The CRM of choice for insurance brokers and intermediaries

Sage Sales Management is the ideal CRM for direct sales in the insurance industry. Explore the features that will allow your agents to focus on closing opportunities and increase policy sales by 25% in the first two months.

“Our sales team’s scarcest resource is time. With Sage Sales Management we’ve been able to increase our client interactions thanks to the ease of use of the application".

Leo Martínez

Sales & Marketing Director of Mutuacat

How Sage Sales Management helps insurance brokers and intermediaries increase sales

Other popular features

Automatic reminders

Automatic reminders of policy expirations. Stay ahead of your competitors.

Effective lead distribution

Automate the distribution of leads between agencies with artificial intelligence

Launch sales campaigns

Launch a new product, offer discounts or cross-sell with Sales Campaigns.

Dashboard mobile version with policy expiration reminder.
Sage Sales Management business analysis dashboard with multiple widgets
Sales Campaigns screen for the brokers industry.

+1.600 clients all over the world

Sage Sales Management is the #1 sales CRM in the market. Here are some of our customers.