the policy and notifies your team in real time.
Client research, built in
A research workspace inside the client record generates search links, stores facts with source and confidence, and can auto-open research cases for new leads — with an audited, isolated research browser.
Per-client call routing
Route each client’s inbound calls with default handling, specific agents, forwarding, blocking, or direct-to-voicemail rules.
Readable history at scale
Consecutive status and field changes collapse into grouped entries, so a busy client’s history stays scannable.
Granular sharing
Share a client with exactly the modules you choose — notes, calls, messages, files, schedule — enforced on every timeline read.
CRM is included on every plan — not an add-on.
From Starter up, CRM works around the same client record as everything else. See how it fits into your agency's day — on your own book of business, not a canned demo.