The CRM built for finance and insurance advisors.
Your business is built on relationships and renewals. Grovega helps you capture every lead, keep each client's policies organized, and never miss a renewal, so clients stay with you year after year.
due
A missed renewal is a lost client, and often a lost referral too.
An inquiry comes in about a policy and waits for a callback. A client is due for a renewal, but the reminder lives only in your head. A prospect asks for a quote and slips your mind during a busy week. In advisory work, every missed follow-up and every lapsed renewal is not just lost revenue, it is a client relationship, and the referrals that came with it, walking away. When leads, policies, and renewal dates live across spreadsheets and memory, things slip. Grovega gives you one place to manage every client, every policy, and every renewal.
Everything an advisor needs to keep clients for life.
Capture every lead
Inquiries from calls, forms, and referrals in one place with the product they want.
Track policies per client
Keep each client's products and details organized in one record.
Renewal reminders
Never let a policy renewal lapse unnoticed.
A clear sales pipeline
See every prospect from inquiry to sold.
Never miss a follow-up
Nudges on new leads and renewals alike.
Know your best sources
See which referrers and channels bring clients.
Not a generic CRM you have to reshape for advisory work.
Choose Finance & Insurance at signup and Grovega sets itself up: fields for product interest and premium, stages for inquiry to sold, and renewal reminders, the way an advisor actually works.
Up and running this week.
Pick Finance & Insurance
Preconfigured for advisory work.
Connect your sources
Bring every lead into one place.
Advise and sell
Manage prospects and policies.
Renew
Keep clients year after year.
Simple enough you will actually keep it updated.
Made simple
No training, no manual. Clear from day one.
Made for advisors
Built for policies, pipelines, and renewals.
Made to be used
The CRM you actually keep updated.
Finance and insurance CRM questions, answered.
Yes, it is built to manage client leads, policies, and renewals.
Yes, so no renewal lapses unnoticed.
Yes, keep products and details in one record.
Yes, from inquiry to sold.
No, pick Finance & Insurance and it comes preconfigured.
Keep every client, and never miss a renewal.
Start free in 10 minutes. No card needed.