Rillo CRM · Insurance
Every client. Every quote. Every renewal.
Every client, what they carry and when it renews, one record.
- From $49 a seat
- 30 days free, no card
- Try it
Built this morning from what's overdue and gone quiet.
A preset changes the words, the stages and the tools. The records stay.
Good morning, Derek
Today
Hi Derek. You have 7 open, 5 have gone quiet, 2 follow-ups are due today. Want the list?
Helpful · Off the markGot it. Here's what I wrote, waiting on your yes:
Prospects
128 active
| Name | Company | Last touch | Next | |
|---|---|---|---|---|
| Martin Christianson | Martin's Burgers | Today | Mon 9:00 | Renewal |
| Peggy Jaimes | Jaimes Concrete | 3 days | Today 11:30 | Active |
| Crystal Gorman | Crystal's Feed & Supply | 22 days | Today 2:00 | Gone quiet |
| Sandra Roque | Roque Diner | 8 days | Fri | Quoted |
| Laura Kaur | Laura's Pool Service | 41 days | · | Stale |
Trips
Talk to Rillo as you spend. It writes the report.
Search
People, companies, notes, quotes, receipts, calls. One box.
Call queue
Built this morning from what's overdue and gone quiet.
Longest quiet first, then quotes about to expire, then the callbacks you promised.
Rebuilt every morning from your records.Capture
Photo it, it's a record. Works offline. 4 kinds in this preset.
Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.
Dec page, policy or ID card
A declarations page, a current policy from another carrier, a driver license or an insurance ID card.
Business card
A client, lender, adjuster or referral partner card.
Client meeting receipt
A receipt from a client visit or a referral lunch.
Handwritten note
Coverage notes from a kitchen-table meeting or a call sheet.
Coach
Scored debriefs, and what to say next time.
Pipeline
Toolkit
What this preset carries. Layout lets you move it.
Rillo Phone
Your number, every call logged.
Nine watchers
Renewals, silence, permits, hires.
Inbox
Email in, per department.
What you stock
Units and parts, and what is due.
Careers page
Post, applicants, hire.
Documents
Quotes, contracts, signed.
Four kinds of capture
Card, receipt or page in.
Trips and expenses
Say the spend, it files.
Playbook
What to say next time.
Settings
Company, team, billing, connectors.
A live demo. The laptop and the phone are one book.
You said Martin's Burgers renews on the 30th and is adding two new hires. Requote it by Monday at nine.
- Client
- Martin's Burgers
- Renewal
- On the 30th
- Change
- Adding two new hires
- Next step
- Requote
Filed by Rillo. Nothing typed.
Requote due for Martin's Burgers Monday, 9:00 AM
Renews on the 30th. The two new hires are on the draft quote.
Talk to it
Talk after the call. The record writes itself.
Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.
What it does for insurance
Coverage under every client
What they carry, with whom, and when it renews. The household or the business is the record.
Instead of the carrier portals, the shoeboxRenewal and review list
Renewals coming due, quotes waiting on an answer, clients who have not been reviewed. Every morning.
Instead of the calendar remindersThe review, written for you
Say what the client wants to change after the meeting. The note and the carrier follow-up are drafted.
Instead of the evening notesThe rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:
Three people use it. Same book, three views.
The agent talks, the agency manager sees the week, the agency owner sees the money in insurance. Nobody enters anything twice.
Today's reviews, what the client carries, the follow-up drafted.
Every renewal, every open quote, who owns the call.
Retention and premium by producer, renewals at risk.
What Rillo holds for insurance
What each preset starts a workspace with.
Insurance
Calls the people clients and each piece of work a policy.
Stages, fields and outcomes
- Pipeline
- NewContactedCoverage reviewQuotedBoundRenewal
- Each client carries
- Line of business, Current carrier, Current policy expires, Coverage they asked about
- Each policy carries
- Line of business, Carrier, Policy number, Annual premium, Effective date, Renewal date
- A deal ends because
- Bound, Stayed with current carrier, Price, Not eligible, Lapsed, Timing
Group Benefits
Calls the people clients and each piece of work an enrollment.
Stages, fields and outcomes
- Pipeline
- NewContactedNeeds AnalysisQuotedEnrolledRenewal
- Each client carries
- Group size, Plan type, Current carrier, Renewal month, Coverage need
- Each enrollment carries
- Plan type, Carrier, Group size, Renewal month
- A deal ends because
- Enrolled, Stayed with current, Price, Not eligible, Timing
What Coach starts from
Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.
Who you sell to
Individual or household, Business owner (commercial lines), Office manager, Property manager or landlord.
How a sale runs
Lead, contacted, quoted, bound, renewal. The coverage review is the sale; the renewal is the relationship. Typically 7 to 45 days.
What to ask first
- What are you covering today, with whom, and what do you pay?
- What changed: a hire, a vehicle, a claim, a renewal notice?
- What would a bad day look like, and what would you want to happen?
- When does the current policy renew?
What you will hear, and where to steer it
- I am happy with my current carrier. Ask when they last compared and what the renewal did; offer a no-obligation quote at renewal time and note the date.
- Your premium is higher. Compare coverage and deductibles line by line; a cheaper policy with a gap is not cheaper.
- I do not need that coverage. Walk one scenario with their numbers; never scare, quantify.
- Let me shop around. Give them the comparison sheet so they shop on the same terms.
How price comes up
Premium by coverage and deductible; commissions from the carrier.
How to follow up
Quote follow-up at three days; renewal outreach sixty days before every renewal date; a claim check-in the week after any claim.
The calendar
Auto and home renewals spread across the year; commercial renewals cluster at January 1; storm season brings claims and shopping.
Next to what you use now.
Their prices, from their own pages.
| Starts at | Free to try | AI | |
|---|---|---|---|
| Rillo | $49 a seat a month, or $39 billed yearly | 30 days free, no card | In every seat, no credits |
| HubSpot | Free for 2 users. Professional $90 a seat billed yearly, plus $1,500 onboarding | Free plan, no card | Credits: $9.00 per 1,000, billed yearly |
| Badger Maps | Business $58 a user, billed yearly | 14 days free | AI features listed on Business |
Checked on 3 October 2026. Every comparison, including where they are better.