The best CRM for insurance and brokers
In insurance the money is in the renewal and the speed of the quote: a policy that lapses without a reminder becomes a lost client. Sellio brings the quoting pipeline, renewal reminders, claims support and commissions together in one place.
What jams the day-to-day and lets business slip away.
- Policies lapse without a reminder and the client renews with a competitor.
- The quote takes too long and the prospect gives up before the proposal.
- Claims and support run loose across email and phone, with no control.
- Broker and partner commissions are calculated by hand, with errors.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓Scheduling and reminders
Every policy carries its expiry date and the system fires the renewal reminder in advance by WhatsApp and email, so no renewal slips through.
✓Quotes and CPQ
The broker builds the quote with coverages and prices in CPQ and sends the proposal the same day, with no spreadsheet and no rework.
✓No-code (objects, fields and automations)
You create the Policy and Claim objects with the fields each line needs (auto, life, property) without coding, and link every policy to the client and the quote.
✓Support and tickets
Every claim notice becomes a ticket with stages, deadlines and history, so the insured knows where the process stands and nothing gets lost.
✓Electronic signature
Proposals and documents go to digital signature straight from the record, with legal validity and a trail of who signed and when.
✓Commissions
The commission for each policy and each broker or partner is calculated by the system per the rule, with no side spreadsheet and no argument at closing.
Renewals become predictable, not luck
With each policy expiry recorded and the reminder automated, the book renews on its own. The broker opens the client record and sees active policies, open claims and the next renewal without switching tools.
Put the whole brokerage in without paying per seat
Brokers, support and back office all work in the same system: free, paying only for infrastructure usage above US$20 a month, never per user.
Free for what serves everyone: you pay only for infrastructure usage above US$20 a month, never per seat.
All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.
Real no-code: build objects, fields, automations and screens your way, without depending on IT.
Trilingual (Portuguese, English and Spanish) and ready to operate in any country.
Real estate
From the first contact to the signed contract, without losing a single lead.
Construction
From the estimate to the delivered project, with costs and commissions under control.
Architecture and engineering
From the fee proposal to the final deliverable, with every phase and every hour under control.