A connected CRM for insurance agents

What insurance agents need from a CRM

Insurance is a relationship business built on follow-up. A policy sold is the start of a multi-year relationship: renewals, cross-sell, claims support, and referrals all depend on remembering the right detail at the right moment. Yet many agents run their book out of a spreadsheet and their inbox, where renewals slip and warm leads go cold. A CRM for insurance agents should make three things effortless — a complete record of every client, a clear pipeline of new and renewing business, and timely, automatic follow-up.

How AetherCRM is designed to help

AetherCRM is the connected system of record at the center of the Aether Suite. It's built around contacts, companies, and deals, with every touch from across your tools captured on one unified activity timeline. For an agency, that translates directly into the workflows that matter:

• One client record — contact details, history, and every interaction in a single view, so nothing lives only in someone's inbox.
• A pipeline you can trust — track new business and renewing policies as deals, so you always know what's closing and what needs attention.
• A unified activity timeline — calls, emails, and meetings logged automatically against each client.
• Connected outreach — pairs with AetherMAIL so follow-up and re-engagement happen without leaving your system.

Honest status: coming soon

We believe in being straight with you: AetherCRM is in active development and not yet generally available. This page describes where it's headed. If a connected CRM for your agency sounds right, join the waitlist — you'll be first to get access and early-adopter pricing, and you can help shape what we build.

Start with outreach today

You don't have to wait to put the Aether Suite to work. AetherMAIL — the outreach engine that will connect to AetherCRM at launch — is available now from $39/month with a 7-day free trial. Start reaching prospects today, and your CRM will be ready to catch them.

What to look for in an insurance CRM

When you evaluate a CRM for your agency, prioritise the features that protect renewals and referrals:

• A complete client record — every policy, conversation, and document in one place.
• Renewal and follow-up tracking — so no policy lapses and no lead goes cold.
• A visible pipeline — new business and renewals you can forecast.
• Connected outreach — email and follow-up working from the same system, not a separate tool.
• Simplicity — software your team will actually use every day.

These are the principles guiding how we're building AetherCRM. Join the waitlist to help shape it.

Related: AetherCRM overview · AetherMAIL (available now) · All products