Built for independent agents
6 years of renewals end with 1 missed call
A CRM for insurance agents has one real job: making sure the book never renews without you. Liteo runs new business on one board and turns every policy into a renewal reminder that lands before the date. You open it, you see whose renewal is next, and you make the call.
The problem
3 ways a book leaks commission
The renewal you heard about after it lapsed
The policy renewed quietly for 6 years, so nobody called. This year the premium jumped, the client shopped it, and the first you heard was the carrier's lost-business notice. That commission renewed every year too, until it didn't.
The X-date on a sticky note from March
A prospect told you their homeowners renews in October and to call in September. The note made it to a legal pad, then under one. Another agent called them first.
The auto client whose home lives elsewhere
You know rounding out the household is the cheapest growth there is. But you can't see who's monoline without opening files one at a time. So the cross-sell call keeps not happening.
01 · Pipeline
A CRM for insurance agents has to survive renewal season
Every case you're working sits on one board. New lead, quoting, proposal, underwriting, bound. Deal value is the annual premium, so the stage totals show what the month is really worth.
Drag a case forward when it moves. A card that sits still starts showing its age at 7 days. The proposal from 2 weeks ago can't hide behind the new stuff.
- Stage totals in annual premium, so you know what's close to binding
- Cards age visibly at 7 days, before a case goes cold
- Name the stages after how your agency actually writes
$3,100
$2,900
$21,000
$24,000
$3,100
$2,900
$21,000
$24,000
The Whitfields
Home + umbrella remarket
$2,600
02 · Renewals
Every policy queues next year's call
Give every policy in the book its renewal date. Auto, homeowners, term life, the BOP down the street. The renewal list keeps them in date order, and the next one due sits on top.
When a renewal comes due, it turns into a task on the right person's list. Record the renewal and next year's reminder queues itself. The cycle runs without a spreadsheet.
Service due
Nguyen household
Auto, 2 vehicles
Next service
3wks late
03 · Households
One household, every policy in view
One record holds the whole household. Who's insured, what's in force, what's held with another carrier, and who referred them. The X-date on that other carrier's policy is a field, not a memory.
Custom fields carry what decides the account. Line, carrier, renewal date, annual premium, cross-sell candidate. A life insurance agent tracks term lengths and conversion windows where a P&C shop tracks vehicles and carriers.
04 · Follow-ups
The follow-up comes back on the day
Set the follow-up when the proposal goes out, while the numbers are fresh. It comes back on the day, on the right case. Overdue turns red and goes to the top.
Tasks group into overdue, today, and this week. A daily email lists what's due and what's overdue, in your timezone. Renewal season becomes a list instead of a memory test.
05 · Lead capture
A quote request becomes a lead by morning
Put a quote request form on your site. Someone asks for a review during dinner, and Liteo creates the contact, tags it, and assigns it a producer. It's waiting in Liteo before your first coffee.
Add a rule for the far end of the pipeline. When a case moves to Bound, Liteo tags the household as a client and sets the onboarding call for 2 weeks out. The welcome call stops depending on anyone remembering it.
In Liteo
Waiting for the form…
01
Contact created · Alicia Fontaine
02
Tagged · Website
03
Type set · Lead
8:52pm · on the board before morning.
In Liteo
Waiting for the form…
01
Contact created · Alicia Fontaine
02
Tagged · Website
03
Type set · Lead
8:52pm · on the board before morning.
06 · Mobile
It works at the client's kitchen table
Check the board from the parking lot. Log the call while the mileage and the teenage driver are fresh in your head. Move a case to Bound at the client's kitchen table.
It's the same app in the phone's browser, with everything in it. Nothing was cut to make a mobile version.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Term life
Maya Castillo
$2,900
BOP + commercial auto
Yun's Kitchen
$18,400
Home + umbrella remarket
The Whitfields
$2,600
Workers comp
Ferris Fabrication
$24,000
Pricing that fitson a sticky note
Per user
$7
Billed $84 per user, once a year. Everything included.
Lifetime, from
$99
Per seat, one payment, forever. 200 seats total.
Trial
14days
Free. No credit card to start.
Before and after
The book, before and after
It's the same book you already have, somewhere you can finally see it.
Today
- ✕X-dates live on sticky notes and in a March legal pad
- ✕The first call about a lapsed renewal comes from the client
- ✕Nobody can say which auto clients have their home elsewhere
- ✕Proposals go quiet and stay quiet
- ✕The producer who wrote the account is the only one who can service it
With Liteo
- Every X-date is a dated field on the household, with a call task ahead of it
- The renewal becomes a task before the date, and closing it queues next year's
- Cross-sell candidates are a Yes/No field and a filter, not a hunch
- Every proposal carries a follow-up date, and overdue turns red
- Anyone in the agency can open the household and see where it stands
Where Liteo fits
A day, end to end
4 moments every agency lives. Liteo writes each one down as it happens, so renewal season doesn't run on memory.
Daily email
1 overdue · 3 due today
The renewal list
7:45am
Term life, $500k
Quoting · follow-up today
The quote call
10:10am
Deal moved
Verde Grounds · Bound · $9,800
The signatures
1:30pm
Whitfield household
Home X-date · Apr 18 · logged
The home visit
4:45pmEverything else
Everything else in the box
One plan, $9 per user, unlimited records. All of this comes with it.
The customer record
Calls, notes, files, and relationships on one profile, with the history intact.
Products & services
One catalog with categories, SKUs, and prices that fills your quotes.
Installed base & sites
What you sold, where it runs, and which location it belongs to.
Email history
Logged conversations live on the contact, private until you share them.
Tasks
Linked to the deal or the customer, grouped into overdue, today, upcoming.
Daily reminder email
Your due and overdue work, in your inbox every morning, your timezone.
Reports
Outcomes, activity, and pipeline for admins. Weekly summaries are opt-in.
Quotes
Built from your price list, delivered as a clean PDF, tracked from sent to accepted.
Service reminders
Installed work comes back as the next visit's task, on time.
Automations
Event rules that read like sentences and never email your customers.
Lead capture forms
Your website form creates the contact, tagged and assigned.
Custom fields and tags
Track the details that price the job, then filter by any of them.
Global search
Cmd+K, type 3 letters, land on the right record.
CSV import and export
Your data comes in from a spreadsheet and can leave the same way.
Team
Admin and member roles, a Mine filter, safe handoffs when someone leaves.
Coming
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
Connect your AI
Claude or ChatGPT works your CRM through Liteo's MCP server.
Lifetime deal · 200 seats total
Pay once. Use Liteo forever.
Two hundred seats total. Every remaining seat is $99, once.
Flat price
$99
per seat, one time
Availability
46 sold · 154 remain
- Everything in monthly, forever
- Seats are transferable when your team changes
- All future updates included
- 14 day money back guarantee
Proof
Agencies like yours run their book on Liteo
Renewals stopped surprising us. Every policy carries its date, and the call task shows up ahead of it. We held 3 accounts last quarter that would have lapsed quietly.
Tom Reyes
Principal agent · Reyes Insurance Group
The X-dates used to live in my notebook. Now each one is a dated field on the household, and the follow-up comes back on the day. I haven't remarketed from memory since March.
Carla Jensen
Account manager · Lakeview Agency
I filtered for cross-sell candidates and got 40 monoline households. We rounded out 6 of them in a month, straight off the list.
Devin Marsh
Owner · Marsh & Co. Insurance
Pricing
One price. Everything.
No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.
Annual
Every feature included
Billed $84 per user, once a year.
- Everything in monthly
- $24 saved per user, per year
- 2 months, effectively free
Lifetime · 200 seats
Pay once
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
14 day money back guarantee.
In every plan
All of it, every plan
Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Is this an agency management system?
- No. There are no carrier downloads, no rating, no ACORD forms, and no commission tracking. Liteo keeps the people side sharp: who's in the pipeline, whose renewal is next, which household has a policy elsewhere worth a call. Your AMS and your rater keep their jobs.
- Is there a free CRM for insurance agents?
- Liteo isn't free. It's $9 per user per month with everything included, and free for 14 days so you can load real cases first. Free insurance CRMs usually cap your contacts or hold features back, and a book of business finds the cap fast.
- How long does setup take?
- Your first case can be on the board in a few minutes. There's no onboarding project and nothing to configure before you start. Rename the stages whenever the agency's language changes.
- Can my CSR work from the same board?
- Yes. Add them for $9 a month and they see the same pipeline, households, and renewal list. A renewal can be handed to a teammate, so follow-through doesn't hang on one person being in.
- My book lives in an old AMS export. Can I bring it over?
- Import it. Liteo takes CSV for contacts and businesses, so households come across without retyping. Policies in force load the same way, renewal dates included.
- Can it keep renewals from slipping?
- Every policy carries its renewal date, and the reminder becomes a task before the date hits. Completing it queues the next cycle on its own. The daily email lists what's due, so remarketing season stops being a surprise.
Built for the book
For the agents who call before the renewal
Industries
The offices next door
Get the renewal list out of your head today
Import the book by CSV, set each policy's renewal date, and see the next 90 days line up.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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