AxxessCRM

Productivity

Free · Designed for iPad

CRM for Insurance Agents – Automate, Track, & Grow! The Ultimate CRM for Life & Health Insurance Agents Take your insurance business to the next level with our all-in-one CRM, designed specifically for life and health insurance agents. Stay organized, close more deals, and build lasting client relationships—without the hassle of juggling multiple tools. Automated Client Engagement – Send personalized follow-ups, bulk emails, and text messages with ease. Set up automated check-ins to keep clients engaged and informed. Lead & Pipeline Management – Track every lead’s journey on our intuitive opportunities page. Never let a potential sale slip through the cracks again. Effortless Appointment Booking – Seamlessly schedule meetings with clients and prospects, eliminating back-and-forth emails. Built for Growth – Whether you're a solo agent or managing a team, our CRM scales with you, helping you work smarter, not harder. Say goodbye to outdated spreadsheets and scattered conversations. With our CRM, you’ll have everything you need to manage your book of business—all in one place. Download now and revolutionize the way you manage your insurance business!

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Bug Fixes & performance Improvements

The developer, AxxessCRM LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • Axxess Benefit Consultants LLC
    • Size
      • 364.9 MB
    • Category
      • Productivity
    • Compatibility
      Requires iOS 16.0 or later.
      • iPhone
        Requires iOS 16.0 or later.
      • iPad
        Requires iPadOS 16.0 or later.
      • Mac
        Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      18+
    • Copyright
      • AxxessCRM © 2025