Renewal dates on every client
Add custom date fields for policy renewals and a follow-up a few weeks before each one, so the review call happens on your timetable.
CRM for insurance brokers Never let a renewal reach the client before you do.
Bizora is a CRM for insurance brokers who win on service. Keep every commercial and personal lines client, the people you deal with and their renewal dates in one place, and start each renewal conversation weeks before a comparison site gets there first.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for brokers
Renewals, referrals and new business in one list.
For independent brokers and small broking firms handling commercial, personal lines or specialist cover.
Quotes tracked to a decision
Add each new-business quote as a deal with its premium or commission value and expected decision date, then mark it won or lost.
Every contact at the client
Link the managing director, finance contact and fleet manager to the business, with their role and every call logged.
How it works
From first call to job won.
Four steps, done in the gaps of a busy day. No training course needed.
1Add the customer
New customerSarah Hughes07700 900123Hughes Lettings LtdOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWants oak worktops. Measuring Thursday, quote by Friday.Saved to SarahTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowFridayPick…Ring Sarah with the quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£8,450+£2,400 Sarah Hughes, kitchenSee what the month is worth and who your best customers are.
Renewal pipeline
See which renewals are coming up and what they are worth.
Follow-ups list every renewal review by date, overdue first, and the Deals page totals the value of quotes awaiting a decision. Together they show the month ahead before it arrives.
- Custom fields for policy type, insurer and renewal date
- Follow-ups assigned to named account handlers
- Schedules and statements of fact stored on the client
Why it works
Why brokers use a simple CRM alongside their broking system.
Your broking system holds the policy, not the relationship
Policy administration systems are built for placing and administering cover. Bizora handles the relationship around it: prospects, referrals, renewal conversations, call notes and who at the client makes the decision.
Retention is won before renewal
Clients who hear from you weeks ahead of renewal are far less likely to shop around. A dated follow-up on every renewal makes that contact routine rather than a scramble.
Referrals and introducers
Add accountants, solicitors and other introducers as partners, link the clients they send you and see which relationships bring in the most business.
Not a regulated record system
Bizora does not replace your broking platform, regulatory record-keeping or client money processes. Use it for relationship management and keep regulated records where they belong.
Included on every plan
Every CRM feature, free on every plan.
- Contact managementPeople linked to the companies they work for.
- Company managementProfiles, notes and relationships in one directory.
- Deal trackingPipeline, revenue won and what each client is worth.
- Follow-upsEvery next step, dated, assigned and ticked off.
- CalendarMeetings, follow-ups, deals and renewals on one calendar.
- Call loggingCalls, emails and meetings recorded against each contact.
- Document managementFiles stored beside the company they belong to.
- Team permissionsOwner, Moderator and Member roles for your team.
- Workspace searchFind any company, contact or document in seconds.
- Payments by StripeCard payments are handled by Stripe. We never see or store your card number.
- Hosted in EuropeYour customer data is stored on servers in Europe.
- UK GDPRHandled under UK GDPR, which is regulated by the ICO.
- Encrypted connectionsHTTPS on every page, with strict security headers.
- Your data, your exitExport your customers to CSV whenever you like, on every plan.
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Questions
CRM for insurance brokers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for an insurance broker?
A good CRM for a broker keeps renewal dates in front of you, tracks new-business quotes and shows the whole client relationship. Bizora does that simply, and the Free plan has no time limit.
Can Bizora remind me about policy renewals?
Yes. Add the renewal date as a custom field and a follow-up for when to start the review. Due and overdue follow-ups appear on your dashboard.
Does Bizora integrate with my broking system?
Not directly. You can import clients from a CSV export and export your Bizora data to CSV at any time.
Is client data kept secure?
Each workspace is private to your firm, customer data is hosted in Europe, and roles control who can view or edit records.
How much does it cost for a small brokerage?
Start free with two users. Business is £19.99 a month with five seats and Premium £34.99 with ten, billed in GBP including tax.
Free forever plan
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Free plan with no time limit. No card needed.