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Insurance brokerage

A CRM for insurance brokers, built around your brokerage

Prospects, carrier quotes, policies, renewals: a brokerage handles a lot of moving parts. Deepthix builds a CRM that follows that path the way your team works.

We have already delivered this kind of tool for an insurance broker: sales pipeline, appointment booking, content monitoring and campaigns in one interface.

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What it can hold

Individual and business clients with their policies, opportunities by product line, renewal dates with alerts, and documents attached to the right record.

AI agents with human review

An agent can prepare a client summary before a meeting, draft a personalised follow-up, or flag policies coming up for renewal. Your team validates every action.

Frequently asked questions

Can you import data from my current software?

Yes, from CSV, Excel or API exports, priced during scoping.

Updated 26 October 2026

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