Bindloops CRM
Three pipelines. One agent dashboard. Zero spreadsheets.
The other CRMs were built for SaaS sales teams selling subscriptions. Bindloops CRM was built for licensed life and annuities producers (health coming soon) selling regulated policies. Different rules, different stages, different conversation. We respect that.
Contacted
Quoted
Won
The deal moves stage by stage until it closes. No spreadsheets.
Built right, not built fast.
Per-product pipelines, one view
Life and Annuities run in parallel today (Health coming soon), not stuffed into a single generic kanban. Semantic-color stages, drag-and-drop, and each pipeline with its own scoring rules and renewal timing.
Hybrid lead scoring
12 preset rules out of the box (email opened, call answered, form submitted, deal moved), plus a custom rule editor. Score decays at 10% per 30 inactive days.
Activity timeline that explains
Calls, emails, WhatsApp, SMS, form submissions, score changes: all in chronological order on the contact card. No more "who called who when".
Renewals tracker built-in
Policies expiring in 7d / 30d / 90d are surfaced automatically. Set reminders, see commission impact, and never miss a renewal.
Compass integration native
Every contact can be invited to the debt-freedom app. Their progress feeds back as warm signals, so you know exactly when they're ready to talk life insurance.
TCPA consent, tracked per contact
Consent status lives on the contact card and gates every SMS and call automation. Opt-outs suppress automatically. The audit trail is there when a regulator asks.
What changes for you on day one.
Excel sheet with 200 contacts. Forget who you called. Renewals miss. Score by gut feeling.
All 200 contacts imported via CSV in 2 minutes. Lead scoring runs automatically. Renewal alerts 90 days out.
Producers fight over leads. Manager has no visibility. Compliance hates the audit log.
Leads auto-assigned by state license + scoring rules. Manager sees pipeline by producer in real time. Audit log meets HIPAA.
Salesforce setup cost $80k and took 6 months. Still custom for nothing in insurance.
White-label your CRM in 1 hour. Onboard a producer in 5 minutes. One predictable monthly plan.
The boring details that compound.
| # | Other tools | Bindloops |
|---|---|---|
| 1 | Salesforce / HubSpot: one pipeline, you bend it to fit insurance stages. Lead scoring is plain-text rules you write yourself. No license tracking. | Three pre-built pipelines for Life / Health / Annuities with default stages and 12 scoring rules out of the box. Licensed states tracked per agent. |
| 2 | Generic CRM + Zapier + 3rd-party renewals tracker + custom HIPAA module = 4 vendors, 4 bills, 4 sources of truth. | One vendor, one bill, one database with row-level security. Renewals, compliance, and Compass are first-class, not add-ons. |
| 3 | Legacy insurance CRMs from the 2000s: they work but look like Outlook 2003. No mobile. No AI. No integrations. | Modern UI (Linear / Notion polish), AI assistant on every call, telephony and WhatsApp built in, not bolted on. |
What you ship with on day 1.
Frequently asked questions
How do I import my contacts?
Bindloops CRM imports up to 10,000 contacts per CSV in a single upload, in a couple of minutes. You map columns to CRM fields and each contact lands with its pipeline, stage, and consent. No manual migration or technical help needed.
How does lead scoring work?
Bindloops lead scoring ships with 12 preset rules (email opened, call answered, form submitted, deal moved) plus an editor for your own rules. The score decays 10% per 30 inactive days, so it always reflects how warm each contact is today.
Does it track state licenses and consent?
Yes. The CRM tracks state licenses and CE credits per agent with expiry alerts, and stores TCPA consent per contact. Consent status gates every SMS and call automation, and the audit log is ready for when a regulator asks.
Ready to close the loop?
1-on-1 onboarding and we help you migrate your current CRM in a day. The first month is charged up front. 30-day guarantee: if it is not for you, we refund everything.