For insurance-agents
A personal CRM for insurance agents — policies renew automatically; relationships don't.
The client's son turns 18 and needs his first car insurance. The couple who just built their house. The widow whose claim you fought through. Endearist keeps the life events that are your real business — on your device, not in a carrier's system.
Every life event is a coverage event — if you hear about it
The kid turning 18, the wedding, the new house, the first child, the leap into self-employment — each one changes what a household needs. Your administration software knows the policies; it doesn't know the kid's birthday. Endearist does: log it once at the kitchen-table appointment, set the reminder for his eighteenth, and you're the agent who calls a month before the comparison portals find him.
After the claim is when loyalty is made
The water damage, the totaled car, the disability claim you escalated twice — these are the weeks a client decides whether you're an agent or their agent. Endearist's relationship journal keeps the story: what happened, what you fought for, how it ended. Following up three months later — "is the kitchen finally finished?" — is what turns a settled claim into a client for life.
Your relationships, independent of any carrier
Carrier portals, broker pools, administration software — each one holds a copy of your client data on its own terms. The personal layer shouldn't live there: what a client confided about his health worries or her divorce belongs to the relationship, not to a platform. Endearist is local-first; the notes stay on your own device, and the Markdown export means no system migration ever holds them hostage.
Referrals from the kitchen table
The client who sent you three neighbors after the hailstorm did more for your business than any purchased lead ever will. Endearist tracks who referred whom, so the thank-you actually happens — and the cadence reminders keep you present with the multipliers: the sports-club treasurer, the master craftswoman whose apprentices all need liability coverage at eighteen. Referral networks are tended, not lucked into.
Decades-long clients deserve more than the annual letter
An insurance relationship can outlast three of the client's cars and two of their addresses. What erodes it is silence between renewals. Endearist gives every household its own cadence — a spring call for the family with the camper van, a note before winter for the client with the rental flats — and the warmth score shows which long-standing clients have quietly become strangers.
More roles