A CRM for insurance agents with a book to protect.
Every case from first call to bound on one board. Every policy in the book with its renewal date attached, and the X-dates worth a call.
One CRM for insurance agents,
from the quote to the renewal.
Capture the lead
A quote request at 9pm lands as a lead, tagged and assigned to a producer before you're back at the desk.
Contacts
1 new from your website
Renee Whitfield
Whitfield household
Jon Alvarez
D. Okafor
Dana Okonjo
Maya Castillo
Ellis Bram
Yun's Kitchen
Nora Patel
The Whitfields
Send the proposal
Auto, homeowners, umbrella, the BOP down the street. Pick the lines and send it. The sent version locks, with the number good for 30 days.
Quote Q-1042
Delta Sign Co.
Air purifier, 150 m²
One per bay, supplied and installed
HEPA filter, 150 m²
Spare set
Install and commissioning
2 people on site
Air quality monitor
One per floor
Record the policy
Log the policy on the household with its effective date and its next renewal. Nobody opens a file to answer a service question.
Installed products
4 products at 4 sites
Auto, 2 vehicles
Nguyen household
Homeowners
Holland household
Term life, 20 yr
S. Adeyemi
BOP, small commercial
Cedarline Print Co.
Call before the date
The renewal task lands on a producer's list before the date. Overdue turns red. The lapse stops being news from the carrier.
Tasks
Today · 1 of 3 done
Follow up on the Yun's Kitchen proposal
BOP + commercial auto · $18,400
Call Maya Castillo with the term options
Term life, $500k
Renewal review with the Hollands
2:30pm · Homeowners
Send the certificate to Verde Grounds
Verde Grounds Co. · Bound Mar 2
Households, businesses,
leads and customers.
Contacts
5 people · search by name
Renee Whitfield
Primary insured · Whitfield household
Jon Alvarez
Owner · D. Okafor
Dana Okonjo
Office manager · Maya Castillo
Ellis Bram
Purchasing · Yun's Kitchen
Nora Patel
Site contact · The Whitfields
Households, businesses,
leads and customers.
Every insured you write, with their phone, their lines in force, and the notes from the last renewal call. Search by name and you are there. See how contacts and businesses work.
Every insured you write, with their phone, their lines in force, and the notes from the last renewal call. Search by name and you are there. See how contacts and businesses work.
The commercial account behind the BOP. Locations, open cases, every policy on the account, and each contact who works there, on one page.
The prospect who asked for a quote review is a lead until the first policy binds. Then it is a customer. Same record, no re-entry.
Cases and pipelines.
Sales pipeline
6 open · $60,800 · drag a deal to move it
Auto + home bundle
D. Okafor
Term life, $500k
Maya Castillo
BOP + commercial auto
Yun's Kitchen
Home + umbrella remarket
The Whitfields
Workers comp, 12 employees
Ferris Fabrication
Landscaper GL + equipment
Verde Grounds Co.
Cases and pipelines.
Every open case with its annual premium, its stage, and the next follow-up. Drag it forward as it moves. Mark it bound and the household updates itself.
Every open case with its annual premium, its stage, and the next follow-up. Drag it forward as it moves. Mark it bound and the household updates itself.
Personal lines, commercial, life. One pipeline per book, each with its own stages and its own board. See how deals and pipelines work.
New lead, quoting, proposal, underwriting, bound. Rename, reorder, add or remove stages until the board reads like your agency.
Pick the coverage from the catalog.
Send it as a proposal.
Auto, homeowners, umbrella, and the commercial package are saved once. Add them to a case while the dec pages are open, and the totals and tax do themselves.
Products & services
6 items · with prices and units
Air purifier, 150 m²
product · One per bay, supplied and installed
HEPA filter, 150 m²
consumable · Spare set
Install and commissioning
service · 2 people on site
Air quality monitor
product · One per floor
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Delta Sign Co. · Unit 4, Showroom and offices
Value
$12,300
Owner
MK
Follow-up
May 6
Line items · from the catalog
Air purifier, 150 m²
10 × $890
HEPA filter, 150 m²
10 × $120
Install and commissioning
1 × $1,600
Air quality monitor
4 × $150
Northgate Insurance
hello@fieldservices.co
Quote
Q-1042
Prepared for
Delta Sign Co.
Unit 4, Showroom and offices
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Air purifier, 150 m² One per bay, supplied and installed | 10 | $8,900 |
HEPA filter, 150 m² Spare set | 10 | $1,200 |
Install and commissioning 2 people on site | 1 | $1,600 |
Air quality monitor One per floor | 4 | $600 |
Price good 30 days · Thank you for your business.
Policies in force and renewals.
Installed products
4 products at 4 sites
Auto, 2 vehicles
Nguyen household
Homeowners
Holland household
Term life, 20 yr
S. Adeyemi
BOP, small commercial
Cedarline Print Co.
Policies in force and renewals.
Log the policy you bound, on which household, and when. Line, carrier, and effective date stay on the record with the renewal history. See how installations and service work.
Log the policy you bound, on which household, and when. Line, carrier, and effective date stay on the record with the renewal history. See how installations and service work.
Renewal dates raise a task on their own. Overdue, today, this week. The X-date stops living on a legal pad from March.
Auto every 6 months, homeowners every year. Set the cycle once and Liteo opens the next renewal every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Whitfield Friday 9am about the umbrella" becomes a reminder on the Whitfield record, with the date already set.
Type it the way you'd say it. "Call Whitfield Friday 9am about the umbrella" becomes a reminder on the Whitfield record, with the date already set.
One list for the day, with a producer on every line. Tick off the certificate and the household keeps the trace. See how reminders, tasks and notes work.
What the client said about the teenage driver, logged on the contact in the order it happened. Whoever answers on Friday knows what Monday knew.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the businesses next door.
Every trade you write gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put the whole book on one CRM for insurance agents.
Import the households by CSV, set each policy's renewal date, and see the next 90 days line up.
- 14 days free
- No card
- Cancel anytime