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 your 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.

Give your insurance agency an edge

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.

Accelerate sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs

Track key metrics

  • Create graphical data visualizations to reveal insights and monitor progress towards your goals
  • Share data across teams in easily digestible formats so your teams 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

Blog Posts

See more blog posts

Best CRM for Insurance Agencies: Serve Your Clients, Grow Your Business

Insurance agencies strive to bring value to their customers and provide peace of mind in life’s biggest moments. Whether you’re focused on auto, home, life, or health insurance, every situation is unique and every customer has distinct needs. In order to deliver the best possible experience, you need to provide the right coverage at the right time — and let your clients know you’re looking out for them.

Customer relationship management (CRM) software can help insurance agencies solve some of their biggest challenges. In this blog post, we’ll explore how a CRM can help you win more business, generate higher revenue, and develop lasting customer relationships — and why Insightly is the best CRM for insurance agencies.

Here’s a preview of what we’ll cover:

  • Why your insurance agency needs a CRM
  • How a CRM can improve your insurance business
  • 3 CRM features insurance agents value most
  • CRM options to support insurance agencies
  • Why Insightly is the best CRM for insurance agencies

Full text

Why your insurance agency needs a CRM

Competition is fierce in the insurance business. Success often comes down to strong relationships, and relationships are built on trust. For insurance agents and brokers, that means understanding your customers at a deep level, so you can send timely communications, make relevant product recommendations, resolve claims quickly, stay on top of renewals, and create a great experience.

At the same time, every second matters. Slow responses and inefficient processes can send your potential customers to another provider. The bottom line is, you can’t deliver the prompt, personal service customers expect if you’re still relying on spreadsheets, file folders, and outdated software. You need a powerful tool to organize and manage your customer data, streamline processes, and deliver insights you need to convert more prospects into customers. That’s where a CRM comes in.

A CRM is a single platform software for insurance agents and insurance brokers that automates insurance processes and simplifies complex workflows. It can eliminate manual data entry and other tedious tasks, leaving agents free to address their customers’ needs. The best CRM for insurance companies can help agents organize potential clients, prospects and leads, can help with contact management within their book of business, manage policies and claims, and communicate with customers — without unnecessary delays. It can also help post-sale with claims management within the different insurance policies. It also improves agency efficiency by creating consistent processes and ensuring tasks are assigned to the right person.

How a CRM can improve your auto insurance business

Let’s look at a few of the many ways the key features of a CRM can help your insurance firm.

Centralized account management: Insurance agencies deal with a lot of data, including customer details, policy information, communication histories, actuarial figures, claim records, and more. A CRM helps you centralize all this data in a single system that can be accessed by any team member, at any time — providing a much deeper understanding of each account.

Pipeline and lead management: In a busy agency, it’s critical to know where every potential deal stands, and what steps should be taken to move each prospect forward. A CRM provides real-time visibility into your sales activity and the status, value, and pipeline stage of every account. Lead management functionality puts data at your agents’ fingertips so you can manage sales pipelines and business growth, and use custom workflows help them track, manage, and nurture deals more effectively.

Process automation: Tedious, manual tasks — and the inevitable human errors that come with them — can be a big drain on your agency’s resources. A CRM with sales automation can help you define specific processes and automate common insurance activities, like policy renewals, claim processing, and marketing campaigns — so agents can focus on the human elements of serving your customers.

Workforce productivity: In a complex business like insurance, it can be difficult to know where to focus your attention at any given time. A CRM provides integrated task management capabilities that can boost an agency’s efficiency and productivity. Each team member’s tasks are consolidated in a single view, serving as a systematic guide to the workday.

Reports and analytics: A CRM is the ideal software for insurance agencies because it helps with everyday agency management. It can provide detailed insights into every aspect of your insurance operations in your insurance agency, using customized dashboards and reports to make informed decisions about your business. For example, you might want to know which agents are more productive, how much business you closed last month, or which communications get the best customer response. You might want insight into which agents have the best client management practices. With this information, you can make real-time, data-driven decisions to drive better business outcomes regardless of your insurance sector.

3 CRM features life insurance agents value most

Almost any company can benefit from the addition of a CRM, but these are some of the most useful CRM features for insurance agents and brokers:

Workflow automation: Most insurance agents spend too much time on data entry, paperwork, meeting follow-up, and other tedious, manual work. These repetitive tasks are a serious drain on your agency’s productivity — and they keep agents from more profitable activities like winning new business. A CRM lets you automate tasks, build streamlined workflows, and define processes to be followed across your organization. Not only does this improve overall efficiency, it also ensures a consistent experience for every customer.

Email functions: Today’s insurance agents rely on email for most communications — including cold outreach to new leads, follow-ups with prospects, messages related to claims, and nurturing existing client relationships. A good CRM reduces the manual effort needed to organize and send email communications, by allowing you to create templates and automate messages based on pipeline status. You can also manage communications directly from the CRM, eliminating the need to bounce between multiple tools. The best insurance CRM will even track email metrics in real time and notify you when a message is opened.

Mobile app: Insurance agents are always on the go, but they can’t be out of touch when they’re away from the office. The best CRM for insurance will include a mobile app with all the functionality of the full CRM tool, so agents can:

  • View dashboards from any location
  • Keep track of calendar events and appointments
  • Send and manage email communications
  • Scan business cards and convert them to a CRM record
  • Manage leads, opportunities, and contacts
  • Access up-to-date customer information at any time

CRM options to support insurance agencies

Today’s insurance agents rely on a variety of industry-specific software tools, including specialized applications for different types of insurance. While a CRM is not a replacement for all insurance software, its robust functionality may allow agencies to streamline their tech stack and eliminate some single-purpose point solutions.

Insurance companies have many options for CRM technology, but every CRM solution is different. Some systems are expressly designed for the insurance industry, while others are flexible enough to support any type of business. Some attempt to solve all your software needs in a single product, while others are built to integrate with the tools you use every day.

Here are a few examples:
Alpha Agent CRM, ProducerMAX, and MedicarePro CRM are software packages built specifically for insurance agents. While this may seem like an advantage, the feature set of these industry-specific systems is often limited, and customization can be costly. Because of their relatively small user base, it can be difficult to find expert consultants to help with things like system configuration and ongoing support.

HubSpot CRM claims that its CRM platform provides all the tools you need for marketing, sales, customer service, and content management. However, because it’s a closed system, HubSpot is most effective when your organization uses the entire platform. Once you outgrow one part of the solution, it becomes challenging to get full value from your investment.

Zoho CRM promotes its CRM system as a refreshingly simple solution with no hidden costs. However, it offers limited customization options and third-party integrations can be difficult. In addition, the Zoho suite is not built on a unified data platform — which means that individual apps within the product may not work together seamlessly.

Insightly CRM Insightly offers a modern, flexible CRM that’s simple to set up and built to scale with you as your business grows. Pipeline management and lead tracking tools provide a real-time view into where every deal stands so you can take the right action at the right time. Insightly’s unified data platform keeps your entire team aligned to deliver an outstanding customer experience. And with AppConnect, it’s easy to connect your CRM with other important business tools.

Why Insightly is the best CRM for insurance agencies

Insightly is the CRM of choice for modern, high-growth insurance agencies. Here are just a few of the many reasons why insurance firms choose Insightly:

  • Insightly offers powerful, flexible functionality that can be easily customized to meet your unique business needs.
  • Insightly’s workflow and process automation capabilities let you streamline repetitive tasks and reduce manual effort so your agents can focus on what matters most.
  • Insightly provides centralized account management in a single database to easily collect, store, and manage customer data.
  • Insightly’s built-in email functions let you manage all your communications within the CRM to ensure a seamless customer experience.
  • Insightly’s robust data privacy and compliance features include SOC 2 accreditation, HIPAA compliance, EU/US Privacy Shield and GDPR compliance, sophisticated encryption, and more.
  • Insightly has powerful analytics tools, including customizable reports and dashboards to enable smart, data-driven decisions.
  • Insightly’s easy-to-use mobile app keeps agents connected from anywhere, with real-time access to customer data, dashboards, calendars, email functions, and more.

Insightly is built to handle the complexities of the insurance industry — and it’s designed to grow along with your company. Start with Insightly CRM and leverage the power of Insightly AppConnect to integrate with your existing databases, calendars, chat tools, accounting systems, and more. As your business expands, you can add Insightly Marketing for lead generation and management, or Insightly Service to help with customer support.

Best free CRM for insurance agents

Ready to learn more about what Insightly CRM – the best CRM for insurance – can do for your insurance agency? Read these customer stories to see how Insightly helps companies like Fringe Benefit Plans, Inc. and Fleury Risk Management to simplify operations, improve customer experience, and deliver better business results. Then request a personalized demo to see Insightly in action or start a free trial to access Insightly for free forever for up to 2 users.