- CRM audit: Map the current process and identify sales, renewal and retention gaps.
- Customer journey map: Document how prospects and clients move from first contact through renewal or exit.
- Platform recommendation: Recommend an external CRM based on workflow, team and budget.
- Implementation estimate: Provide an itemized estimate that can be used with Muncly or another vendor.
- Implementation services: Configure or rescue CRM and automation work after the audit when there is a fit.
Muncly CRM
CRM audit, selection and implementation consulting for insurance and mortgage firms
Updated August 3, 2026
Muncly CRM Overview
Muncly advises insurance brokerages, agencies and mortgage firms on CRM selection, failed-implementation recovery and process design. Its current entry offer is a free audit that maps the customer journey, identifies gaps, recommends a third-party CRM and estimates implementation cost. Muncly may then implement the recommendation, but it does not present a standalone Muncly CRM product.
Key Features
Pricing
| Offer | Current price | Billing and scope |
|---|---|---|
| Insurance and mortgage CRM audit | $0 | One-time diagnostic with a written report; not software access |
| CRM implementation or rescue services | Contact for pricing | Scope follows the audit and selected CRM |
Muncly is a CRM consultancy and implementation service, not a standalone Muncly software subscription. The free audit does not make the card a free software plan.
Pricing source: https://muncly.com/crm-solutions-for-insurance-agents/
Pros
- Diagnostic first: The service examines the business process before prescribing software.
- Written deliverable: The free audit results in a report and implementation estimate.
- Vertical context: The page addresses insurance renewals, mortgage follow-up and brokerage workflows.
Cons
- Not a software product: Buyers still need a third-party CRM and potentially a separate license.
- Custom implementation cost: Paid delivery is scoped only after the audit.
- Consulting dependency: Outcomes depend on discovery, process change and implementation work.
