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Protecting CRM systems professionals with specialist insurance from less than £55* per year
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Get a QuoteOur standard cover is:
As a CRM systems consultant, having the right insurance is crucial to protect you when implementing and managing customer relationship management platforms for clients. Our policies cover risks like data loss, security breaches and systems failures that could expose businesses to substantial losses.
For example, you may be liable if a flaw in your CRM integration work leads to a leak of sensitive customer information or lost sales data that damages a company’s operations. Our insurance covers the risks so you can focus on delivering robust CRM solutions without worry.
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Trusted for over 40 years We’ve been providing insurance to businesses since 1984
Financial Strength Insurance provided by a Standard & Poor’s ‘AA- Stable’ rated insurer
Our Professional Saver Insurance (Covea) has been independently rated 5 Stars by Defaqto – the highest possible rating, awarded to excellent products with a comprehensive range of features and benefits.
Complete our simple quote form with basic details about your business.
Get an instant quote & choose any optional covers you may need.
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CRM systems insurance protects technology consultants who supply, configure and manage platforms that help businesses track interactions and manage customer relationships. Services include:
However, risks arise from mistakes like botched integrations, misconfigured access rights, flawed data structures or gaps in staff training. These could all negatively impact client operations, leading to lost sales opportunities, reduced productivity or data breaches.
Our tailored policies cater to these risks so CRM systems consultants can confidently deliver projects, safe in the knowledge they are protected if issues emerge for clients relying on their work.
With businesses depending on CRM systems to manage vital customer data and sales interactions, any failures or data losses caused by errors in their configuration or integration can severely impact operations. The financial implications make consultants vulnerable to substantial claims.
Just one oversight leaving a CRM platform flawed or its vulnerabilities exposed could cripple a business through lost revenue and reputational damage. Our specialist optional professional indemnity insurance covers the extensive financial claims consultants would face in scenarios like this.
Our CRM consultant policies can protect against:
Public Liability:
Covers any injury or property damage occurring while you conduct CRM work:
Professional Indemnity (optional):
Covers financial losses clients face from flaws in CRM work like:
Legal Expenses:
Provides specialist legal advice and representation if you face civil claims or regulatory investigations over data loss, negligence or service complaints related to CRM work.
We offer varying cover levels to choose from to fit your specific business needs. Simply fill out our quick online form for your quote.
We can extend your core CRM systems insurance policy to protect any freelance developers, platform specialists or project consultants you hire. This provides coverage for anyone operating under your business identity.
* Total number of live policies as of 31/10/2025
CRM consultants are vulnerable to substantial negligence claims because clients rely on their work to manage essential customer data safely while enabling sales productivity.
Just one oversight leaving a platform misconfigured or its data vulnerable could enable hacking attacks, breaches of sensitive information or losses of vital commercial data. All these scenarios can severely financially impact client businesses.
Examples of losses we cover include:
We cover all core CRM consultancy work:
Essentially, we cover claims resulting from standard delivery work.
Yes – our policies can be extended to cover contractors and freelancers conducting CRM work under your business identity, ensuring you and any third-party personnel are fully protected if issues emerge.
From only£55per year From only£55per year From only£55per year 
From only£55per year From only£55per year From only£55per year From only£55per year 
