Insurance CRM Template — Ledger-Style Book of Business

Evergreen Book is an insurance agency CRM template built around the metaphor of a well-kept ledger. Its design character is steady and trust-forward: deep evergreen surfaces against paper tones, a 240px sunken sidebar whose active section is marked by a crisp 3px bar, serif titles that read like ledger headings, and full-width policy tables ruled with clean lines and set in tabular numerals so premium and date columns always align. Gold is rationed to a single premium accent per view, keeping every screen calm and legible under heavy data.

The template ships six screens: an Agency Dashboard that summarizes the book of business at a glance, a Policyholders index with those ruled full-width tables, a Renewals view for tracking upcoming expirations, and a complete auth flow — Sign in, Create account, and Reset password. Opening any record slides its full detail into a 480px right-side panel, so agents never lose their place in the table while reviewing a client.

Because this is a webapp-class template, it is a real application UI that binds to live data when remixed, not a static brochure. It suits independent insurance agencies, brokerages, and financial services teams who need client, policy, and renewal management to feel dependable rather than flashy. Its structure converts because it mirrors how agents actually work: scan the book, filter to what needs attention, drill into one record, and act — all without leaving the flow.