Getting your team running is part of what you're paying for.
Moving a book of business into a new system is the hard part. Here's how we handle that with you — not just hand you a login.
Onboarding & data migration
Most agencies arrive with years of history in spreadsheets, an old CRM or a filing cabinet. Getting that in cleanly matters more than any feature.
Bulk import from your existing files
Send your current spreadsheet or export and it's mapped into client, policy and household records — not re-typed one by one.
Trial period with real data
The 14-day trial is meant for your actual book, not a demo account — so you know exactly what you're getting.
Branding set up before you go live
Your agency's logo, name and details configured across the platform and client documents before your team's first login.
Support & account management
Questions about how something works shouldn't sit in a ticket queue for a week.
Email support
Reach the team behind the product at support@invictuscrm.com — not a first-line contractor reading from a script.
Feedback that actually ships
Feature requests from working advisors have shaped most of what's in the platform — tell us what's slowing your team down.
Agency-level guidance
Help structuring roles, permissions and team setup as your agency grows past a handful of advisors.
Training for advisors who've never used a CRM before
Not every advisor is comfortable with new software on day one. That's expected, and it's part of the rollout.
Walkthroughs for new advisors
A guided first pass through the pipeline, e-signature flow and quote calculator — the three things advisors use most.
Setup checklist in the app
Every new advisor sees exactly what to connect — Gmail, Calendar and the Gmail button — until it's done.
Reference guides your team keeps
Plain-language documentation for compliance and e-signature workflows, so a new hire isn't starting from zero.
Bring your book of business over — we'll help you land it.
14 days free. No card required to start.