Recruiting, onboarding, automations, pipelines, follow-up, training, and lead generation — all in one platform.
You weren't trained to be a software engineer. So why does running your agency feel like one?
No structured follow-up means revenue silently leaves every week.
Manual texts and reminders fall apart at 20+ leads/month.
New agents start cold. They quit before they can produce.
CRM here, calendar there, scripts in Google Docs. Chaos.
You can't duplicate what isn't systemized.
Spreadsheet stages and gut-feel forecasting kill growth.
BaseShop OS was built specifically for how insurance agencies actually operate.
One platform. Every workflow. No more 7 logins.
Visual stages tuned for policy sales cycles.
Source, qualify, and onboard agents on autopilot.
Multi-step text + email sequences that close.
Plug-and-play journeys for every new hire.
Round-robin scheduling that respects your team.
Routing, scoring, and ownership without spreadsheets.
Triggered the moment behavior changes.
Centralized SOPs, scripts, and playbooks.
Battle-tested copy ready to send today.
See production, activity, and gaps in real time.
KPI clarity for principals and producers.
Run your agency from the field — not the desk.
This wasn't built by software developers guessing how insurance works. BaseShop OS was built from real recruiting, agency building, and production systems already being used in the field every single day.
Reserve before July 1 and lock in lifetime founder pricing. When the timer hits zero, public pricing kicks in.
Finally a CRM actually built for insurance builders.
This would replace 5 different systems for my agency.
The recruiting workflows alone are game changing.
Get positioned before everyone else catches on.
