Ballast CRMBook of business

The book of business for an independent insurance agency

Ballast CRM keeps your households, quotes, renewals, and commissions in one place, and starts each morning with a list of who to call. Built for agencies that sell home and auto.

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The Today screen: totals for clients, annual book premium, commissions owed, open quotes and renewals, then panels for tasks due, quote follow-ups, renewals in the next 30 days, and client birthdays.
Today: tasks due, quotes waiting on a follow-up, renewals in the next 30 days, and client birthdays, every morning.

Your whole book, one search away

Every household with its status, contact details, policy count, annual premium, and next renewal. Search by name, phone, email, city, or any member, or press Ctrl-K from anywhere.

  • Clients, prospects, and former clients, with your own tags
  • Import from a spreadsheet, with duplicates caught before they land
  • Export to CSV whenever you like
The Households list: each household with its status, phone and email, number of policies, annual premium, and next renewal date.

Every household on one page, with the gaps in plain view

Members, drivers, vehicles, properties, policies, quotes, claims, documents, and every call and note sit together. The coverage-gap check flags what a household doesn't carry with you yet, like an umbrella over auto and home, and starts the quote in one click.

  • Tags, lead source, and who referred them
  • Dec pages and ID cards stored encrypted with the household
  • Email templates that fill in names, lines, and renewal dates
A household's page showing vehicles, a property, claims, the activity log, and a Coverage gaps panel listing Umbrella and Life, each with a Start quote button.

A quote pipeline you can see at a glance

Quotes move from Lead to Contacted, Quoting, and Quoted, then Sold or Lost with a reason. Drag a card to change its stage. Each card shows the line, the current carrier, the X-date, and when to follow up.

  • Filter by line of business or lead source
  • Marking a quote Sold creates the policy
  • Quotes with no follow-up in 14 days are marked as stalled
The Pipeline board with columns for Lead, Contacted, Quoting and Quoted, each card showing a household, line of business, current carrier, X-date and follow-up date.

Renewals before they slip

See every active policy expiring in the next 30, 60, 90, or 120 days, overdue ones included, with the term and annual premium totaled. Mark it Renewed and the policy rolls into its next term and adds the renewal commission.

  • Premium history per policy, with a flag when a renewal jumps
  • Cancel with a date and reason; the household becomes a former client when its last policy ends
The Renewals list for the next 90 days: seven policies with household, line, carrier, expiration date, term and annual premium, and a Renewed button on each row.

Know what each carrier owes you

Commission lines are created as you write and renew business. Ballast CRM shows what's owed now, what's coming due on installment plans, what you've received, and where a carrier paid short.

  • Reconcile a carrier statement line by line
  • Rates by carrier and line, new and renewal
  • Production by month, line, carrier, and producer
The Commissions screen: amounts owed now, coming due, received this year, and short pays, then commission lines grouped by carrier with a Reconcile statement button for each.

Your clients' information, kept the way it should be

An agency's book is personal information about real families. Ballast CRM is built to protect it, and the app explains every protection in plain English on its own Security page.

  • Encrypted database

    Your whole book is one encrypted database file. A stolen copy of the file is unreadable.

  • Two-factor sign-in

    Use an authenticator app or a code sent by email, with backup codes for a lost phone.

  • Idle lock

    Step away and the screen locks itself. Your password opens it again.

  • No SSNs or card numbers

    Social Security, driver's license, and bank or card numbers are refused when you save and blanked when you import.

  • Nightly encrypted backups

    A copy is taken every night and kept for 14 days. You can also download a backup sealed with your own passphrase.

  • 30-day trash

    Deleted households, policies, quotes, tasks, claims, and documents can be restored for 30 days.

The Security and privacy page in the app, showing the account's two-factor status, auto-lock time, role, and password status, and the start of the plain-English explanation of how data is protected.

One plan, two ways to pay

Every feature, for your whole agency. Pay by the month, or by the year and get two months free.

Monthly
$50per month

Billed every month. Cancel any time.

Choose monthly
Annual2 months free
$500per year

Works out to $41.67 a month.

Choose annual

If you stop paying, your workspace becomes read-only. You can still open every record and export everything.

Set up your agency's workspace

Subscribe, pay on the secure payment page, and you're signed in to your own private workspace.

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