Invoff CRM - An integrated Relationship Manager for Insurers, MGAs and Brokers

Specialty insurance is built on relationships not just transactions. Traditional CRMs weren’t built for how specialty insurance actually works. They’re generic tools retrofitted into complex underwriting and broking workflows, leaving underwriters and brokers managing relationships through endless emails, spreadsheets, and PDFs.

Our CRM is purpose-built for the specialty insurance ecosystem. It gives insurers and brokers a complete view of interactions across submissions, quotes, referrals, and placements, all in one place. It connects the entire value chain, enabling deeper, long-term relationships built on insight, transparency, responsiveness, and trust.

Putting relationships at the heart of your underwriting process.

Built for How Insurance Actually Works

Insurance-native relationship workflows

Track interactions with your customers and partners, delivering a 360 degree view of your customer with submission to bind at transactional level.

Availability and Diary Management

Make your availability visible to customers and partners, using our built-in scheduling system. No more email ping pong, contacts simply pick a slot that works. Reducing time to engage, speeds up conversations, and makes it easier to do business with you, lowering the risk of missed opportunities.

Onboarding and Compliance

Onboard brokers and clients using automated workflows that trigger compliance checks such as sanctions screening, credit checks, and TOBA management. Everything is tracked in one place, creating a clear audit trail and reducing the time it takes to start doing business.

Unified document + communication hub

Store and track emails, chats and meeting notes in a structured, searchable record. Capture submission data, digital forms, PDFs. enrich with third-party insights, previous history, and even internal underwriting notes in one place. Eliminating duplication and ensuring nothing gets missed.

Intelligent nudges and reminders

Stay ahead of upcoming renewals, missing information, and response deadlines with proactive system-generated reminders and alerts.

What Sets Invoff CRM Apart

Feature

Value for Underwriters & Brokers

Insurance specific processes

Tailor made for specialty insurance, not a generic sales pipelines management. Connecting teams across underwriting and operations in one place.

Data augmentations

Enhances decision making with context-rich sector specific data, connect with the 3rd party APIs without the need for IT development, Simply configure in few steps and go.

Compliance by design

As conversations evolve into business, our Relationship Manager ensures that due diligence, sanctions screening, TOBAs, and approvals happen in the flow of work so that your team stays compliant without loosing momentum.

Flexible workflow design

Delivering your processes, the way you operate. With built-in workflow and SLA tracking, it supports a wide variety of use cases while ensuring accountability and consistency.

Finally, A CRM That Understands Insurance

The Invoff Relationship Manager doesn't just store contacts. It helps underwriters and brokers build trust, act faster and stay informed because managing relationships in insurance isn't transactional.

Tired of email chaos, delays, and slow onboarding? Ready to switch to faster onboarding?

Integration andDelivery Partners

Our platform is built to connect with the tools you use and the people who help you grow.