Modern systems for relationship-driven agencies.
A modern CRM built around how brokers work.
For relationship-driven agencies that have outgrown spreadsheets — without enterprise cost or complexity. A practical operating layer for client service, renewals, and day-to-day coordination, built on the Microsoft 365 you already own.
Why it works
Built for agencies already living in Microsoft 365.
Modern CRM is more than a contact database. It's a layered system that brings structured data, service workflows, automation, reporting, and quiet AI assistance into one place — so your team can serve clients more consistently without changing how they actually work.
Centralize client & prospect data
Track renewals & service work
Improve visibility & accountability
Build on tools you already own
What we accomplish
A practical rollout, in phases.
- Migrate off legacy systems like Act!, spreadsheets, and outdated AMS platforms
- Centralize employer, contact, and policy data in structured SharePoint lists
- Automate follow-ups, renewals, and notifications with Power Automate
- Build dashboards, renewal workbenches, and producer views with Power Apps
- Real-time reporting and KPIs with Power BI
- Governance, permissions, and audit trails through Teams
Leverage what you already own
No new software costs. Build your CRM on the Microsoft 365 licenses your agency already pays for.
A system that fits your workflow
Custom-built around how your business actually works — not a generic sales tool you have to fight against.
Enterprise security built in
Microsoft's compliance, permissions, and audit capabilities protect your data from day one.
The framework
A 5-layer architecture.
A layered approach that turns your existing Microsoft 365 tools into a complete client service workflow system.
Data → Automation → Interface → Insights → Governance
How it compares
Right CRM, not vendor hype.
We help agencies choose based on existing infrastructure, team capabilities, and long-term goals — not slick sales decks.
Modern CRM vs. HubSpot
Modern CRM emphasizes
- Full ownership of your data
- Deep Microsoft 365 integration
- No per-user CRM licensing
HubSpot offers
- Faster onboarding curve
- Built-in marketing tooling
- Less technical setup required
Best fit depends on your existing Microsoft investment and technical comfort.
Modern CRM vs. Salesforce / Dynamics
Salesforce & Dynamics are built for
- Large teams with dedicated admins
- Complex enterprise deal cycles
- Organizations with IT budgets
For most benefits agencies they introduce
- Expensive per-seat licensing
- Long implementation timelines
- Ongoing admin overhead
Modern CRM delivers enterprise capabilities without enterprise cost.
Modern CRM vs. Insurance AMS
AMS platforms are strong at
- Policy records & carrier reporting
- Industry-specific workflows
- Compliance tracking
AMS platforms are often weaker at
- Service tracking & visibility
- Day-to-day work management
- Flexible reporting & analytics
Many agencies run Modern CRM alongside their AMS — filling the operational gaps an AMS can't cover.
Frequently asked
Things people always ask.
01Who is Modern CRM designed for?+
Independent agencies, brokers, and benefits firms that have outgrown spreadsheets or legacy AMS-only setups, and want a flexible system without enterprise cost or complexity.
02How is this different from Dynamics 365 or Salesforce?+
Modern CRM is built on the Microsoft 365 licenses you already own — no per-seat CRM licensing, no long implementation, and no dedicated admin team required.
03Do I need a developer or IT department to manage it?+
No. We design, build, and support it for you. Your team works inside familiar Microsoft tools — SharePoint, Teams, Outlook — and we handle the configuration and changes.
04Can it integrate with my existing systems?+
Yes. Power Automate connects to 400+ services including email, carrier portals, HR systems, AMS platforms, and custom APIs.
05What Microsoft 365 licenses are required?+
Most agencies are already licensed for what's needed. We'll review your current plan during discovery and recommend any adjustments before we build.
06How long does implementation usually take?+
A typical foundation is in production within weeks, not quarters. We roll out in phases so your team gets value early and the system evolves with you.
Bottom line
Build on what you already own.
Modern CRM gives independent agencies enterprise capabilities without enterprise cost — by designing intentionally on the Microsoft 365 stack your team already lives in.