The CRM Built for
Insurance Agencies
Manage your entire team's pipeline, commissions, and compliance from one dashboard. Recruit agents. Track downlines. White-label for your brand. Built for agency owners, IMOs, and FMOs.
50+
States tracked
Unlimited
Agent seats (Enterprise)
Multi-level
Commission hierarchy
Full
White-label support
Agency tools built into every plan
Team performance dashboard
See every agent's pipeline, dials, submitted applications, and issued policies in one view. Filter by product line, date range, or agent.
Agent recruiting pipeline
Track prospective agents from first contact through contracting and training. Automated follow-up handles the onboarding paperwork.
Multi-level commission tracking
FYC, overrides, and bonus commissions tracked across your entire downline. Each agent sees only their relevant data — you see everything.
Team license compliance
Track every agent's license status, CE credits, and carrier appointments across all states. Compliance alerts go to agent AND admin.
White-label branding
Agency and Enterprise plans include your custom domain, logo, and brand colors. Agents see your brand when they log in — not ours.
Role-based access controls
Agents see only their own clients. Team leads see their downline. Admins see everything. Permissions work exactly how an agency needs.
Agency CRM questions
Can I see my entire team's pipeline in one view?
Yes. SonicCRM's agency dashboard shows every agent's pipeline, activity, and production in a single view. Filter by agent, product line, or date range. Drill into any deal with one click.
Does SonicCRM support multi-level commission hierarchies?
Yes. SonicCRM tracks FYC, overrides, and bonus commissions across multiple agent levels — your agents, their sub-agents, and your own override structure. Each level sees only their relevant commission data.
Can I recruit agents inside SonicCRM?
Yes. SonicCRM includes a recruiting pipeline separate from the client pipeline. Track prospective agents from first contact through contracting and training. Automated onboarding sequences handle the paperwork follow-up.
Does SonicCRM have white-label options for agencies?
Yes. Agency and Enterprise plans include full white-labeling. Add your agency's domain, logo, and brand colors. Each agent on your team logs in under your brand — not ours.
How does SonicCRM handle agent license tracking for a whole team?
SonicCRM tracks license status, CE credits, and carrier appointments for every agent on your team across all 50 states. Compliance alerts go to both the agent and the agency admin, so nothing expires without someone knowing.
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