Wishing our clients a happy Christmas and a prosperous New Year!
Please note we are closed from 25th-28th December and on 1st January, with reduced opening hours from 9:30-14:00 on 24th and 29th-31st December.

User Guides

Below you can find a series of user guides to aid with your experience of the CRM portal. Please contact us should these guides not answer your queries: enquiries@crminsurance.co.uk.

Learn how to backdate your quotes on the CRM system.

This user guide teaches you how to share your account with colleagues, and how they can share their accounts with you.

Learn how to retrieve your quotes on the CRM system.