Manhix is the CRM built for independent insurance agents — manage your book of business, lead pipeline, x-dates, renewals, quotes, and intake forms without juggling five tools.
Multi-tenant and isolated. Your agency’s data stays yours.
Policies, tasks, and renewals scattered across five places — nothing in sync.
The renewals you could have won quietly walk out the door.
Until one falls off the monitor and takes a deal with it.
Real modules that ship today — not a roadmap.
Client profiles with full policy history, documents, and activity — not a crusty contact list.
Kanban stages, owner assignment, and automatic deal creation for new leads.
Competitor renewal dates with optional win-back cadence so you actually follow up.
Every upcoming renewal at a glance — month, week, or list view.
Shareable public links. Submissions land directly on a client record. Public quote pages, no login required.
Assign work, set reminders, and trigger follow-up cadences when deals change stage.
Capture what matters to your book — on clients and policies, not locked to a default schema.
Owner, admin, producer, CSR — real permissions, not a toggle that lies to you.
See your book, your pipeline, your producers' performance — without exporting to a spreadsheet.
Every agency gets its own isolated workspace. Your clients, policies, and team never mix with anyone else’s. Multi-user with real roles. Custom fields per agency. Feels like yours because it is.
Most systems dump everyone into one list. Manhix separates active clients from prospects automatically — your dashboard actually reflects reality.
Lost a client? Drop them into the X-Date Tracker with a renewal date and a win-back cadence. Treated as real work, not a field.
If Manhix says an email was sent, it was sent. No fake “AI did something” activity. The system does what it says — and nothing it can’t.
Create your agency workspace in 30 seconds. Free during beta, no credit card.
Upload a CSV from your current system or start fresh. Mapping wizard handles the mess.
Invite your team, add custom fields, send intake links, track renewals. Your call.
We’re launching with a generous free plan so agency owners can actually try the thing. Paid tiers come later, and beta users will get grandfathered treatment. No surprises, no credit card, no trial clock.
No credit card · Cancel any time · Your data stays yours
Yes. No credit card, no trial clock. Paid tiers come later, and we’ll give notice before pricing launches. Beta users get grandfathered treatment.
Yes. Export a CSV from your current system and upload it. Our mapping wizard handles the messy parts — status codes, missing dates, carrier variations — so you don’t spend a weekend cleaning spreadsheets.
Every agency is fully isolated at the database level with row-level security. Your clients, policies, and team are invisible to any other agency on Manhix.
Any time. No vendor lock-in. Your book is yours.
No. Manhix opens pre-filled email drafts so you stay in control and compliant. If the app says something was sent, it was actually sent.
Independent P&C and life insurance agencies, typically 1–10 producers. Larger? Reach out.
Weekly. Every user gets an in-app feedback button, and that feedback directly shapes what we build next.
Manhix is free while we grow. Bring your book, bring your team, bring your leads.
