Designed for
Agents & Agencies Who Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
Designed for
Agents & Agencies Who Refuse to Settle
Phoenix CRM is the #1 Insurance Sales Software that helps ambitious agents and agencies scale with automation, marketing, and proven sales strategies.
We don’t just give you tools—we give you a custom-built system for success. Whether you’re a solo agent or an agency leader, we tailor the CRM to match your workflows and growth goals.
TRUSTED BY
Built for Agents by an Agent Who's Been In Your Shoes
Hi, I’m Jennifer Nobles, founder and CEO of Phoenix CRM.
Before building this platform, I was a top-producing life insurance agent, just like you. I spent four years grinding, closing deals, and scaling my business—only to realize that the tools available to agents were holding us back, not pushing us forward.
Every CRM I tried was either too complicated, too generic, or lacked the right support.
And honestly? None of them were built with insurance agents in mind. They didn’t understand the fast-paced nature of our industry, the importance of seamless automation, or how crucial follow-ups and recruiting are to our success.
That’s why I created Phoenix CRM—a true all-in-one platform designed specifically for agents and agency owners who want to scale faster, close more deals, and run their business with less stress.
Built for Agents by an Agent Who’s Been In Your Shoes
Hi, I’m Jennifer Nobles, founder and CEO of Phoenix CRM.
Before building this platform, I was a top-producing life insurance agent, just like you.
I spent four years grinding, closing deals, and scaling my business—only to realize that the tools available to agents were holding us back, not pushing us forward.
Every CRM I tried was either too complicated, too generic, or lacked the right support.
And honestly?
None of them were built with insurance agents in mind.
They didn’t understand the fast-paced nature of our industry, the importance of seamless automation, or how crucial follow-ups and recruiting are to our success.
That’s why I created Phoenix CRM—a true all-in-one platform designed specifically for agents and agency owners who want to scale faster, close more deals, and run their business with less stress.
Our Mission
We provide top-tier technology and personalized support to help insurance agents run a more profitable, organized, and effortless business.
Our platform refines every step of the sales and recruiting process—so agents can focus on high-value relationships and long-term success.
Our Vision
To set the million-dollar standard for insurance CRMs— where technology meets excellence, and automation creates freedom.
Our vision is to help agents build a business that is as seamless and rewarding as the lifestyle they deserve.
Our Mission
We provide top-tier technology and personalized support to help insurance agents run a more profitable, organized, and effortless business.
Our platform refines every step of the sales and recruiting process—so agents can focus on high-value relationships and long-term success.
Our Vision
To set the million-dollar standard for insurance CRMs— where technology meets excellence, and automation creates freedom.
Our vision is to help agents build a business that is as seamless and rewarding as the lifestyle they deserve.
What Million-Dollar Agents Are Saying
See how elite agents are using Phoenix CRM to scale faster, close more deals, and dominate their market.
“A true platform for team growth!”
My recruiting efforts have skyrocketed since building out a fully automated recruiting, onboarding and team training system with Phoenix CRM.
Both recruits and agents are plugged into my backend system allowing me to onboard, train and track sales from one platform.
Not to mention the fact that I can get my agents plugged into their own platform for just $25..... Incredible!
Maria Patel
Life Line Insurance Group
“I finally feel
organized”
I was a die hard paper and pen agent until I started using Phoenix CRM.
It wasn’t easy to let go of my old ways but, it was 100% worth it.
I now have all of my leads and clients organized and each contact is setup to be reached out to automatically.
I’m exhausting all of the leads I purchase and keeping in contact with all of my clients annually without having to lift a finger.
Game changer for sure.
Freddy McDonald
Family Mortgage Solutions
“World’s Best Customer Service!”
Phoenix CRM has an incredible, user friendly, customizable platform that I absolutely love but, I can not brag on their customer service team enough.
I have my own channel within their Discord server that allows me to speak with my dedicated account manager, the tech support team, the developer AND the owner, Jenny in one easy to use location.
No more lost support tickets or disappearing live chats.
They are truly the best and will go above and beyond to make sure your experience with their platform is a 10/10.
Lauren Hendricks
Hendricks Retirement Services
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