Never miss a renewal. Never lose a family record.
One CRM built around how insurance agents actually work — family and joint policies linked automatically, renewal and Medicare-65 dates calculated for you, and every client record locked down behind bank-grade access controls.
Illustrative preview built with sample data, not a live screenshot.
You didn't get into insurance to fight your CRM
Five things almost every agent runs into. Here's exactly how we solved each one.
No single spreadsheet has the whole client — so you keep switching between six.
Client info scattered across spreadsheet tabs, old emails, and sticky notes means bouncing between them for one answer.
One searchable client book — every policy, every family, in one place.
The client who calls today shouldn't wait until tomorrow.
Slow response is the number one reason agents lose renewals to a competitor.
Renewal, RMD & Medicare-65 dates calculate themselves — nothing depends on remembering.
Three generations. One family. One record that stays connected.
When a family's policies live in five disconnected records, you miss the cross-sell and the client feels like a stranger every time they call.
Family & joint policies linked automatically — one household, one view.
When Medicare-65 hits, you'll already know — before they call asking.
Senior clients don't want to be sold to twice, and a missed eligibility date makes a longtime client feel forgotten.
Medicare-65, renewal, and RMD dates calculated automatically — you reach out first.
Everything you know about this client — in your hand, right now.
Your best conversations happen outside the office, one step removed from the client file back at your desk.
A responsive web app — the same client book on phone, tablet, or desktop.
Recognize your day in here?
Talk to us about your bookEverything a general CRM makes you configure — already built in
A CRM built for how insurance agents actually work
Not a generic CRM with insurance fields bolted on. Every screen assumes you're tracking policies, families, and deadlines that matter for compliance — because that's what it was built to do.
8 policy types, one view
Life, Medicare, health, annuity, cancer, long-term care, business retirement plans, and group health — each with the fields that product actually needs.
Family & joint policies
Link family members and joint-owned policies so a household shows up as one connected picture, not scattered records.
Deadlines that calculate themselves
Birthdays, renewals, RMD dates, and Medicare-65 eligibility are computed automatically as you view a client — not tracked by hand.
Recurring to-dos
Follow-up tasks generate on a recurring schedule, so nothing depends on remembering to add it to a list.
Product status dashboard
See every client's status across all eight product lines at once, instead of switching between separate screens.
Agent-isolated by default
Database-level row security keeps each agent's book separate — and it's re-verified by an automated test on every single code change, not just at launch.
Built for insurance, not adapted for it
General-purpose tools can be configured to sort of work. This is built around insurance workflows from the schema up.
| Feature | Zoho CRM | Notion | Slack | Monday.com | Titus Data Labs |
|---|---|---|---|---|---|
| Native insurance policy views | Custom setup required | Not native | Not a CRM | No specific view | 8 built-in views |
| Family & joint-policy linking | Manual effort | Manual effort | Not a CRM | No specific feature | Built in |
| Auto-calculated dates (RMD, Medicare-65) | Requires setup | Manual calendar | Needs separate app | Requires setup | Computed automatically |
| Agent-level data isolation, CI-verified | Role config, not DB-level | No row-level security | Not applicable | Role config, not DB-level | Postgres RLS + automated test |
| Setup effort | Complex | Build it yourself | Needs integrations | Template-based | Same-day onboarding |
"Build it yourself" isn't free, either — here's what that row above actually costs.
Not a patch. A rebuild. Or they give up and go back to spreadsheets.
Illustrative, not a promise: based on the custom fields, family-linking workarounds, reminder automations, and integrations a general-purpose tool needs before it handles insurance workflows at all, at a $40/hour blended rate — swap in your own number. The monthly figure assumes 4–6 hours of upkeep as your book, your team, or your compliance needs change.
The Agency OS — built module by module
Insurance agents are our first customer, but they're really our proof that solo-run businesses need one operating system instead of five disconnected tools. Sales is live. The rest ships only when it's proven, not just planned.
Sales & clients
The CRM you see on this page. Running a real book, in production, today.
Marketing automation
Turning the client and family data already in the CRM into outreach that doesn't require a separate tool.
Finance & commissions
Commission tracking tied to the same policy records agents already manage here.
Operations & compliance
The audit trails and access controls already underneath the CRM, extended into a standalone compliance layer.
Honest note: none of modules 2–4 exist yet. We're not listing them because they're available — we're listing them because this is the order we've committed to, and we'd rather tell you the plan than let a mockup imply the product does more than it does today.
Built for insurance compliance, not bolted on after the fact
The details that matter to an examiner are the same details that make your day easier.
Eight real insurance product lines — life, Medicare, health, annuity, cancer, long-term care, business retirement, group health — designed into the schema from day one, not relabeled generic fields.
Agent-to-agent data separation isn't a policy on paper — it's enforced at the database level and re-checked by an automated test before any code change can ship.
We don't collect Social Security numbers — one less sensitive field for you to protect, store, and explain to compliance if something ever goes wrong.
The spreadsheet isn't free. It just doesn't send you a bill.
Here's what the manual version of this job actually costs — in the hours it eats out of your week.
| Where the time goes | Doing it yourself | With Titus Data Labs | Time back |
|---|---|---|---|
| Finding a client's full policy picture | ~3 min per lookup, ~15×/week | Under 30 sec, one search | ≈ 40 min/week |
| Tracking renewal, RMD & Medicare-65 dates | ~2 hrs/week on a manual tickler | Calculated automatically | ≈ 2 hrs/week |
| Cross-referencing family policies | ~1.5 hrs/week reconciling by hand | Linked automatically | ≈ 1.5 hrs/week |
| Getting set up on a new system | 15–30 hrs building it in Notion/Zoho | Same-day onboarding | ≈ 20 hrs, once |
Illustrative, not a promise: based on 4 hours/week of manual lookups, renewal tracking, and family-policy reconciling across spreadsheets and a general-purpose tool, at a $40/hour blended value of an agent's time — a number worth swapping for your own. It doesn't include the cost of a missed renewal or a compliance incident, which we've deliberately left out because we don't have a defensible number for it yet.
Simple, per-agent pricing
Standard: you have to remember. Pro: it reaches out first.
Standard
- All 8 policy views
- Family & joint policy linking
- Auto-calculated renewal & compliance dates
- Recurring to-dos
- 2FA + access audit log
Pro Recommended
- Everything in Standard
- Automated email & notification triggers
- Proactive birthday / renewal / follow-up alerts
- Custom status & workflow automations
- Priority support
Need custom fields, workflow changes, or an integration? Email info@titusdl.com — we build what your team actually needs, not just what's on this page.
Straight answers
Where is my data stored?
In a dedicated, private database — not in your Google Workspace. Each agent's data is isolated so no one else can see it, and every login requires two-factor authentication.
Do you collect Social Security numbers?
No. SSN collection was removed from the product — it wasn't needed for how agents actually use client records day to day.
Does it work on mobile and tablet?
Yes — it's a responsive web app, so the same interface works in a browser on your phone, tablet, or desktop. There's no separate native app to install.
Tell us what your business actually needs.
Whether that's the CRM as it is today, a customization, or a conversation about what module comes after Sales — we'd rather build the right thing slowly than the wrong thing fast.
Email info@titusdl.com