---
title: Insurance CRM and workflow automation | We Help You Grow
description: Your insurance tech team, on retainer. From fixing a report nobody can produce to building your CRM. Retainers from €4,000 a month.
image: https://wehelpyougrow.io/hubfs/whyg-og-custom-software.png
---

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- [Custom software](https://wehelpyougrow.io/custom-software)
- [GrowEngine](https://wehelpyougrow.io/growengine)
- [How we work](https://wehelpyougrow.io/how-we-work)
- [Work](https://wehelpyougrow.io/work)
- [About](https://wehelpyougrow.io/about)
- [Insights](https://wehelpyougrow.io/insights)
- [Get in touch](mailto:william.brooks@wehelpyougrow.io)

[Get in touch](mailto:william.brooks@wehelpyougrow.io)

 Custom software & automation 

# Your insurance tech team, on retainer.

From fixing a report nobody can produce to building your CRM: one team that already speaks insurance, working on whatever matters most this month.

---

One retainer covers every size of job: the team works through one prioritised backlog with you, so a one-day fix and a three-month CRM build are bought the same way.

### Fix

 Days 

- A broken process
- A report nobody can produce
- A spreadsheet that should be a system
- Data that won't line up between two systems

### Automate

 Weeks

- Submission intake straight into the CRM
- Renewal reminders and document requests
- Document generation (NBIs, quotes, wordings)
- Capacity and bordereaux reporting
- AI that reads submissions and reports and drafts the first version

### Build

 Months, live in stages 

- Client and broker portals
- Quoting and indication tools
- Internal apps and AI assistants
- A full CRM, on HubSpot or bespoke
- Integrations with public registers and your existing systems

## How the retainer works

You get dedicated capacity every month. We keep one prioritised backlog with you: a quick fix this week, an automation next, the bigger build running alongside. No change requests, no re-quoting.

### Retainers from €4,000 a month.

 No fixed-price projects. 

### Technology

We work in your stack.

HubSpot, Microsoft 365, .NET, Django and React, AWS and Azure.

### AI and your data

AI prepares; people decide.

We match the model and hosting to how sensitive the data is, including self-hosted models that keep it inside your own environment.

---

### Frequently Asked Questions

What if we only need one small thing?

Start there. Most clients find the next three on the way. 

Who owns the code?

You do, for software built for you; we keep our own reusable tools.

Do you host and support it?

 Yes, or we hand it over to your IT team. 

[Get in touch](mailto:william.brooks@wehelpyougrow.io)

We Help You Grow

[william.brooks@wehelpyougrow.io](mailto:william.brooks@wehelpyougrow.io)  ·  [+34 649 24 58 83](tel:+34649245883)  ·  [LinkedIn](https://www.linkedin.com/company/we-help-you-grow-now/)

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