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The CRM built for health insurance brokers
Follow up faster, catch renewals before they slip, and keep your book in one place. White-label CRM, set up so you actually use it.
See what's included below. Built by Everybody Needs a Holly · Login at app.everybodyneedsacrm.com
The CRM built for health insurance brokers
Follow up faster, catch renewals before they slip, and keep your book in one place. White-label CRM, set up so you actually use it.
Built by Everybody Needs a Holly · Login at app.everybodyneedsacrm.com
You're not short on leads. You're short on follow-up.
Quotes sit in inboxes. Renewals sneak up. Missed calls never get a text back. Spreadsheets don't close.
What you get
Speed-to-lead
Missed-call text-back so no lead goes cold, plus SMS + email nurture that runs on its own.
Calendars so prospects book without phone tag.
Two-way texting and email from one inbox, on desktop or your phone.
Pipelines built for brokers
Quotes to booked to written to renewal, so you always know what stage every client is in.
AEP / OEP style campaign templates you can run each season.
Renewal reminders that fire before the date sneaks up on you.
Who it's for
Independent health insurance brokers and small agencies who want one system for marketing and follow-up, not another AMS for policies.
Reputation asks after the win, so your next lead already trusts you.
Your brand on the login: Everybody Needs a CRM, not somebody else's software.
Built by Everybody Needs a Holly. Login at app.everybodyneedsacrm.com.
How it works
Book a demo
About 30 minutes. We look at how leads reach you today.
We load your broker snapshot
Pipelines, calendars, and follow-up built for quotes, booked, written, renewal.
You go live with training
Training is part of going live, so the system actually gets used.
