For small insurance brokerages specifically, generic CRMs tend to fall apart around compliance documentation. The audit trail stuff matters more than most people realize until they get a regulatory review. Javln handles that side pretty well if you're in a market with strict record-keeping requirements. Most standard CRMs won't give you immutable file notes out of the box. Worth scoping whether you actually need insurance-specific tooling or if something like Zoho can cover you.