Now in early access

Talk to Your CRM
Like a Person

Relm lets insurance agents log calls, pull reports, set reminders, and manage their book of business — all through a simple chat interface. No training required.

Get Early Access →See how it works

Founding member access · $49 one-time fee

Relm

Who renewed their policy last week?

3 clients renewed last week:

• Sarah Chen — Auto, $1,240
• Mike Torres — Home, $890
• David Park — Life, $2,100

Total: $4,230 in premium

Set a follow-up with Sarah for Friday

✓ Reminder set for Friday, 10:00 AM — “Follow-up with Sarah Chen re: auto renewal”

Ask anything about your book...

Simple by design

Three steps to CRM clarity

From first login to your first answered question in minutes.

Connect your CRM

Link Relm to your existing CRM in one click. Works with HawkSoft, Applied Epic, AgencyZoom, and more.

Chat naturally

Ask questions in plain English. Log a call, pull a renewal report, or find a client — just say it.

Done

Your CRM is updated, reminders are set, reports are ready. Back to what matters — your clients.

200+

agents already on the waitlist

“I used to dread logging into the CRM after a long day of calls. With Relm, I just talk through my notes and it handles everything. It's like having an assistant who actually knows insurance.”
— Marcus L., Independent Agent, Texas (beta tester)

Founding member access

Ready to talk to
your CRM?

We're onboarding agents in batches. Reserve early access now and secure your founding member spot.

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