Two ways to work with us

Phi CRM is a complete platform for running an insurance brokerage, and we also generate real client leads from our own network of German insurance websites. Take the full toolkit, or just take the leads. Here is how each one works.

See every feature Read the full manual

Option 1 · The complete platform

Phi CRM: run your whole brokerage

One login for your clients, your pipeline, your website and your leads. Everything an independent broker needs to find, advise and keep clients in one place.

Client CRM

Every enquiry, client and policy in one place, with a full contact timeline.

Lead & pipeline management

Track every lead from first contact to signed cover through pipelines you control.

Lead marketplace

Buy and sell insurance leads with other brokers in a built-in marketplace.

Client portal

A secure portal where your clients message you and share documents.

Website builder

Build and host your own broker website. No separate tool needed.

GPHI leads included

Leads from our network sync straight into your pipeline automatically.

Option 2 · Just the leads

Leads from our network of sites

We run German Private Health Insurance and a network of related German insurance and expat websites. Every day, people looking for private health cover (PKV) and other insurance send us their enquiry. As a partner broker, those enquiries come to you as leads. Real people who have asked to be advised.

Inside the full Phi CRM

Register for Phi CRM and your GPHI leads sync straight into your pipeline, alongside everything else. This is the best option if you want to manage your whole brokerage with us.

Leads only

Just want our leads and not the full CRM? Apply to become a GPHI lead partner. You get a simple portal to receive and work the enquiries, sign the partnership contract, and go live.

Apply for GPHI leads

To be clear: applying at the "Leads only" link signs you up to receive GPHI leads. It is not the full Phi CRM. If you want the CRM, pipelines, marketplace and website builder, choose Register for Phi CRM above (your GPHI leads are included there too).

Which is right for you?

Both start free to explore. You can always upgrade from leads-only to the full CRM later.

Full Phi CRM

Run your whole brokerage with us.

Client CRM & contact timeline
Lead & pipeline management
Buy & sell lead marketplace
Client portal
Website builder
GPHI leads synced in

GPHI leads only

Just receive leads from our network.

GPHI leads from our network
A simple portal to work them
Partnership contract & go live
Full CRM & pipelines
Lead marketplace
Website builder

Apply for GPHI leads