Manage clients, calls, commissions, and payroll in one CRM.
Cesco helps insurance agents and agencies keep their book of business organized, verify carrier payments, communicate with clients, and pay agents from cleaner commission data.
Agency dashboard
A practical view of production, payments, and client activity.
The same workspace your team uses every day.
A practical CRM for managing insurance clients, carrier payments, phone activity, workflows, and agency reporting.
Client management
Keep contact details, policy data, notes, reminders, and activity history in one client record.
Built-in softphone
Call and text clients without leaving the CRM, with communication activity tied back to the client.
Pipelines
Track leads, sales, renewals, and internal workflows through configurable pipeline stages.
Automations
Reduce repetitive follow-up work with automations for reminders, client updates, and common actions.
Reporting
Use dashboard-style reports to understand production, carrier performance, calls, and agent activity.
Agency management
Manage agents, admins, commission structures, overrides, and the work behind a growing agency.
Track expected payments against what carriers actually paid.
Cesco gives agencies a place to review carrier files, identify missing or unmatched payments, and prepare cleaner payroll numbers.
Compare carrier payments with your book.
Surface records that need attention.
Pay from reviewed commission data.
See performance by carrier and period.
Commission summary
This month
One price for the full insurance CRM.
Client management, communications, pipelines, reporting, and commissions tracking in one plan.
Cesco CRM
For insurance agents and agencies that want one system for clients, carrier payments, communication, and agency operations.
Bring your insurance operations into one CRM.
Start a trial, import your book, and see how Cesco can simplify client management, commissions, communication, and payroll.
14-day free trial. No credit card required. Cancel anytime.