4loAppThe CRM for insurance agents that never forgets a renewal
Save every prospect and policyholder. Set renewal and follow-up reminders. Call or WhatsApp in one tap. The simple mobile CRM built for individual insurance agents and brokers.
Renewal reminders
Never miss a policy renewal again. Set a follow-up 30, 60 or 90 days out and get a push the moment it's due.
Prospect pipeline
Tag every lead hot, warm or cold — see at a glance which quotes are heating up.
Notes on every policy
Log coverage details, family info and preferences. Walk into every call already briefed.
Call & WhatsApp in one tap
Tap the reminder. Tap call or WhatsApp. Talk to the client. Log a note. Done.
Works offline
Add a client at a coffee-shop meeting, even with no signal. Syncs the moment you're back online.
Import & export any time
Bring your book of business in from CSV or JSON. Export whenever you want — your data stays yours.
Why individual insurance agents choose 4loApp
Agency management systems like EZLynx and AgencyBloc are built for teams that need ACORD forms, comparative rating and commission tracking. If you're a solo agent or independent broker, you don't need any of that — you need to remember to call the Andersons back before their auto policy renews. 4loApp is engineered around that one job.
From quote to close to renewal, in your pocket
Save the prospect at the coffee-shop meeting. Set a follow-up for two days out. Get the push, tap WhatsApp, send the quote. Set another reminder for the renewal 11 months from now. That's a full insurance workflow — no dashboard, no training, no monthly per-seat fee.
Frequently asked questions
What is the best CRM for insurance agents?
The best insurance CRM is one you'll actually use on the road between appointments. 4loApp is a phone-first CRM designed for individual insurance agents and brokers: save prospects, set renewal reminders, log notes, and call or WhatsApp in one tap.
How is this different from EZLynx or AgencyBloc?
EZLynx and AgencyBloc are full agency management systems for teams — comparative rating, ACORD forms, commissions. 4loApp is the opposite: it's the lightweight follow-up book that lives on your phone, so no policyholder or renewal ever falls through the cracks.
Can I set renewal reminders?
Yes. Add a follow-up with any due date — 30 days before renewal, next quarter, next year — and 4loApp pings you the moment it's time to reach out.
How much does the insurance agent CRM cost?
Free for up to 50 clients. Pro is $2.99/month for unlimited contacts, cross-device sync, push reminders, and CSV/JSON import & export.
Ready to close more deals?
Start free with 50 contacts. Upgrade to Pro for $2.99/mo. Cancel anytime.
Start free — 50 contacts