What is Insurance CRM?

Insurance CRM is a CRM built for independent insurance agencies. It puts calling, texting, email, automatic carrier quotes, policy service, AI agents, workflow automation and sales reporting on one contact record, so your agency runs from one platform instead of carrier portals and spreadsheets.

Which carriers does it quote?

Today it quotes and pulls policy data from Progressive and National General, with more carriers on the way. Quotes run automatically in the background and the premiums are waiting on the contact before you call.

What do the AI agents do?

An AI voice agent answers and qualifies calls, and AI text and email agents reply to leads and book callbacks, on the after-hours schedule you set. AI can also make outbound calls and texts, and an insurance quoting agent runs your carrier quotes.

Does it replace my agency's phone system?

Yes. It is a VoIP phone system made for an insurance sales floor: a browser phone that rings every agent at once, desk phones and an iPhone app on your agency numbers, drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID.

What does insurance automation look like here?

Workflows start from a trigger, such as a new Facebook lead, and run timed text, email and AI-call sequences. Renewals and cancellations are flagged from carrier data, and a sale records itself when the carrier reports the policy.

Is there a mobile app?

Yes. The iPhone app has calls, texts, voicemails, contacts, the calendar and reports, on your agency numbers.

How can I try Insurance CRM?

Open the live demo to explore a sample agency with no sign-up, book a walkthrough, or join early access for a 30-day free trial at launch.

The AI-powered insurance CRM for independent agencies

Run your insurance agency from one platform.

Calls, texts and emails. Quoting portal and agency downloads. AI agents.

Try the live demo Get early access Book a walkthroughSee every feature

30 days free at launch
No credit card
Built by an agency owner

Starting at $199/month

Quotes and policy data from the carriers you already sell

ProgressiveNational GeneralMore on the way

Our story

Built by someone who has run an agency.

Insurance CRM was developed by a 20-year insurance veteran who has owned, operated and sold insurance agencies. Every screen comes from the inside of a working agency — the calls, the quotes, the renewals and the sales reports — not from a software company guessing how agencies work.

20 years: in the insurance business
Owned & sold: insurance agencies
Used every day: in a working agency

Insurance agency software

Everything your insurance agency runs on, in one place

Calls, texts, quotes, policies, service, AI agents and sales reports live on the contact — nobody hunts through carrier portals or spreadsheets again.

Insurance phone system & calling

A phone system made for a sales floor.

Browser phone that rings every agent at once
Desk phones and the iPhone app on your agency numbers
Drag-and-drop call parking, warm and cold transfers
Call recording and transcribed voicemail
Branded caller ID — customers see your agency, not “Spam Likely”
Click to call from any contact; every call logged

Texting & email

Every conversation, on the contact.

Two-way texting from your agency number
Registered for business texting, with opt-outs and quiet hours handled
Email from your own domain with signatures and saved snippets
Calls, texts and emails on one contact timeline
Desktop alerts for new texts and missed calls

Insurance quoting automation

Quotes that run themselves.

Automatic quotes on all your carriers
Facebook lead ads quoted the moment they arrive
Premiums waiting on the contact before you call
Open any quote in the carrier portal in one click — search filled in
Save a quote from the carrier portal back to the contact

Policies & service

Service requests done while they're on the line.

Policies, coverages, vehicles and drivers pulled from your carriers
Email ID cards straight from the contact
Certificates of insurance — create, send and track
Documents out for e-signature
Renewals and cancellations flagged automatically

Insurance agency reporting

Know your numbers without building a spreadsheet.

Sales, calls, policies and carrier activity in one place
Sales recorded straight from your carriers' reports
Daily, weekly, monthly and year-to-date sales
New business, renewals and cancellations from your carriers
Call stats and agent activity
Agency profit and loss, with producer pay
A nightly email report for the team

Insurance AI & automation

Follow-up that never forgets.

Workflows: triggers with timed text and email sequences
An AI voice agent that answers and qualifies calls
AI text and email agents that reply and book callbacks
After-hours coverage on the schedule you set
Tasks and reminders for the whole team

Team & iPhone app

Your agency, wherever you are.

iPhone app with calls, texts, contacts, calendar and reports
Calendar and appointments on every contact
Roles for agents, supervisors and owners
Duplicate contacts caught and merged
A Chrome helper that fills carrier logins and keeps portal sessions alive
Lead forms from Facebook flow straight in as contacts

Integrations

Works with the carriers and tools you already use

Quotes and policy data from your carriers, leads from Facebook, and email and calendars from Google or Microsoft, all on the same contact record.

Progressive
Automatic quotes, policy data and ID cards
National General
Automatic quotes and policy data
Facebook Lead Ads
New leads arrive as contacts in seconds
Gmail & Google Calendar
Each agent's email and calendar, synced
Outlook & Microsoft 365
Each agent's email and calendar, synced
Desk phones
SIP desk phones ring on your agency numbers
iPhone app
Calls, texts and voicemails on your agency numbers
Spreadsheets
Import your existing contacts

Insurance automation

From lead to policy without the busywork

1
A lead comes in
From a Facebook lead ad, your website or a phone call — it lands on a contact with everything the carriers ask for.
2
It's quoted for you
Insurance CRM runs your carrier quotes in the background and puts the premiums on the contact.
3
You call and close
One click to call or text. When the carrier reports the policy, the sale records itself.

Want the playbook behind it? Start with how fast to call a Facebook insurance lead, A2P 10DLC registration for insurance agencies and what AI can and can't do for an insurance agency, or browse all our guides for insurance agencies.

FAQ

Insurance CRM, AI and automation: what agencies ask

What is Insurance CRM?: Insurance CRM is a CRM built for independent insurance agencies. It puts calling, texting, email, automatic carrier quotes, policy service, AI agents, workflow automation and sales reporting on one contact record, so your agency runs from one platform instead of carrier portals and spreadsheets.
Which carriers does it quote?: Today it quotes and pulls policy data from Progressive and National General, with more carriers on the way. Quotes run automatically in the background and the premiums are waiting on the contact before you call.
What do the AI agents do?: An AI voice agent answers and qualifies calls, and AI text and email agents reply to leads and book callbacks, on the after-hours schedule you set. AI can also make outbound calls and texts, and an insurance quoting agent runs your carrier quotes.
Does it replace my agency's phone system?: Yes. It is a VoIP phone system made for an insurance sales floor: a browser phone that rings every agent at once, desk phones and an iPhone app on your agency numbers, drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID.
What does insurance automation look like here?: Workflows start from a trigger, such as a new Facebook lead, and run timed text, email and AI-call sequences. Renewals and cancellations are flagged from carrier data, and a sale records itself when the carrier reports the policy.
Is there a mobile app?: Yes. The iPhone app has calls, texts, voicemails, contacts, the calendar and reports, on your agency numbers.
How can I try Insurance CRM?: Open the live demo to explore a sample agency with no sign-up, book a walkthrough, or join early access for a 30-day free trial at launch.

Early access

Be one of the first agencies on Insurance CRM.

We're opening Insurance CRM to a small group of agencies before launch. Join the list and your agency gets a 30-day free trial when your spot opens.

30 days free when your spot opens
No credit card to join the list
Your feedback shapes what we build next