CRM Platform Exclusively for Insurance Agents

Your clients renewed
with the competition. Not because they disliked you —
nobody called them at the right time.

SHEPT protects your portfolio. You focus on earning.

Automatic renewal reminders, pre-meeting client intelligence, policy analysis in 8 seconds. One policy you would have lost without SHEPT covers the system cost for the entire year.

Try free — 14 days Watch demo
No credit card required 5-minute setup GDPR compliant
app.shept.pl
1,200+
agents using SHEPT
2 hrs
saved daily
97%
higher portfolio renewal rate
14 days
free trial — no strings attached

Our system supports agents working with, among others:

PZU Warta Ergo Hestia Allianz Generali Nationale-Nederlanden UNIQA UNUM Compensa
Portfolio Management

How many renewals did you
lose last year?

Every morning SHEPT Intelligence tells you exactly: who renews a policy this week, who has an instalment due, who is waiting for a reply. No client slips through the cracks.

  • Automatic reminders — you call first, before the competition does
  • Eternal Client Timeline — you know what, when and for how much each client bought
  • 97% higher portfolio renewal rate among agents using SHEPT
Start for free
SHEPT — Your plan for today

John Smith — Life · in 3 days

Policy · Life · Renewal due

Urgent

Anna Brown — instalment this week

Allianz · Life · €120

7 days

Peter Wilson — cross-sell

No home insurance · Potential 92%

Opportunity

Maria Johnson — scheduled meeting

Today 14:00 · Portfolio review

Today
Insurance agent analyzing client data
SHEPT Detective

Found 3 gaps in this client's portfolio.

Potential: +€2,200/year

OSINT Intelligence

The agent who knows more
sells more.

Before you call — SHEPT has already researched your client. What they do, what they earn, what insurance gaps they have. You walk into the meeting with a ready proposal, not a blank page.

  • Intelligence from LinkedIn and public registries — in 30 seconds, not 30 minutes
  • Automatic portfolio gap list — you know exactly what to offer
  • Agents using the Detective module close 40% more conversations
See demo
Policy Analyser

Client asks. You answer
immediately. Not tomorrow.

"Is this covered?" — a question that costs you an hour of searching or a client who loses trust in you. SHEPT reads policies from 21 insurers and answers in 8 seconds — in plain language.

  • Policies from 21 insurers — answer during the call, not after
  • Plain language — the client understands, you look like an expert
  • Insurer comparison — you choose the best option, not the first available
Start analysing
Policy Analyser 21 insurers
„Is medical treatment abroad covered by the policy?"
: Allianz · Generali
SHEPT Intelligence Answer

The answer depends on the scope of the selected cover variant. SHEPT will read your policy document and pinpoint the exact clause — enter the client's question and the system finds the answer in seconds.

Insurance agent using SHEPT
Built by agents, for agents

Less than a coffee a day.
One policy pays it back tenfold.

SHEPT costs less than a daily coffee. One renewed life policy you would have lost without a reminder covers the system cost for the entire year. Everything else is pure profit.

1,200+

active agents

2 hrs

saved daily

97%

higher renewal rate

Try free for 14 days
Agent Reviews

What agents already
working with SHEPT say?

"The SHEPT Detective is something I dreamed of for years. Before a meeting I check the client — I know what they do, what they earn and what insurance they're missing. My conversion rate went up 40%."

Mariusz K.

Mariusz K.

Multi-agent · Warsaw · 8 years in the industry

"The Policy Analyser saves me hours every week. The client asks, I type the question — and I have an answer in seconds. No other CRM has this."

Katarzyna W.

Katarzyna W.

Independent agent · Kraków

"I recovered nearly 2 hours a day. Instead of searching through notebooks, everything is in one place. Our office has been using SHEPT for 8 months and everyone is satisfied."

Tomasz R.

Tomasz R.

Agency manager · Wrocŀaw · 12-person team

Live Webinars

Master SHEPT Intelligence in one hour

See live how the system automates your working day.

Tuesday, 10:00 Thursday, 19:00
Strict Specialisation

97 PLN per month.
One policy more than covers it.

What is your average commission on a life policy? That is what SHEPT returns to you in the very first month.

Agent Start

Your first database

13 €/ month gross
  • Full GDPR protection
  • Up to 100 clients
  • Mobile access 24/7
  • Eternal Client Timeline
Choose Start
Recommended solution

Agent Professional

Your virtual assistant

25 €/ month gross
  • GDPR data security
  • Unlimited number of clients
  • Calendar Autopilot + Pre-meeting Briefing
  • Voice note dictation with auto-entry to calendar
  • Potential Scanner — AI scoring and client analysis
  • Policy Analyser — AI checks policies for you
  • Detective Module — client intelligence before the meeting
  • SMS Gateway + remote calling from the app
  • Email Studio — campaigns and templates for your clients
  • Lead Exchange — ready clients to acquire
  • Sales reports with behavioural analytics
  • AI Virtual Trainer · coming soon
Try free for 14 days

Agency / Office

Oversight and collaboration

Custom Quote
  • GDPR standard for entire structure
  • Everything in Professional
  • Unlimited clients and agents
  • Calendar Autopilot + Pre-meeting Briefing
  • Voice note dictation with auto-entry to calendar
  • Potential Scanner — AI scoring and client analysis
  • Policy Analyser — AI checks policies for you
  • Detective Module — client intelligence before the meeting
  • SMS Gateway + remote calling from the app
  • Email Studio — campaigns and templates for clients
  • Lead Exchange — ready clients to acquire
  • Sales reports with behavioural analytics
  • AI Virtual Trainer · coming soon
  • Agency add-ons
  • Manager Dashboard — full team performance view
  • Multi-User — each agent has their own account and database
  • Automatic team commission settlement
  • Internal Messenger — chat between agents
  • Client sharing and transfer within the team
  • Real-time agent activity monitoring
  • System-wide announcements to the whole team
  • Dedicated onboarding and priority support
Enquire about implementation
14 days free

Start now.
No credit card required.

Setup takes 5 minutes. After registration you receive an SMS activation code and full access to all features for 14 days.

5-minute setup

No training, no IT — you configure it yourself

No upfront payment

You pay only after deciding to purchase

Support from day one

Live webinars every Tuesday and Thursday

Try for free

14 days · No card · Cancel anytime

Choose module

How much commission
are you losing every month?

1,200 agents already know the answer. Try free for 14 days — no card, no risk. If you don't earn more, cancel with one click.

Start for free Write to us
SHEPT agent