Security-First CRM
for Insurance Professionals
Producer.Directory represents a fundamental reimagining of customer relationship management for the insurance industry. We recognize that traditional CRM systems were built for an era that prioritized data collection over data protection—an approach incompatible with modern privacy regulations and consumer expectations.
As a licensed insurance producer, your reputation and licensure are your most valuable assets. Our platform eliminates the risk of accidental compliance violations by architecting privacy protection into every feature.
You cannot inadvertently violate TCPA, GDPR, or CCPA because the system prevents unauthorized data access at the infrastructure level. This isn't a policy—it's cryptographic enforcement.
Your clients entrust you with their financial future. That trust extends to how their personal information is handled. Our zero-knowledge proof architecture ensures client data never exists in a vulnerable state.
Contact information is released only through verified consent during live phone conversations. No databases to breach. No lists to sell. No information to compromise.
Our Philosophy: Security and privacy are not features to be added—they are foundational principles that inform every architectural decision. We built this platform to serve agents who understand that protecting client information isn't just good practice; it's a professional and legal imperative.
Producer.Directory exists at the intersection of regulatory compliance, cryptographic security, and practical usability. We don't ask you to choose between productivity and protection—we deliver both through thoughtful design.
Built by insurance professionals, secured by cryptographers, trusted by agents who value compliance as much as conversion.
Real-Time Synchronization
Experience instant updates across all your devices. Changes made on your desktop appear immediately on your mobile device. Salesforce data syncs in real-time without manual intervention.
Updates flow seamlessly between platforms without conflicts
Work from any device with perfect data continuity
No waiting, no lag, no frustration
Never Miss a Renewal
Our intelligent compliance system monitors every license, contract, and appointment across all 50 states. Receive alerts well in advance of expiration dates with automated renewal reminders.
Track all your licenses in one centralized dashboard
Email, SMS, and in-app notifications before deadlines
Stay informed of changing requirements by state
Data-Driven Insights
Transform your business data into actionable intelligence. Comprehensive reporting reveals patterns, identifies opportunities, and helps you make informed decisions about your book of business.
Complete Network Visibility
Manage your entire upline and downline structure with full transparency. Track production, manage commissions, and collaborate across your organization.
All 50 States, One Platform
Seamlessly manage licenses, contracts, and business operations across every state. Our platform understands the unique requirements of each jurisdiction.
Bank-Level Protection
Your data is protected by the same encryption standards used by major financial institutions. SOC 2 compliance ensures our security measures meet the highest industry standards.
Military-grade encryption for data at rest and in transit
Independently audited security controls and processes
We can't access your data even if we wanted to
Continuous monitoring and third-party penetration testing
See It In Action
Experience the power of a purpose-built CRM for insurance producers
Privacy-First Architecture
Built on zero-knowledge proof technology to protect both agent and client identities
Zero-knowledge proof is a cryptographic method that allows one party to prove they possess certain information without revealing the actual information itself. In Producer.Directory, this means we can verify your credentials, licenses, and qualifications without ever storing or exposing your personal data or your clients' sensitive information.
Think of it as a digital vault where the key exists, the lock works, but no one—not even us—can see what's inside. We verify authenticity without accessing content.
When you receive a lead, you do not get immediate access to personal information. No phone numbers, no email addresses, no names—until explicit consent is given.
This protects both parties: clients know their information won't be misused, and agents operate within strict legal compliance from day one.
Contact information is released exclusively over the phone through our partnered phone providers. Clients verbally consent to share their details during a live conversation.
This creates an auditable, legally compliant trail while ensuring clients maintain control over their information at every step.
Privacy Benefits
Clients' personal information never enters a database vulnerable to breaches.
No unsolicited contact. No data selling. Complete control.
You cannot accidentally violate TCPA, GDPR, or CCPA regulations.
Built-in legal compliance protects your license and reputation.
Even if our servers are compromised, there's no personal data to steal.
Zero-knowledge architecture makes us an unattractive target.
Instead of paying per lead, you earn in-app credits based on your performance metrics. This aligns incentives and rewards quality agents.
Call duration, engagement quality, and response time earn you credits
Licensing status, carrier relationships, and specializations increase your bid power
Higher close rates mean more credits and access to premium leads
How It Works: Use your earned credits to bid on leads that match your expertise. Better agents get better leads. Everyone stays compliant. Clients stay protected.
Transparency in Privacy
You cannot store client information without explicit consent. This is by design and enforced by our system architecture. It's not a limitation—it's a legal safeguard.
All contact information is gated by phone verification. You must have a live conversation through our partnered phone system before any personal data is revealed.
Credits are earned, not purchased. This ensures only qualified, compliant agents gain access to leads, protecting both clients and the insurance industry's reputation.
We partner with leading phone service providers to deliver secure, compliant communication channels. Every call is protected, every consent is documented, and every agent operates within the law.
Seamless Integrations
Connect with the tools you already use