Insurance CRM
VineFile keeps every household's policies on one organized file, tells you which renewals are coming up, and turns the business you can't write into income instead of a dead end.
Auto, home, life, commercial — each policy sits on the household's file with carrier, premium, effective and renewal dates. Import your book from a spreadsheet or drop in a declarations page and let VineFile read it.
VineFile watches renewal and anniversary dates across your book and tells you who to call this week, so retention work stops depending on memory or a spreadsheet reminder.
A P&C client buying a house needs a mortgage broker; a life prospect may need an estate attorney. Hand them to a vetted partner or post the lead to the exchange and earn credits for the introduction.
Consent evidence is append-only, suppression lists are enforced at the database level, and credit-derived data never reaches the lead exchange or AI features.
Upload a CSV or Excel export from your agency management system, or add clients manually. Households, policies and contact details land in structured fields.
Quotes, applications and renewals move through a Kanban board you configure with your own stages. Tasks and notes stay on the client file.
Leads you can't write go to the exchange for credits. Leads other professionals can't write come to you, matched to the categories you selected.
VineFile values your book of business as you build it, and — when you're ready to retire or consolidate — lets you list it anonymously in the marketplace. Membership is $19.99/month, $99/year or $149 for two years, after a 3-day free trial.