Every feature a broker actually needs

No bloatware. No generic CRM features. Every capability in Axion Insure CRM exists because a regulated insurance broker requires it.

Core CRM

Complete Client Lifecycle Management

Manage every entity in the insurance distribution chain with full CRUD operations, role-based access, and audit trails.

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Lead Management

  • Multi-channel lead capture (web, email, referral, webhook)
  • BANT qualification scoring
  • Jurisdiction-aware routing (IE/GB/EU)
  • Automatic XSS/injection sanitisation
  • UTM tracking for marketing attribution
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Client Accounts

  • Company and individual client profiles
  • CRO/Companies House verified company data
  • Multi-contact management with role tagging
  • KYC/AML compliance status tracking
  • SharePoint document linking
♦

Opportunities & Pipeline

  • Visual Kanban pipeline board
  • Stage-gated progression with compliance blocks
  • Probability-weighted pipeline value
  • Multi-insurer quote comparison
  • Automated opportunity-to-policy conversion
◆

Policy Management

  • Full policy lifecycle tracking
  • Coverage details with limits and deductibles
  • Commission tracking and calculation
  • Linked claims and renewal cycles
  • Endorsement and mid-term adjustment logging
⚠

Claims Handling

  • Claim notification and tracking
  • Loss adjuster assignment
  • Reserve and settlement tracking
  • Claim-to-policy linking
  • Status progression with audit trail
▶

Renewals Engine

  • Automated renewal cycle creation from policies
  • Days-to-expiry tracking with priority alerts
  • Retention probability scoring
  • Renewal forecast by month
  • At-risk renewal identification
Workflows

Regulated Distribution Workflows

Structured, auditable workflows that embed regulatory requirements directly into the broker's daily process.

⚖

Lead to Opportunity (L2O)

10-step workflow: Lead Capture → Qualification → Validate Prospect → Compliance Check → Meeting Setup → Pitched → TOBA & Onboarding → Quote & Submit → Negotiation → Close.

  • Compliance check is a blocker stage
  • CRO company verification at any stage
  • Manager approval workflow
  • Account manager assignment
✓

Opportunity to Policy (O2P)

Convert qualified opportunities into bound policies with automatic client creation, quote selection, and renewal cycle generation.

  • Auto-selects highest value quote
  • Creates policy and renewal in single transaction
  • Guardrail validation prevents data loss
  • Commission calculation at bind
⚠

Compliance Screening

One-click sanctions and compliance screening integrated directly into the L2O workflow, not bolted on as a separate system.

  • International sanctions, PEP, and watchlist databases
  • Irish CRO company verification
  • UK Companies House lookup
  • Results auto-fill compliance check fields
Integrations

Native Microsoft 365 Integration

Axion Insure CRM lives inside your Microsoft ecosystem, not alongside it.

✉

Outlook Email

  • Full Outlook-style email interface within CRM
  • Microsoft Graph sync for real inbox/sent/folders
  • CRM Actions from email (Create Lead, Link to Client, Log Activity)
  • Email threading and conversation view
  • 10 pre-built insurance email templates
  • CodeTwo email signature integration
☃

Calendar & Scheduling

  • Day/Week/Month views
  • Microsoft Graph calendar sync
  • Event types for insurance workflows (meetings, renewals, reviews)
  • Meeting time finder with attendee availability
⚡

SharePoint & OneDrive

  • SharePoint document management
  • OneDrive, Exchange, Dropbox, Sync connectors
  • Document-CRM entity linking
  • GDPR-compliant document storage (EU data boundary)
Analytics

Broker Performance Intelligence

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5 Report Types

  • Producer Performance — per-broker metrics
  • Commission Breakdown — by type, client, broker, month
  • Loss Ratio Analysis — claims vs premium
  • Renewal Forecast — monthly pipeline with retention
  • Client Profitability — grades A through F
■

Real-Time Dashboard

  • Pipeline value and open opportunities
  • Win rate and closed-won tracking
  • Active policies and client counts
  • Lead conversion funnel
  • System performance monitoring
■

Compliance Dashboard

  • 47-item regulatory checklist with progress tracking
  • 80-term insurance glossary
  • Data Compliance tab showing GDPR status
  • Board-level compliance reporting
  • DSAR and erasure request management
Security

Enterprise-Grade Security

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Access Control

  • 6 role levels (Super User to Viewer)
  • 20 granular permissions across 5 categories
  • Microsoft Single Sign-On
  • Token-based authentication
  • Account lockout after 5 failed attempts
  • 30-minute session timeout
■

Data Protection

  • Encryption at rest
  • Encryption in transit
  • EU data residency (EU)
  • Security headers (HSTS, CSP, X-Frame-Options)
  • XSS and NoSQL injection prevention
  • Rate limiting on all operations
■

Audit & Compliance

  • Tamper-proof audit trail on all records
  • Ownership tracking and transfer workflows
  • GDPR data subject rights (access, erasure, portability)
  • Record of Processing Activities (ROPA)
  • Comprehensive automated test suite

See it in action

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