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Built for independent insurance agencies

Run your whole agency from one place.

Chai Management makes smooth, capable software for insurance agencies: a CRM your producers will actually use, and an HR hub that lets nothing slip. Live in minutes, no training week, and your team is proficient by the afternoon.

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Live in minutesPay, and your workspace is ready
No seat limitsAdd the whole floor, one price
Works on any phoneBuilt for the road, not just the desk
Your data, yoursExport everything, any time
Two products, one family

A CRM for the book. An HR hub for the team.

Each is a complete product on its own. They share the same clean, no-clutter design and the same sign-in-and-go approach, so agents and managers get proficient in an afternoon, not a training week.

Chai-CRM

Managing sales, streamlined.

Quotes, production and follow-through in one place, without the enterprise bloat. Every branch gets its own board, and a manager sees the whole picture.

  • Quotes & production tracking, with CSV import from your management system
  • Follow-ups, calendars and cancels that never slip
  • Team leaderboards, goals and promotions that pay out by your rules
  • Click-to-copy templates and customizable reporting
  • Per-teammate page access and per-branch structure for multi-office agencies
Get Chai-CRM See the product
Chai-HR

Your agency, organized.

People, licenses, documents and deadlines in one place, with a dashboard that surfaces the most urgent item first, every morning.

  • Licensing and CE deadlines, watched and reminded automatically
  • Commissions, chargebacks and payroll runs made easy
  • Agency budgeting that catches overspending before it happens
  • Onboarding and offboarding checklists that become real to-do lists
  • Built-in email templates, a calendar that reminds you, and an encrypted vault
Get Chai-HR See the product
Why agencies switch

Built to keep the agency running.

Agents writing business, and the managers keeping the whole floor moving. Chai is built to streamline and connect: less hunting for numbers, less chasing people for an update.

Everyone sees the same picture

Leaderboards, shared goals and standings the whole team can see, live. Reps know where they stand without a manager reading numbers out at a meeting.

The numbers, without the legwork

Quotes, production, commission and deadlines total themselves as the work gets logged. No spreadsheet to rebuild every month.

It goes where the day goes

Both apps work on a phone the way they work at a desk. Check the board between appointments and stay connected on the road.

Your agency, walled off

Every agency gets its own branded workspace at its own address.

Your rules, not ours

Rename any lead source, state, policy type or column. Set who sees which page. Light mode, dark mode, and custom fields that match how your office talks.

Coaching, top of mind

Every teammate gets a private coaching page with their areas of focus, feedback from their manager and a daily quote. Reps always know what to work on next, and managers build a productive floor without waiting for the next meeting.

Better together

Run the whole agency on Chai, at a better rate.

Get Chai-CRM and Chai-HR as one bundle: one subscription, one bill, and a lower price than buying them apart.

Book a demo See bundle pricing
Simple pricing

Start your workspace today.

Pick a plan, pay securely with Stripe, and your workspace is ready in about a minute. One flat monthly price per agency. No seat limits. Cancel anytime.

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Questions

The things agencies ask first.

How fast can we actually be up and running?
About a minute. You pick a plan, pay with Stripe, and your workspace is created at your own address, like youragency.chai-crm.com. There is nothing to install and no onboarding call required, though we're happy to walk you through it.
Do we pay per user?
No. Every plan is one flat monthly price per agency with no seat limits. Add the whole floor. In Chai-HR, staff are records rather than seats, so there's nothing for employees to learn and no per-employee cost.
Can we bring our existing data?
Yes. Chai-CRM imports quotes and production reports from your management system as CSV, and Chai-HR imports your commission report as-is. Owners can also export the entire workspace as an Excel workbook whenever they like.
Do the two products work together?
Each is complete on its own, and both share the same design and sign-in approach. The bundle gives you both under one subscription and one bill, at a lower rate than buying them separately.
Is our data safe?
Each agency has its own walled-off workspace. Every record is namespaced and every request is re-checked on the server. Sessions are signed, sensitive vault entries are encrypted at rest, and card details never touch the app.
What if it isn't for us?
Cancel anytime from the billing portal. There's no contract and no cancellation fee, and you can export your data on the way out.

Give your agency one place to run from.

Join the agencies that stopped rebuilding spreadsheets every month. Start today, or let us show you around first.

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