We built a tailored CRM platform for an insurance client to manage leads, appointments, client interactions, and agent commissions—all in one streamlined Glide app. The system provides complete visibility from lead capture to revenue tracking.

The platform enabled smarter decision-making, improved agent accountability, and gave the client a real-time view of their entire operations.

The client was receiving leads through social media forms but lacked a structured system to track their journey. Agents needed real-time access to client and product details, and the client needed a centralized way to view performance, earnings, and payouts.

We developed a powerful no-code CRM that included:

Automatic Lead Capture via Make from social forms

End-to-End Flow from Lead → Appointment → Client

Dynamic Agent Views showing client details and commission potential

Automated Commission Calculations for agents and admin

Interactive Dashboard to stay updated on every aspect of the business—track statuses, agents, regions, and carriers effortlessly, every single day.

The app empowered the client to track every stage, optimize team performance, and stay in full control of their business.