Everything You Need to
Succeed—In One CRM
Client & Policy Management
Comprehensive client profiles, policy tracking, and document management all in one secure platform designed for independent agents.
Authorized Without the Overhead
Get carrier appointments and access to top insurance products without the administrative burden of traditional agencies.
Compliance Dashboard
Stay compliant with automated tracking, license management, and regulatory updates specifically tailored for independent agents.
Agents Like You Are
Growing Faster with Zinc
"I've never used a CRM before, because I found them too overwhelming. This is so easy to use and it's organized exactly how I think."
Michael Davis
Independent Agent
"It's super simple to create a lead, track communication, and monitor where each lead is in my sales pipeline."
Jessica Martinez
Independent Agent
"The agent dashboard is clear, and the prospect can see their appointments and contracts easily."
Chris Johnson
Independent Agent
"The agent portal is all automated, I don't have to worry about compliance requirements."
Rachel Brown
Independent Agent
See Zinc in Action
(2-Minute Demo)
Flexible Plans to Fit Your Needs
14-Day Free Trial Included
Try Zinc CRM risk-free and see the difference it makes
Solo Independent Zinc Agent Plan
per month/agent, billed monthly
Perfect for agents just getting started, appointing through Zimco Financial
Including
- Lead management
- Basic CRM features
- Email support
- Unlimited contacts
- eApp submission, Quoting for Final Expense, Term, Annuities, Life and more
Phone System Add-On
Get a dedicated phone number with area code of your choice (786 for FL, 914 for NY, etc.)
per phone number/month
per minute (inbound & outbound)
Note: Phone system costs are separate from base plan pricing and billed based on usage.
Choose your preferred area code when setting up your phone number.
