Hornbill Insurance - Brokerage Management
We built a comprehensive brokerage management CRM for Hornbill Insurance—a full-stack platform that empowers brokerages to manage agents, clients, quotes, policies, claims, commissions, and marketing, all from one unified dashboard with both light and dark themes.
The Challenge
Hornbill Insurance needed a centralized system to replace fragmented spreadsheets and manual processes across their growing brokerage. Agents had no efficient way to track leads through the pipeline, manage policy renewals, or monitor commission structures. The lack of visibility into key metrics like conversion rates and premium totals made strategic planning nearly impossible.
We designed a powerful, modular CRM platform with a bold navy-and-gold brand identity. The system features a comprehensive sidebar navigation spanning CRM operations (Leads, Customers, Quotes, Policies, Claims), Operations management (Agents, Applications, Commissions, Documents, Compliance), Billing, and Marketing tools (Web Forms, Communications). With both light and dark theme support, role-based access, and real-time performance dashboards, we gave Hornbill Insurance complete digital control of their brokerage operations.
Key Features
- Navy & Gold Brand Identity with Dark/Light Themes
- Complete CRM Pipeline: Leads → Quotes → Policies
- Agent & Commission Management System
- Real-Time Brokerage Performance Dashboard
- Compliance & Document Management
- Marketing: Web Forms & Communications
Services Overview
CRM Module
- Lead Capture & Tracking
- Customer Management
- Quote Generation & Comparison
- Policy Lifecycle Management
Operations
- Agent Onboarding & Management
- Application Processing
- Commission Tracking & Payouts
- Compliance Monitoring
Billing & Finance
- Premium Tracking & Reporting
- Invoice Management
- Payment Processing
- Financial Analytics Dashboard
Marketing & Growth
- Web Form Builder
- Email Communications
- Lead Source Attribution
- Conversion Rate Analytics
Agent Login Portal
Brokerage Dashboard
Built for Brokerages
The platform was designed specifically for the insurance brokerage workflow—from initial lead capture through policy binding and ongoing claims management. Role-based access ensures agents see only what they need, while brokerage owners get the full picture with real-time KPIs and performance metrics.
Enterprise-Grade Brokerage Platform
Every module in the Hornbill CRM was engineered for the insurance industry. The dashboard provides instant visibility into total leads, customers, active policies, and premium volumes. Combined with calendar integration, task management, and automated compliance tracking, it's the operating system for modern brokerages.
“The CRM completely transformed how we run our brokerage. Our agents can now track every lead, quote, and policy in one place. The dashboard gives us instant visibility into our performance, and the compliance tools keep us ahead of regulatory requirements.”
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