Manage Policies, Not Paperwork.
BimaForce is the all-in-one CRM designed for modern insurance professionals. Track opportunities, manage client relationships, and grow your business faster than ever before.
The Power Packed in BimaForce
Everything you need to streamline your insurance workflow, from lead to loyal client.
Dynamic Opportunity Tracking
Manage your entire pipeline from prospecting to policy issuance with custom stages for every Line of Business.
360° Client View
Access all client data, policy details, member information, and interaction history in one organized place.
Complex Policy Management
Effortlessly handle complex policies like Family Floaters, Group Medical, and Workmen Compensation with tailored forms.
Automated Renewals
Never miss a renewal. Our smart system tracks policy end dates and helps you manage rollovers seamlessly.
Revenue Insights
Track deal values, commissions, and revenue percentages to get a clear picture of your business performance.
Centralized Data
Keep all your data—insurers, TPAs, and distribution channels—organized and accessible for quick reference.
Simple, Transparent Pricing
Choose the plan that's right for your agency. Cancel anytime.
Pro Plan
For individuals and small teams.
Billed annually. Includes 50% launch discount.
- Unlimited Opportunities
- Unlimited Client Management
- All LOB Form Types
- Standard Reporting
- Email & Chat Support
Enterprise
For large agencies and custom needs.
Custom pricing for your requirements.
- Everything in Pro, plus:
- Advanced API Access
- Custom Integrations
- Dedicated Account Manager
- Priority Support