Manifold · for independent insurance agencies
Every client. Every carrier. Nothing slips.
Cases move from lead to submitted to bound, renewals never sneak up on you, and the client × carrier grid shows every gap you could still fill. Simple enough to actually use, on day one.
Speaks your language
We didn’t rename your world.
We learned it.
The book-of-business CRM that respects how a small agency really runs.
Manifold, for independent & IMO-affiliated agencies
How Manifold fits
The whole book, one manifold.
A pipeline in your words
Lead → case → won, with “submission” as a stage of its own — not a custom field somebody had to invent on a Tuesday.
The coverage grid
Every customer down the side, every carrier across the top. Filled cells are commission. Blank cells are tomorrow’s calls.
Follow-ups it remembers
Log the call, name the next step, move on. Manifold holds the thread and hands it back before anything goes quiet.
Fair questions
Asked by insurance reps like you.
Is this an AMS replacement?
No — it’s the pipeline and relationship layer a lean agency needs without the AMS weight. It plays alongside what you have.
Does it track renewals?
Renewal dates surface the same way stale deals do — early, and impossible to miss.
One dial, no modules
Turn it up when you’re ready.
Threaded
The notebook.
$29 per seat / month
Coupled
Read-only ERP.
$59 per seat / month
Welded
It runs with you.
Let’s talk
For independent insurance agencies
Bring your whole line card into Manifold.
Every carrier you carry, every account you know, every case in motion — safe in one manifold.