Track the full policy lifecycle, automate the carrier and client email that runs your day, and never let a renewal slip — even when your carriers don't speak IVANS.
Runs a real yacht book every day. No spreadsheet exports, no Monday.com glue.
Built around the carriers marine brokers actually place with
The big platforms assume IVANS download and admitted carriers. Marine brokers live in a different world — and end up running the book on spreadsheets and sticky notes.
Most yacht risk is placed with London-market MGAs. There is no automated download — every quote, binder, and endorsement arrives as an email and a PDF. MarineCRM reads them.
Hundreds of policies across a dozen carriers, each with its own format, fee, and nav-limit language. A shared sheet can't tell you what's bound, what's quoted, and what was declined.
Marine policies don't auto-renew. Miss the window and the client is uninsured at sea. The pipeline has to surface what's due, what's at risk, and what's already chased.
Every surface a marine broker touches — from first inquiry to bound policy to next year's renewal.
Inquiry, quote, application, binder, cover note, endorsement, renewal — tracked as one continuous record per vessel, not scattered across inboxes.
Inbound carrier and client mail is classified and matched to the right file, then drafted in your voice — binders, cover notes, endorsement requests, renewal outreach. You review and send.
Every policy's expiry, scored by time pressure, chase status, and premium at stake. Overdue and at-risk renewals rise to the top before the client notices.
See which carriers quote, bind, and decline — and why. Decline reasons mined from the corpus tell you where to place the next risk before you submit.
ACORD-25 certificates of insurance generated from the policy on file — for a marina, a lender, or a charter — without retyping a thing.
Premiums, hull IDs, effective dates, and nav limits parsed straight out of carrier cover notes and binders. The system reconciles the record so your data stays true.
MarineCRM was built by a working yacht-insurance specialist, not a software vendor. Every feature exists because a broker needed it that morning.
Hanham Insurance Agency runs their entire book on it today: London-market formats, hurricane nav limits, survey subjectivities, named operators, broker fees. The things a generic AMS makes you fight.
Applied Epic, AMS360, EZLynx and HawkSoft are built for admitted P&C — they can't download the London-market carriers a marine book runs on. See the head-to-heads:
MarineCRM vs Applied Epic vs Vertafore AMS360 vs EZLynx vs HawkSoft vs CaptaIMS vs Salesforce FSC vs NowCerts Applied Epic alternatives
If you place yacht, boat, or marine risk and you're tired of spreadsheets and missed renewals, let's talk.
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