The Complete CRM for Insurance Agents & Agencies
Manage clients, automate follow-ups, track policies, and grow your insurance business with the #1 CRM built specifically for insurance professionals.
+10k
Trusted by insurance professionals nationwide
Built Specifically for Insurance Professionals
Unlike generic CRMs, we understand the unique needs of insurance agents and agencies. Every feature is designed to help you sell more policies and retain more clients.
Client Management
Track all client interactions, policies, renewals, and family members in one centralized database.
Renewal Reminders
Automated alerts for policy renewals ensure you never miss an opportunity to retain business.
Commission Tracking
Track commissions, sales performance, and revenue with detailed analytics and forecasting.
Everything You Need to Succeed
Purpose-built tools for insurance agents and agencies
Client Management
Track all client interactions, policies, renewals, and family members in one centralized database.
Renewal Reminders
Automated alerts for policy renewals ensure you never miss an opportunity to retain business.
SMS & Email
Communicate with clients via text and email directly from your CRM with automated sequences.
Appointment Scheduling
Let clients book consultations online with automatic calendar sync and reminders.
Policy Tracking
Monitor all policies, coverage details, premiums, and renewal dates in one dashboard.
Commission Reports
Track commissions, sales performance, and revenue with detailed analytics and forecasting.
Quote Funnels
Create high-converting landing pages for instant quote requests and lead capture.
Workflow Automation
Automate follow-ups, birthday wishes, policy reviews, and cross-sell opportunities.
Call Tracking
Record calls, track outcomes, and analyze conversations to improve your sales process.
Forms & Surveys
Collect information with custom forms, risk assessments, and client satisfaction surveys.
Social Media Tools
Schedule posts, engage prospects, and build your personal brand across social platforms.
Referral Tracking
Track referral sources, reward advocates, and build a systematic referral program.
Your Insurance CRM Dashboard
Watch how easily you can manage clients, track policies, and automate your entire workflow in one powerful platform.
Insurance CRM
Get Started in Minutes
Simple setup, powerful results
Import Your Clients
Upload your existing client list from spreadsheets or other CRMs. We'll handle the rest.
Customize Your Workflow
Set up automated reminders, email sequences, and personalized communication templates.
Grow Your Book
Focus on selling while we handle follow-ups, renewals, and client engagement automatically.
Built For Every Insurance Professional
Whether you're an independent agent or running a large agency, we've got you covered
Independent Agents
Manage your book of business, automate follow-ups, and grow your client base without hiring staff.
Insurance Agencies
Coordinate multiple agents, track team performance, and scale operations efficiently.
P&C Agents
Manage home, auto, and commercial policies with specialized workflows and reminders.
Life & Health Agents
Track policies, manage renewals, and nurture long-term client relationships.
Medicare Specialists
Navigate AEP season with automated reminders and efficient client communication.
Benefits Brokers
Manage group accounts, track renewals, and coordinate with HR departments.
Choose Your Perfect Plan
No long-term contracts. Cancel anytime.
Standard
For Individual Agents
Features:
- Facebook Messenger
- 2-Way Text and Email Conversations
- Gmail or Outlook Integration
- Web Chat
- Reputation Management
- Calendar
- Forms
- CRM
- Missed Call Text Back
- 1 Seat
Professional
For Growing Agents
Features:
- Everything in Standard +
- Opportunities
- Social Planner
- Funnels
- Workflows
- Trigger Links
- Surveys
- $25/mo Telephony Credits*
- 5 Seats
Premium
For Agencies & Teams
Features:
- Everything in Professional +
- Memberships
- SMS/Voice Templates
- All Reporting
- Email Marketing
- Auto-assignment Automations
- Websites
- $50/mo Telephony Credits*
- Unlimited Seats
Program Pricing Available
Standard
$29.99/month
+ $150 Setup Fee
Professional
$99.99/month
+ $500 Setup Fee
Premium
$199.99/month
+ $1500 Setup Fee
Trusted by Insurance Professionals
See what agents are saying about us
"This CRM has revolutionized how I manage my insurance business. The renewal reminders alone have increased my retention rate by 40%!"
"As an agency owner, being able to track my team's performance and automate client communication has been invaluable. Highly recommend!"
"The automated workflows save me 15 hours per week. I can now focus on what I do best - helping clients find the right coverage."
Frequently Asked Questions
What is the setup fee for?
The $150 setup fee is a one-time payment that covers your account configuration, data migration assistance, initial training, and ongoing support setup. This is non-refundable.
How does the 5-day free trial work?
Start your trial with just the setup fee. You won't be charged the monthly subscription until your 5-day trial period ends. You can cancel anytime during the trial with no additional charges.
Can I import my existing client data?
Yes! You can easily import your client data from spreadsheets, other CRMs, or databases. Our team will help you with the migration process during setup.
What are complimentary telephony credits?
Professional and Premium plans include monthly credits for calls and SMS messages. Professional gets $25/month, Premium gets $50/month. Additional usage is billed at standard rates.
How many team members can I add?
Standard includes 1 seat, Professional includes 5 seats, and Premium includes unlimited seats for your entire agency team.
Is there a long-term contract?
No contracts required! You can cancel your subscription at any time. We believe in earning your business every month with exceptional service.
Ready to Transform Your Insurance Business?
Join thousands of insurance professionals using our CRM to grow their book of business.
5-Day Free Trial • No Credit Card Required • Cancel Anytime