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 everything
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.
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A real health quoter, built in
Fill a structured health profile — height/weight, tobacco, medications and conditions backed by a type-as-you-search list 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.
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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.
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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.
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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.
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Client research, built in
Look up a lead without leaving their file — Workganic builds the searches, saves what you find along with where it came from, and keeps a record of every lookup. New leads can even get a research case opened automatically.
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Per-client call routing
Route each client’s inbound calls your way: normal, specific agents, forward, block, or straight to voicemail.
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Readable history at scale
Consecutive status and field changes collapse into grouped entries, so a busy client’s history stays scannable.
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Sharing you control
Share a client and choose exactly what goes with it — notes, calls, messages, files, schedule — and those limits hold everywhere the timeline appears.
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.