Email us

Product

Modular CRM for insurance brokerages

Aparello is a simple workspace for organising clients, following up with purpose, and shipping the work that closes renewals — with plugins you turn on when you need them.

Email us

Organise. Follow up. Get things done.

  1. 01

    Organise

    People, relations, and documents live in one place. Search fast, open a record, and see the context brokers actually use day to day.

  2. 02

    Follow up

    Activity stays on the person. Notes, changes, and next actions are visible without jumping through a maze of unrelated tools.

  3. 03

    Get things done

    Policies, club billing, subscribers, and other modules plug in when your organisation needs them — not before.

What you can run

Core CRM is the foundation. Everything else is gated by plugins so each brokerage only sees the screens it uses.

  • Contacts & relations

    Persons, companies, search, and soft-delete workflows that match how brokers already work.

  • Policies & carriers

    Brokerage modules for policies, companies, and line-of-business structure when you need them.

  • Billing & club

    Product catalog, subscriptions, and charges for organisations that run club-style billing.

  • Isolated deploys

    Each organisation gets its own app and database. No shared tenant column on CRM data.

Want a walkthrough?

Email us and we will follow up with next steps for your brokerage.

[email protected]