Your CRM is only worth what your agents actually use at renewal time
A CRM for insurance agencies keeps every policy, renewal date, quote and claim follow-up in one place instead of scattered across carrier portals and spreadsheets. I audit how you work in two to three weeks, for $2,000, and hand you a written plan. Then I build it, migrate your book of business, train your agents, and hand it over working.
I'm Filip Radisic, founder of Linked Core LLC. I've set up the business architecture for dozens of companies, including one of my own I tore down and started over from zero.
Now I build CRM, sales and automation systems for other business owners priced and delivered in stages, so you pay one stage at a time.
If this page solved one problem you recognized, there's a good chance the rest of your business has a few more just like it.
What it looks like before the system exists
None of this is a motivation problem. It is what happens when an agency grows faster than the way it tracks work.
Renewals that slip through
A policy lapses because no automated reminder went out sixty days before expiration.
Cross-sell opportunities missed
A client with auto coverage never gets asked about home or umbrella policies.
Quotes that never get a follow-up call
You quote a commercial policy and the lead goes cold within a week.
Book of business scattered across carrier logins
No single view of which clients are up for renewal this month.
Commission tracking done by hand
Nobody can quickly verify which policies paid out commission and which are still pending from the carrier.
New agent onboarding takes months
Without a documented system, a new hire learns the agency's process by shadowing someone for weeks.
How the setup actually runs
Three stages: the audit in two to three weeks, the build in six to eight, then launch and training in two to three. You keep working the whole time.
I map how your agency already works
How quotes turn into bound policies, how renewals get tracked, how cross-sell conversations happen. The system gets built around that, not around a software demo.
Build and connect
Renewal automation tied to expiration dates, cross-sell triggers based on existing coverage, and carrier system integration where possible.
Move your history across
Book of business, policy history and renewal dates out of spreadsheets or carrier portals. Cleaned and de-duplicated, not dumped.
Train your agents where they work
On the desktop and on mobile, on real client accounts. Plus written procedures so a new agent learns the process in days instead of months.
Questions insurance agencies ask
Can this connect to my agency management system?
In most cases, yes. I connect your CRM to your existing AMS rather than replacing it.
Will my agents actually use it?
Only if renewal reminders and cross-sell prompts save them time instead of adding another login.
Can it help onboard new agents faster?
Yes, written procedures from the build mean a new agent can follow a documented process instead of shadowing someone for weeks.
What if I only want the audit, not the full build?
That is a real option. Some people take the written plan and either do it themselves or bring in someone else.
Do you only work in Florida?
No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.
What it costs
✓ Full audit of your tools, calls, scheduling and paperwork
✓ Written plan of what to build and in what order
✓ Honest answer on whether you need a full build at all
✓ The build, priced by what actually gets built
✓ Data migration from whatever you use now
✓ Team training and written procedures
✓ Two weeks of support after go-live
One hour, free, no pitch
Tell me how many people you run, what you use now, and where work falls through. I will tell you what I would fix first and roughly what it costs.