CRM & processes
Financi CRM: the CRM for insurance and pension agencies
Financi CRM is the CRM of Financi for insurance and pension agencies. It brings leads, customers, policies, processes and tasks into one place, with commissions, a calendar and role-based permissions, on one client card.
Last updated:
What it does
Everything an agent and an operator do, in one place, with the same client on every screen.
Leads and customers
A new lead arrives and is assigned to an agent or operator, moves through clear stages and becomes a customer. You see where each one stands, and who needs to move.
Policies and the client card
The customer, their policies, conversations, documents and signed forms sit on the same card, so you do not switch systems to answer them.
Processes and tasks
Each process moves through stages and each task is recorded on the card. When the customer has to send a document or sign, the system nudges.
Commissions and calendar
Commission tracking and a calendar are part of the system itself.
Role-based permissions
You define what an agent, an operator or a manager sees. Everyone on the team sees what the role you gave them allows.
An AI team inside
Asi answers “how do I do this in the system”, Keren prepares a two-sentence brief before a meeting, and Rafi proposes values for fields in a process. You approve each value.
ChatGPT and Claude through MCP
Connect with a regular OAuth sign-in and the assistant works inside your book, with the permissions you grant. 19 tools: leads, production, referrals and information-order links. Disconnect in one click.
File upload and import
You can upload files, including CSV and XLSX import. If your data has an unusual structure, tell us in the demo.
From first lead to a signed document, in a pipeline you can see
Leads arrive from everywhere, move through clear stages and end at a signed document.
- 1
New
A new lead comes in and is assigned to an agent or operator.
- 2
In progress
Tasks, calls and WhatsApp messages, all on the same card.
- 3
Waiting on client
The client has to send a document or sign, and the system nudges.
- 4
Done
The process closes and the signed document is saved to the client's file.
How it fits the rest of the suite
The CRM is where the agent's work lives, and the other modules work on the same client card: WhatsApp conversations, forms and e-signing, clearing-house and Har HaBituach data, and operations. CRM and Ops sit on the same database, so handing work to a back office is a data read, not an integration.
Overview of the whole system (all six modules on one client card). Support centre and FAQ
The other modules
- WhatsAppA shared inbox for the team: campaigns, chat assignment, document requests and analytics.
- Forms & e-signingThe customer fills in and signs with a finger from a phone, no login, and a signed, sealed PDF comes back.
- Clearing house & Har HaBituachOrder and pull the customer's pension and insurance data, unified in one card.
- Operations (Ops)Work management with operators: processes, tasks and statistics, wired straight into the CRM.
A related free tool
- CRM and automation readiness check for your agencyA free ten-statement check of how ready an agency is for a CRM and automation, across five areas, with up to three first steps based on your answers.
- Sales funnel calculator for insurance agenciesA free sales funnel calculator for agencies: enter leads and stage-to-stage rates to see the clients it yields a year and which stage to improve first.
Keep reading
- How to Choose a CRM for an Insurance Agency: Buyer's Guide, Checklist and Comparisonhow to choose an agency CRM: criteria, questions and a fair comparison
- When an Insurance and Pension Agency Outgrows Spreadsheets and WhatsAppthe signs that Excel and WhatsApp no longer cut it
- The 360° Client View: An Agent's Playbookhow to work from one client card
Who it is for, and when it makes sense
- Insurance and pension agencies in Israel: owners and managers, the agents who work there, and the operators who work with them.
- Agencies whose work is spread across Excel, WhatsApp and a separate signing tool, and that lack one picture of the pipeline.
- Financi is built for the Israeli market: Hebrew-first, right-to-left. The clearing house and Har HaBituach are Israeli sources.
What it does not do, and limits
- It is built for agencies and their teams, not for individuals managing their own finances.
- The AI proposes and phrases. It does not write numbers, and no field is written without a person's approval.
- Moving over from Excel or another system is a common starting point, but we do not promise a migration before we have seen the data.
- When the agency uses connections to the clearing house, Har HaBituach or other data sources, responsibility for the legal basis and the documented consents is the agency's. Financi processes the data on its instructions.
Frequently asked questions
What is Financi CRM?
Financi CRM is a CRM for insurance and pension agencies, by Shavve. It brings leads, WhatsApp, forms and e-signing, the pension clearing house and Har HaBituach, recordings and operations onto one client card. It runs in production and carries agencies' daily work.
What can I manage in the CRM?
Leads, customers, policies, processes and tasks, plus commissions, a calendar and role-based permissions. The other modules (WhatsApp, forms and e-signing, clearing house and Har HaBituach, operations) work on the same client card.
Who can see client data?
Permissions are role-based: everyone on the team sees what the role you gave them allows. When you hand a process to an operations team, the operator works on it directly in the same database, not on a copy sent along. A ChatGPT or Claude connection works only with the permissions you approve, and you can disconnect in one click.
Can we move over from Excel or another system?
It is a common starting point. In the demo we look at where your data lives today (Excel, another system, a clearing-house file) and walk through what can be brought over and how. We do not promise a migration before we have seen the data.
Can the AI change my data?
A human approves every field the AI writes. Rafi proposes values for fields in a process, and nothing is written without your approval, with undo. Keren does not write numbers: she names which figure she means, and the system shows it from the same source.
How do we start?
Book a demo, walk through the system with your team, and match the plan to the agency's size.
Want to see it on your agency?
Book a demo, or write to us directly. We go through the system with your team, not a generic tour.
Financi is a CRM for insurance and pension agencies, by Shavve.
