CRM for insurance agencies
Run your entire agency from one panel: policies, renewals, commissions, book of business and customer service. Multi-carrier, ready for LATAM, Spain and the United States.
Unified book of business
All clients, contacts and policies in one view — no more scattered spreadsheets.
Renewals on autopilot
Automated 60, 30 and 7-day reminders. Stop losing policies to missed deadlines.
Accurate commissions
Auto-calc by carrier, product and producer. No more parallel spreadsheets.
Professional client comms
Email and SMS from the platform with templates, branding and full audit trail.
Multi-carrier
MAPFRE, Sura, Liberty, AXA, Bolívar — work all your carriers from a single source of truth.
Compliance & audit
Roles, permissions and full action log. Your agency ready for any regulatory review.
How it works
Import your book
Upload Excel, CSV or connect your current system. Ana, your AI copilot, validates the data automatically.
Configure carriers
Load commission rates per carrier and product. Polixra handles the rest of the math.
Onboard your team
Invite producers and admins with role-based access. Each person sees only what they need.
Scale without chaos
Live reports, daily smart queue and digests so nothing falls through the cracks.
Why agencies choose Polixra
Built specifically for the insurance business — not a generic CRM forced to fit.
Renewals
Detects policies nearing expiry and fires reminders to client and producer.
Commissions
Producer payouts, splits and reconciliation against carrier statements.
Customer Service
Every conversation, claim and request stays linked to the correct policy.
Multi-carrier
Compare carrier, product and producer performance on live dashboards.
Multi-country
Configured for 30 countries across LATAM, Spain and the US. Multi-currency, multi-language.
Frequently asked questions
Your agency deserves a CRM made for insurance
Try Polixra free for 14 days. No credit card. No commitments.
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