About Us

Insurance is not just what we build tools for, it's what we use every single day in our own Farmers insurance agency in Texas. We believe these tools fuel our success.

Our Growth Strategy

Epic Team Members & Tech

With scaling up your agency comes a lot of growing pains. Having a simple to understand system in place for them is key to their success. The Bortz Agency has continuously fine-tuned their operations to lead them to becoming one of the fastest growing Farmers agencies in the entire company's history.

Our Growth Strategy

Epic Team Members & Tech

With scaling up your agency comes a lot of growing pains. Having a simple to understand system in place for them is key to their success. The Bortz Agency has continuously fine-tuned their operations to lead them to becoming one of the fastest growing Farmers agencies in the entire company's history.

Our Growth Strategy

Epic Team Members & Tech

With scaling up your agency comes a lot of growing pains. Having a simple to understand system in place for them is key to their success. The Bortz Agency has continuously fine-tuned their operations to lead them to becoming one of the fastest growing Farmers agencies in the entire company's history.

GET THEIR TECH STACK

Our Growth Strategy

Epic Team Members & Tech

With scaling up your agency comes a lot of growing pains. Having a simple to understand system in place for them is key to their success. The Bortz Agency has continuously fine-tuned their operations to lead them to becoming one of the fastest growing Farmers agencies in the entire company's history.

Our Growth Strategy

Epic Team Members & Tech

With scaling up your agency comes a lot of growing pains. Having a simple to understand system in place for them is key to their success. The Bortz Agency has continuously fine-tuned their operations to lead them to becoming one of the fastest growing Farmers agencies in the entire company's history.

Powerful Analysis

Make informed decisions with real-time analytics

You own your CRM data in a HIPAA-compliant environment, stored in your agency's exclusive database in a secure cloud infrastructure. The best part is that it's real-time! Any change in your CRM's underlying data immediately gets synced into your cloud database. We are a CRM does not hold your data hostage. Gain direct access to your own agency's CRM database.

⇨ Custom Compensation Plan Calculator for Producers in Real-Time

⇨ Simplify Complex Data With Intuitive Tools Designed For Growth

⇨ Generate Detailed Reports To Share Insights & Progress with Your Team

Testimonials

Smart Solutions. Real Results.

Let’s Talk Success.

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Since switching to this CRM, our client communication and internal processes have dramatically improved. The platform is intuitive, efficient, and the support team truly understands what businesses need.

Brooklyn Simmons

Operations Manager

@brooksim1

FAQS

Frequently Asked Questions

Have More Questions

Can I integrate your CRM with other tools I’m already using?

Yes, our CRM supports seamless integration with popular tools like email marketing platforms, calendars, accounting software, and third-party APIs.

Is your CRM suitable for small businesses?

Definitely. Our flexible plans and scalable features make it a perfect fit for startups, small businesses, and growing enterprises alike.

Do you offer a mobile app?

Yes, our CRM comes with a fully functional mobile app for iOS and Android, so you can manage your business on the go.

Is training or onboarding support provided?

Yes, with an onboarding call and follow-up communications, we can show you how to effectively get the most out of our software.

What features does your platform offer?

Our platform includes real-time dashboards, client interaction tracking, automated workflows, task scheduling, appointments booking, and advanced analytics tools.

How do I get started with your service?

Simply sign up through our website, choose your plan, and follow the setup guide. Our onboarding team will schedule a Zoom call with you to assist you with onboarding and show you how to make the most of our tools.