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Free CRM Audit · Insurance & Mortgage

Know which CRM fits your insurance or brokerage business, what it will cost, and what to do first. In 7 days.

Choosing your first CRM, living with one that never fit, or carrying a failed implementation behind you: the answer starts the same way. Nobody can name the right CRM for your firm without seeing how it works. Not a comparison site, not a vendor, and not us.

So that is where we start. We map how your insurance or mortgage business actually works, find the gaps, and hand you a written report: which CRM, what it will cost, and what to fix first. Yours to keep, whether you work with us or not.

Start with a free audit

7 days · Written report · Free. It begins with one short call to check the fit. No pitch, no obligation.

Insurance and mortgage advisor holding a document folder
We know insurance and mortgage

Sound familiar?

You see the symptoms every day. We know where they come from.

Car cover that sells in minutes and life cover that takes months, squeezed into the same pipeline. Policy renewals sitting in the system as nothing more than end dates, so nobody calls the client until a competitor does. Mortgage prospects who come in for a consultation, then go quiet, and nobody follows up until they have signed with someone else. And high-volume products where your website already does the selling, while the CRM only slows the team down.

Renewals get the leftovers
New business gets the pipeline and the attention. Keeping clients gets a spreadsheet.
Clients leave in silence
A policy renews elsewhere, a consultation never becomes an application, and nobody notices.
Everyone owns the same "insurance CRM"
Specialized systems are built around one country's carriers and lenders. Every competitor has access to the same ones.
The demo never shows the failure
Sales demos answer every question you have. Vendors never show you where the system falls over.

These four repeat in almost every insurance and mortgage firm we meet. What nobody can see from the outside is how they play out in your firm, which ones cost you money, and what to fix first. That is exactly what the audit finds.

Start here

Before you make any decision, do this first

Every pattern above comes from the same root, and it is the reason 77% of CRM projects fail. The software was never the problem. The tool got picked before anyone understood how the firm actually works.

So we sit with you for a few hours and figure out exactly that. How you find clients. How you sell to them. How you deliver on the policy or the loan. How you keep clients coming back, at renewal, at refinancing, or through referrals. Which of those approaches are working, and which quietly leak clients and commission. And what was tried before: if a CRM already failed here once, we want to know why, because most of the time the tool took the blame for a broken approach. We draw it all out as a Customer Journey Map, per product line.

That structured conversation is the CRM Audit, and it is the first step of working with us. Only once that picture exists does any decision make sense: which CRM to implement, whether to rescue the one you have, or whether you need one at all. It is free, and everything we produce is yours to keep whether you go any further or not.

First
Research how your firm actually works
then, and only then
Then
Recommend the best steps for your situation
The deliverable

Here is exactly what you get

A full written report built around your company, not a generic summary.

1

A map of how your firm actually works

Most useful part

A visual Customer Journey Map showing every stage a client moves through, from first contact to the renewal, the refinancing, or the quiet leave nobody notices. Most owners have never seen their business drawn out like this.

2

A CRM recommendation specific to your brokerage

One clear recommendation, with a plain explanation of why that tool fits your process, your team size, and your budget. If more than one could work, we explain the difference.

3

What needs to change before you implement anything

Most vendors skip this

Sometimes a process needs fixing before software can help. We tell you exactly what those things are and in what order to tackle them.

4

A clear, itemised estimate of what implementation would cost

Usable with us or any other vendor you like. It is yours. No invoice attached, no pressure to proceed.

5

A referral if we are not the right fit

If the audit shows we are not the best people to help you, we say so directly and point you to someone in our network who is. We would rather lose the project than do it badly.

Yours to keep No cost No obligation
How it works

From first message to written report in about a week

The first step of working together is the audit, and it is free. Here is how you get to it.

1

Tell us about your company

about a minute

A couple of questions on size, what you sell, and where the process hurts. Decides fit before anyone's time goes in.

2

A fit call

30–45 minutes

A conversation about what you sell, how deals move through your firm, and what has been tried before. By the end, we both know whether the audit is worth your time. If it is not, we say so on the call.

3

We run the audit and deliver your report

3–4 hours + 5–7 days

A working session, usually remote, where we map your business process together. Within 5 to 7 business days, you receive your full written report. That is it.

Case Studies

Our work, proven results

View all case studies →
Fair question

Surely there is a catch?

There is no catch. A few of the firms that go through the audit decide to have us implement it. That is where we make our money.

We have found this works better than any sales call. Instead of telling you we are good at this, we show you. You walk away with a real deliverable that took real expertise to produce, and you keep it whether you go further or not. No invoice, no chasing, no pressure.

The only thing we ask: show up ready to talk openly about how your firm actually works.

Fit

This is not for everyone

A good fit if you
Run an insurance brokerage, agency, or mortgage firm
Have two or more people selling or looking after clients
Are choosing a first CRM, or living with one that never fit how you sell
Do more than roughly €1M / $1M a year
Are ready to talk openly about how your firm really works, including what you wish worked better

Never touched a CRM? Good. Figuring that out is our job, not yours.

Not a fit if you
Run solo with no plan to add people
Want a tool switched on with no change to how you work
Only want technical setup work done, with every decision already made and no interest in how the CRM fits your business
A message from Jeff

Dear visitor,

Many insurance and mortgage firms contact me after a CRM implementation that did not work out. The software handled new sales well enough, but the business also depends on renewals, refinancing, and referrals, and the software did not solve that side at all. In the end the team went back to spreadsheets.

I know what it costs when nobody can see what is really happening in a business. Before Muncly, I watched our family business go under for exactly that reason. That experience shaped how I work: I treat a CRM as a decision about revenue and client retention first, and as software second.

I work directly with owners, without account managers in between. I also do not resell any platform. When I recommend Pipedrive, Attio, or Salesforce, the recommendation is based on your size and your sales process, and my fee is the same in every case.

The first step is a free audit. I study how your company sells, then send you a clear written report: what to fix, and which CRM fits. It costs nothing, and the report is yours whether we continue working together or not.

Jeff Tilley Founder of Muncly
Jeff Tilley reviewing a policy document at his desk
Jeff, at work

This is not my actual photo, I played with AI to put me at a desk reviewing a policy document. But isn't it cool how far this AI technology has come?

What clients say

In their own words.

“

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov
Aleksey Lyutikov CEO · Meccanica Middle East
LinkedIn Case study
“

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs
Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes
LinkedIn Case study
“

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs
Andris Zigurs Business Development Executive · Vervo
LinkedIn Case study
“

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale
Julian Ciccale Co-founder · Nextlane
LinkedIn
“

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora
Tushar Hora Global Technology Partnerships · Salesforce
LinkedIn
FAQ

Frequently asked questions

There is no catch. You pay nothing and owe nothing. Some of the firms that go through the audit later hire us for the implementation, and that is how we earn. If you decide to stop after the audit, you keep the full report.

A 30 to 45 minute conversation about your company: what you sell, how your sales process works today, and what you want to improve. By the end, both sides know whether the audit makes sense. If it does not, we say so on the call.

It depends on what you sell more than on how big you are. For high-volume standardized products, like car or health cover, the website does the selling and a CRM adds little. For rare, complex risks that take months to underwrite, a phone and a shared folder work better than any system. Between those two extremes, where a sale takes weeks and each agent handles twenty to a hundred prospects at a time, a CRM makes a real difference. Mortgages sit in that middle range too: a long sales process, and repeat business years later that only happens if the system remembers the client. The audit tells you where each of your products falls.

Often a fix costs less than a rebuild. The audit answers this directly: what can stay, what needs to change, and what the fix would take, before you commit to either path.

Pipedrive, Bigin, Salesforce, and Attio cover most firms at most sizes, which is why they come up most often. If your situation calls for something else, we say so, even when it means recommending a platform we do not get paid to implement. Two we do not recommend: Zoho and Microsoft Dynamics. Both look complete in the feature list and cost months of workarounds in practice.

Maybe. Most of them are built around one country's regulations, carriers, and lenders, and that logic is fixed in the software, out of reach of the settings. If one fits your country, your product, and your process, run a one-month pilot with real cases before you sign. One thing to keep in mind: if every firm around you runs the same system, it gives you no advantage over them. The audit tells you whether a specialized system fits your case, or whether a platform configured around your own process serves you better.

Get a straight answer on your CRM

Your first step is a free audit. It begins with one short call to see if we're a good fit. If we are, we map how your firm works together and you get the full written report within 5 to 7 business days. No cost, no obligation.

Start with a free audit

No CRM to sell you. Just the one that fits how your firm sells.