Free CRM Template
A CRM project template covers the stages of a lead pipeline from enquiry through review, quoting, decision, policy issue, and aftercare and claims.
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The enquiry lands, the details are incomplete, and nobody wants to find out after a loss that the wrong cover got put in place. This CRM project gives insurance work a clear run from first contact through policy issue and into claims, so the handoffs don’t get missed when the questions get specific.
The board moves through New enquiry, Risk review, Quotes sent, Decision pending, Policy issued, and Aftercare and claims, so the status is always a column, not a memory. The layout uses stamped-ink gold with deep plum accents under Raleway headings and Roboto body text, which keeps the tone closer to documentation and checklists than a sales page.
- New enquiry The first column holds new leads as they come in, before any details get confirmed.
- Risk review This stage is where you capture what needs checking, so the quote doesn’t get built on a missed clause or assumption.
- Quotes sent This column marks the handoff once pricing has gone out and the case is waiting on a response.
- Decision pending This stage tracks cases that need a yes or no, including any follow-up needed to get there.
- Aftercare and claims The final column keeps active customers and claims in view after the policy is issued, so support doesn’t fall out of the pipeline.
Once the template is in your workspace, the board becomes the place you track each case as it progresses and add your own dates, because the columns show the order of work rather than a calendar. Each deal lives as it moves across the columns, leaving the team to pick up the next step without guessing what’s already been checked.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns, ready for your own cards. Adding it builds the board as a project in your workspace, with every column in place. The cards in the preview are examples of how the board is used, and are not added.
| Column | What is in it |
|---|---|
New enquiry | The New enquiry column is where new cases start, before the risk details have been reviewed. |
Risk review | The Risk review column holds cases while the cover requirements get checked and clarified. |
Quotes sent | The Quotes sent column tracks cases after pricing has been sent out and you’re waiting on the buyer’s response. |
Decision pending | The Decision pending column is for cases that need a decision, including any follow-up that’s still outstanding. |
Policy issued | The Policy issued column marks cases where cover has been placed and the policy has been issued. |
Aftercare and claims | The Aftercare and claims column keeps ongoing support and claim handling visible after the policy goes live. |
What happens when you install it
- A project is created with its board and 6 columns, empty and ready for your own cards.
- Every card you add opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Insurance brokers and agents tracking leads and renewals across commercial insurance and personal lines, then carrying the same case through issue and into claims advocacy.
Questions about this project template
What does CRM stand for in insurance?
CRM stands for customer relationship management, meaning the way enquiries, quotes, decisions, and policy records get tracked as work moves forward. In insurance, CRM work often includes post-issue follow-up and claim-related communication, not just sales.
What stages should an insurance sales pipeline have?
A typical pipeline needs a place for new enquiries, a stage for reviewing the risk, a stage for quotes that have been sent, and a stage for pending decisions. Many teams also track issued policies and aftercare or claims work, so the relationship doesn’t disappear after the sale.
How do I track insurance quotes and follow-ups without losing deals?
A column-based pipeline helps because every quote sits in one visible stage until it moves to the next. The follow-up becomes part of the stage the case is in, rather than something scattered across messages.
How do you organise claims and aftercare in the same pipeline?
A dedicated aftercare and claims stage keeps policyholders visible after issue and gives claim-related work a home. The ongoing case can stay in the same flow instead of splitting into a separate tracker.
Should a CRM pipeline include policy issuance?
Policy issuance is a useful stage because it marks the point where cover is placed and documents are issued. Keeping that step in the pipeline reduces handoff gaps between quoting, decision, and post-sale support.
Does a lead pipeline need dates or a calendar to work?
A pipeline can run on ordered stages without being tied to a calendar, as long as each case still carries the dates you care about. This board gives the order of work through its columns, leaving you to add your own dates where you need them.
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