CRM for insurance agencies
An insurance agency CRM that wins the quote and keeps the renewal
Answer every quote request the moment it arrives, track each household's policies and renewal dates, and spot cross-sell openings before a competitor does.
CRM included in every plan, from $39/month. AI manager included.
New lead
Gathering details
Quoting
Quote presented
Quick answer
What should an insurance agency CRM do?
An insurance agency CRM should capture every quote request, track each client's lines of business and renewal dates, and prompt timely follow-up. Clientager does this and adds an AI manager that answers calls, texts, chat and email 24/7, gathers rating details, logs the lead by line and hands urgent claim calls to a licensed agent with a callback task. Renewal and cross-sell automations help retention.
Built for independent insurance agencies and agents
Your Insurance Agency CRM comes set up with the stages and fields independent insurance agencies and agents actually use. Change anything, add your own.
Pipeline stages
- New lead
- Gathering details
- Quoting
- Quote presented
- Won
What each record holds
- Lines of business (auto, home, renters, life, commercial)
- Current carrier
- Policy renewal date
- Current premium
- Household members and drivers
- Vehicles and property address
- Assigned producer
- Cross-sell opportunities
- Lead source
Household records by line
One record per household or business with every line you write, current carrier, premium and renewal date. Custom fields cover drivers, vehicles, property and coverage notes.
Quote pipeline
Each opportunity moves from New lead through Gathering details, Quoting and Quote presented to Won, with estimated premium as the deal value.
Renewal smart lists
Save a list of every policy renewing in the next 60 days, filtered by line or producer, and work it before the client starts shopping.
Tasks for producers and CSRs
Assign quote follow-ups, document requests and renewal reviews to a team member with a due time. Nothing waits on someone remembering.
Review meetings on the calendar
Annual reviews and quote presentations land on a shared week view with reminders sent to the client automatically.
Client timeline
Every call transcript, text, email and note on one timeline. When a client calls about a claim or a change, the history is right there.
Reports by source and producer
See new leads by source, quotes won, win rate and pipeline value so you know which channels and producers grow the book.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers quote requests instantly
Insurance shoppers often go with the first agency to respond. Your AI manager answers 24/7 by phone, WhatsApp, SMS, chat and email, replying to messages in each customer's own language.
Gathers rating details
It asks the questions you set, such as drivers, vehicles, address, current carrier and renewal date, and records the answers on the record.
Logs the lead by line of business
It creates the contact, tags the lines requested and places the opportunity in the right stage for a producer to quote.
Routes claims and urgent changes
When someone calls after an accident or needs proof of insurance today, it flags the matter and creates a callback task for an agent.
Spots cross-sell openings
AI insights on each record summarize the history, score the lead and suggest a next best action, such as offering home coverage to an auto-only client.
How a insurance agency runs on Clientager
- 01
A homebuyer asks for a quote at night
Your AI manager answers, collects the property address, closing date and current renters policy, and logs a home lead.
- 02
The producer quotes in the morning
A task is waiting with all the rating details and an AI summary, so the producer goes straight to quoting.
- 03
Quote presented and followed up
The deal moves to Quote presented and an automatic follow-up goes out 3 days later.
- 04
Bound and cross-sold
The deal moves to Won. Thirty days later a task prompts the producer to review auto and umbrella coverage.
- 05
Renewal before they shop
Ahead of renewal, the client gets a review invitation and lands on the producer's renewal smart list.
Automations ready to switch on
- When A new contact is created from a quote request→ Send an SMS confirming the request and create a quoting task for the assigned producer due within 2 hours.
- When A deal moves to Quote presented→ After 3 days, send a short follow-up SMS and create a call task for the producer.
- When A deal moves to Won→ Tag the client with the line written, send a welcome email and create a cross-sell review task after 30 days.
- When No visit for 300 days→ Send a renewal review invitation and create a task to re-shop the policy if needed.
- When A deal is marked lost→ Add a Re-quote tag and create a task to reach out before their next renewal.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Quote requests answered hours later, after the client bought elsewhere
- Renewal dates buried in carrier portals and spreadsheets
- Cross-sell chances missed because nobody looks
- Claim calls after hours go to voicemail
- No view of which lead sources produce written policies
Clientager Insurance Agency CRM
- Quote requests answered 24/7 with rating details captured
- Renewal smart lists and review reminders
- AI next best action that flags cross-sell openings
- Urgent calls routed to an agent with a callback task
- Leads by source and win rate in plain reports
An insurance agency CRM built around speed to quote
Insurance shoppers rarely wait. They fill out a form or call a few agencies, and the first one that responds with real questions usually writes the policy. An insurance agency CRM that only stores leads will not change that. Clientager answers the request the moment it arrives. Your AI manager talks to the shopper by phone, text, WhatsApp, chat or email, any time of day.
It asks the rating questions you set, such as drivers, vehicles, property details, current carrier and renewal date. Then it writes everything into the CRM, tags the lines of business requested and creates a quoting task for the right producer. When your team sits down in the morning, quotes are ready to run instead of voicemails waiting to be returned.
Renewals and retention without a spreadsheet
Retention is where an agency makes its money, and most clients who leave do so quietly at renewal. Store each policy's renewal date and premium on the client record, then save a smart list of everything renewing in the next 60 days. Producers and service staff work the list with assigned tasks and due times, reaching out before the client starts shopping on their own.
Automations help keep this steady. A renewal review invitation goes out on a schedule you set, and lost quotes get a re-quote tag so you can try again before the next term. Every conversation stays on the client timeline, so whoever picks up the phone knows the household, the policies and the last thing that was discussed with them. No more asking the client to repeat themselves.
- Renewal dates and premiums on every record
- Smart lists of upcoming renewals by producer
- Review invitations sent automatically
- Re-quote tags on lost opportunities
Cross-sell and grow each household
Clients with more than one line tend to stay longer, but cross-selling only happens when someone notices the gap. Clientager's AI insights summarize each record, score the lead and suggest a next best action, such as offering umbrella coverage to a client with two cars and a house. An automation can create a cross-sell review task a month after any new policy is bound.
Reports show new leads by source, quotes won, win rate, pipeline value and how many conversations the AI handled after hours. You can see which producers convert, which lead sources write business and how much of your volume arrives outside office hours. That makes it easier to decide where to spend on marketing and where to add help on the service desk, especially before a busy renewal month.
Questions about the CRM
What is the difference between an insurance agency CRM and an AI manager?
The insurance agency CRM holds your households, policies, renewal dates, quotes and conversations. The AI manager answers quote requests and service calls 24/7, gathers rating details and writes them into the CRM. In Clientager both come together, so your producers spend time quoting and selling rather than collecting information.
Does the AI manager quote or bind policies?
No. It gathers the details your producers need, answers general questions you approve, books review meetings and creates tasks. Quoting, binding and coverage advice stay with your licensed agents. Urgent matters such as a claim or proof of insurance are handed to a person right away.
Can I import my book of business?
Yes. Export your clients and policies from any spreadsheet, agency system or CRM as a CSV and import them. Duplicate detection catches repeated households and you can merge them. Map columns like renewal date, carrier and line of business to custom fields.
Can CSRs use it without seeing commissions or revenue?
Yes. Customer service reps get the staff role. They can handle service requests, tasks, notes and messages, but they do not see payments, billing or revenue. Owners and managers see all of it. Starter includes 2 team logins, Growth 5 and Scale unlimited.
How do renewal reminders work?
Store the renewal date on each record and save a smart list of policies renewing soon. A ready-made automation sends a review invitation after a set number of days without a visit, and you can assign renewal tasks to producers with due times.
Can it handle commercial clients too?
Yes. Add custom fields for business type, payroll, number of vehicles or revenue, and track commercial opportunities on the same pipeline or tag them separately. The AI manager can ask different questions for business and personal lines based on what you set up.
How much does the insurance agency CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can try a live demo first, and if you change your mind before your AI agent goes live, you can get a refund. There is no separate CRM fee.
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