EmberPersonal CRM for independent brokers
Every prospect and every client, in one book you own.
A private client book for independent multi-line brokers. Track the stage, source, lines, and next step for every prospect you enter, and set the follow-up reminders you choose. Ember never contacts a client for you and never finds prospects for you. It keeps the book you build.
One prospect, one clear record
See the stage, the source, and the next step at a glance.
Shape each prospect record with your own fields. Where the quote stands, who referred them, which lines they asked about, and what you plan to do next all sit on one card you wrote yourself.
The day opens with your book
Know who to follow up with before the phone rings.
Your morning view mixes the warm prospect waiting on a quote with the client whose renewal window just opened. Every name on it is one you saved, with the note you left beside it.
The quote that used to slip
Every quote gets a follow-up with a name on it.
When you send a quote, set the reminder in the same minute. It stays private, fires when you told it to, and never messages the prospect for you.
Your book stays yours
Build your book on your side of the table.
Ember gives independent brokers one private place for prospects, clients, referrals, and follow-up dates. The records you enter live in your own app, private and encrypted, not in a system a carrier controls. Nothing is sent or shared unless you choose it.