Insurance CRM

Unify Your Agency With The #1 CRM for Insurance

Insurance agents unify their business around their customers with Insightly

Caring for your clients is getting more difficult

Staying up to speed on so many life changes for your valued clients isn’t easy.

Helping your clients have peace of mind is your focus. Whether it’s life, auto, home or any other type of policy, your clients want to know you’re looking out for them.

During the pre-sale phase, you need to understand our prospects and respond quickly with the right lines. Post-sale, you must regularly check in. New baby? New driver? New spouse? You want to provide the right coverages at the right time.

Great agents always bring value to clients, but in today’s world, it must go hand-in-hand with technology. Spreadsheets, folders, and dated tools aren’t going to cut it. You’ve got to up your game.

Insurance Agencies grow faster with Insightly

Agencies that deliver a unified customer experience are winning more clients, generating higher revenue, and retaining clients longer. You need the technology to support your team and make this possible.

Insightly Marketing

Marketing automation helps agencies attract site visitors, convert them to prospects, and run marketing campaigns at scale.

Insightly CRM

An insurance CRM helps agencies streamline sales processes, improve profitability, and create long-term customer relationships.

Insightly Service

Provide great customer service with Insightly Service, a ticketing application that includes a convenient client portal, knowledge management and insights for your agency.

“Insightly has really helped us hold our teams accountable and forecast our business more effectively.”
Cory Craig
Analyst, Mediconnect

“Anyone can go into Insightly, search for a contact or company and quickly get up to speed. This has provided a much deeper understanding of each account and will help us further improve customer satisfaction.”
Bob Gravely
COO, Fringe Benefit Plans, Inc

“Dashboards keep users informed about the status of each deal,” Fleury said. “We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage.”
John Fleury
President, Fleury Risk Management

Give your insurance agency an edge

See how the right insurance CRM platform can align your agency’s teams and better serve your clients.

The CRM features that Insurance Agencies love

A CRM will do wonders to organize any business. At its core, it’s a central data repository and a single source of information for your business. However, it’s these features in particular that help insurance agencies thrive.

Easy pipeline management

Your lines of business means you have multiple types of leads. Insightly helps you organize and track them all per client and/or per coverage type.

Automate workflows to end busy work

Repetitive processes cost agents time when they could be meeting with more clients and closing more deals. Insightly automates these workflows so you can free up time and be sure that no steps are missed.

Convenient dashboards to track key metrics

Create graphical data visualizations to reveal insights and monitor progress towards your agency’s goals. Share data across teams in easily digestible formats so your agents, support staff and leadership are all on the same page.

Integrate with all the apps your agency uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center of your insurance agency.

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your insurance agency an edge