We are looking to see if there is interest in designing a customized solution for insurance agencies. It is me and a small specialized team of outsourcers I have worked with for a couple years. We mostly do middle-ware, but after a couple conferences, we realized that there isn't really a good solution out there for insurance agencies that is suitable for todays cloud environment (with the zillions of SaaS products). 

You will be expected to provide feedback and allow us reasonable time to address the issues (requests more like it) as they come up. We also want individuals who are technical (compliant smart), as we can customize the rules for territories and perhaps even certain modules to ensure compliance and reduce costs of audits, so if you can "model" your thoughts, you are our kind of client!

This will include modules for policy management (easily import policies and have the data populate), carrier tracking and management, customized workflow and reporting (Renewals, ER's,) // Agent management (for easily signing on or making agreements with other agents, that would include contract tracking, agent reports, interactions etc...), GROUp tracking, individual tracking, not to mention the numerous tasks associated with E&O requirements (remember, there is no such thing as "no activity"). 

Also looking at more specialized modules (currently only in investigative phase), of a commissions module plug-in for automatic field mapping, this will likely only be for Canadian carriers, but if the schema is similar in the States and there is interest, we would look at doing it there. We have only tested it in local setting, would need to test it in cloud environment. But it is really helpful as our bookkeeper just loves it. We spoke with Zoho on it, and I am not 100% this can be included in the CRM, may need to be a integration, but we would provide it free to small businesses who help us develop the proper entity maps.