Ballast CRMBook of business

Subscribe to Ballast CRM

One plan with everything in it, for an independent agency that sells home, auto, and the policies around them. Here is what you get.

Start your subscription

At least 8 characters. You'll sign in with your email and this password.

Payment is handled on Stripe's secure page; your card never touches this site. Cancel any time. Your data stays yours. Have a discount code? You can enter it on the payment page.

Everything included

Every morning

  • Today: tasks due, quote follow-ups, renewals, birthdays
  • Book premium, open quotes, and commissions owed at a glance
  • Tasks by overdue, today, upcoming, and done

Households

  • Members, drivers, vehicles, and properties
  • Policies, quotes, claims, and an activity log
  • Coverage-gap check with one-click Start quote
  • Encrypted dec pages and ID cards
  • Tags, lead source, and referrals

Quotes and renewals

  • Pipeline from Lead to Sold or Lost, with reasons
  • X-dates and follow-up reminders
  • Renewals 30 to 120 days out, overdue included
  • Premium history and alerts when a renewal jumps
  • Win-back list of lost and former clients

Money

  • Commissions owed, coming due, and received
  • Carrier statement reconciliation and short-pay tracking
  • Rates by carrier and line, new and renewal
  • Production by month, line, carrier, and producer
  • Retention and lead-source reports

Your agency

  • Users with owner, agent, and view-only roles
  • Email templates that fill in client details
  • Spreadsheet import with duplicate checks; CSV export
  • Command search and keyboard shortcuts
  • Works on a phone, light or dark
  • An assistant that answers questions about your book, drafts emails, sets reminders, and fills in a household from pasted notes

Security

  • Encrypted database, per agency
  • Two-factor sign-in and idle lock
  • Refuses SSNs, license, and card numbers
  • Nightly encrypted backups; download your own
  • Audit log and a 30-day trash

What happens next

  1. Pay on the secure payment pageYou enter your card there, not here. This site never sees it.
  2. Your private workspace is createdYour agency gets its own encrypted database, separate from every other agency.
  3. You're signed inYou land on Today, ready to add households or import a spreadsheet.

Cancel any time. Your data stays yours: if you stop paying, the workspace turns read-only, and you can still open every record and export everything.