About CRMDAY
20+ years of CRM expertise. Now dedicated to insurance.
For more than two decades, CRMDAY has designed and implemented CRM operations for companies of every size. For more than five years, that expertise has been focused on the U.S. insurance market, serving independent agents, agencies and FMOs through CRMDAY One and the operating design that makes it work.
20+
Years designing and implementing CRM operations
5+
Years serving the U.S. insurance market
EN · PT · ES
Languages we serve clients in
Our story
Many industries taught us. Insurance became our focus.
Brazil
Founded by Alex Mariano and Simone Figueira
More than 20 years ago, CRMDAY started in Brazil structuring CRM, sales and service operations, with a simple conviction: growth should come from structure, not from heroic effort.
Across verticals
Clients of every size and sector
We worked with companies across many verticals, from small teams to larger organizations. Different businesses, same lesson: friction rarely lives in the software. It lives in unclear ownership, invisible handoffs and processes nobody wrote down.
2021
Presence in the United States
In 2021 CRMDAY began operating in the U.S. For more than five years, our work there has been focused on the insurance market: health, ACA, Medicare, life and agency networks, where seasonality, compliance and retention make operating design decisive.
Today
CRMDAY One
Everything we learned became a product. CRMDAY One connects sales, clients, policies, communication, AI and commissions in one platform, backed by a team that understands how agencies actually run.
Insurance operations that trust CRMDAY
How we work
People → Processes → Technology.
A repeatable sequence we bring to every operation, from a single agent to an FMO. We start with the people, make the work visible and only then let technology amplify it. Never the other way around.
- 01
People
Clarify before automating.
Map the team, name decision rights and surface invisible handoffs between producers, service and back office. Most of the friction lives here.
- Roles and ownership
- Decision rights
- Handoffs between teams
- Capacity for the season
- 02
Processes
Make the work visible.
Design the few workflows that actually matter, from lead to renewal, and document them so they survive turnover and Open Enrollment volume.
- Pipeline blueprint
- Renewal and retention loops
- Service-level routines
- Quality and compliance checks
- 03
Technology
Amplify, never substitute.
Configure CRM, channels, automation and AI on top of clarity, not on top of chaos. That is the role CRMDAY One plays in every operation.
- CRM architecture
- Channel orchestration
- Automation playbooks
- AI where it earns its place
“Most insurance operations don't need more software. They need more structure.”
CRMDAY · operating principle
What we believe
Principles behind every engagement.
- 01
Structure before software.
Tools are downstream. Clarity is the first deliverable.
- 02
Make the work visible.
If a workflow can't be drawn, it can't be improved.
- 03
Amplify, never substitute.
Technology multiplies the operation it sits on, for better or worse.
- 04
Operate, don't decorate.
Dashboards nobody uses are noise. We design for daily use.
Work with us
Let's structure the next stage of growth of your insurance business.
Start a free trial of CRMDAY One or talk to our team about how your operation works today.