Customers & contacts
Maintain client contacts and account history.
Explore Customers & contactsPixie CRM for insurance brokers, intermediary service teams and account managers
CRM for Insurance Brokers
Insurance relationships involve repeated information gathering, account questions and renewal conversations. Pixie can coordinate the administrative relationship around that work, helping colleagues see what has been requested and who owns the next action. Specialist policy and broking systems remain central to defining the full operating model.
Insurance Brokers · A connected workflow
Keep renewals and client information requests moving.
Illustrative process · configured around your team
- 01Record the enquiry
- 02Coordinate information
- 03Manage the handover
- 04Prepare renewal contact
How Pixie fits your business
Keep renewals and client information requests moving.
Clients may be asked for the same information by different colleagues when an administrative handover is unclear. A shared relationship record helps teams distinguish a new request from one already awaiting a response.
For insurance brokers, intermediary service teams and account managers, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from record the enquiry to prepare renewal contact. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for insurance brokers; the final process should reflect your service model and the systems you already use.
- 01
Record the enquiry
Capture the client relationship and administrative service requirement.
- 02
Coordinate information
Assign requests and the responsible account contact.
- 03
Manage the handover
Keep review tasks and authorised correspondence connected.
- 04
Prepare renewal contact
Review open actions and the next account conversation.
Build around the work you do
Relevant modules for insurance brokers.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Tasks & workflows
Coordinate information requests and review actions.
Explore Tasks & workflowsTeam calendar
Keep account-review dates visible.
Explore Team calendarShared email inbox
Organise administrative client correspondence.
Explore Shared email inboxStaff, roles & permissions
Plan access to the proposed workflow.
Explore Staff, roles & permissionsAPI & integrations
Assess connections to specialist broking systems.
Explore API & integrationsAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Validate policy administration, underwriting, regulated advice, client-money and recordkeeping requirements separately. CRM coordination is not a substitute for an assessed insurance operating system.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from insurance brokers teams.
Use these answers to shape the conversation about your proposed configuration.
Can the broker management system remain authoritative?
Yes. Define which references and administrative events belong in CRM, then confirm supported interfaces, access and reconciliation with the system owner before any connection is enabled.
Which modules should our team start with?
Start with the relationship record and the most important handover in your insurance brokers process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in record the enquiry and prepare renewal contact. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real insurance brokers customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.