All-in-One AI CRM for Insurance Agencies

Close more policies, automate client communications, and stay organized with a CRM designed specifically for modern insurance agencies.

Between quoting, policy management, compliance, and client follow-ups, running a successful insurance agency can become chaotic fast. Our AI-powered CRM brings everything under one roof—automating lead follow-ups, client onboarding, renewals, and even missed call handling. It frees your team to focus on high-value conversations while ensuring you never miss a prospect or renewal opportunity.

Common Use Cases for Insurance Agencies

Lead Capture & Qualification

Auto-capture leads from forms, social media, or inbound calls. AI pre-qualifies prospects by asking key questions—like coverage needs, timeframe, or current provider—and flags hot leads for immediate follow-up.

New Client Onboarding

Automatically send personalized welcome emails, request documents (IDs, previous policy info), and guide new clients through quoting and policy selection—all with no manual chasing.

Policy Renewal Automation

Send automated reminders and renewal options well before policy expiration dates. Use AI to engage clients via email, SMS, or phone and keep retention high without the manual workload.

Quote Follow-Up & Nurturing

Turn unresponsive leads into policyholders with smart workflows that follow up across multiple channels, answer FAQs, and nudge them to complete their application or schedule a call.

Appointment Booking & Calendar Sync

Let clients schedule consultations, coverage reviews, or renewal calls directly on your calendar. AI reminders reduce no-shows and make managing your day easier.

Missed Call Follow-Up with AI Receptionist

Missed a call? No problem. Our AI answers after-hours or when you're busy—collecting the reason for the call, client info, and even booking follow-ups automatically.

How Agentli's Features Help Your Insurance Agency

AI-Powered Lead Workflows

Managing incoming leads manually can be time-consuming and inconsistent. With AI-powered lead workflows, every new prospect—whether from a landing page, Facebook ad, or referral—is instantly placed into a smart follow-up sequence. This includes personalized emails, SMS, voicemail drops, and even AI-generated outbound calls. The system adapts in real time based on the prospect's actions—if they open an email or click a quote link, it triggers the next step. If they go quiet, it sends a gentle nudge. You never have to worry about leads falling through the cracks, and your sales process stays active even when you’re offline or focused on client meetings.

Automated Onboarding & Document Collection

Once a lead converts into a client, the CRM takes over the onboarding journey. It sends a welcome message, requests required documents like IDs, prior policy details, or VIN numbers, and guides clients through the next steps—all through automated workflows. Every document submission is tracked, time-stamped, and stored securely in the client profile. This eliminates the need for manual check-ins and helps your agency stay compliant with documentation standards. Clients appreciate the seamless experience, and you get to focus on relationship-building rather than paperwork.

AI Receptionist for Inbound Calls

Missing a phone call used to mean losing a potential client—but not anymore. The AI receptionist answers inbound calls 24/7, responds to common questions (like “Do you offer commercial auto?” or “How soon can I get a quote?”), and collects key caller information such as name, coverage needs, and contact details. If appropriate, it can book a consultation directly on your calendar or escalate the conversation to a live agent. Whether you're in a meeting, on the road, or off-duty, every call is answered promptly, keeping your agency responsive and professional at all times.

Integrated Calendar, Payments & Consultations

Simplify your workflow by combining scheduling and payments into one unified system. Clients can book a coverage review, policy consultation, or claim follow-up call directly from your website or email. Automated reminders via SMS and email help reduce no-shows. If you charge a fee for certain consultations, the system can securely collect payments via Stripe or PayPal at the time of booking. No more juggling third-party apps or chasing clients for unpaid fees—everything is tracked, logged, and synced automatically.

Policy & Renewal Tracking Dashboards

Keeping track of where each client is in their insurance journey can get messy. The visual CRM dashboard shows you exactly who’s in the quote stage, who’s about to renew, who hasn’t responded, and which policies are active. Real-time alerts let you know when a client opens a quote, uploads a document, or is due for a policy renewal. You can filter by product type, expiration date, or team member to prioritize outreach and avoid missed opportunities. It’s like having a command center for your agency’s entire book of business.

Smart Review & Referral Builder

The moment you deliver great service—whether it’s helping a client through a claim or saving them money on a new policy—the system identifies the right moment to request a review or referral. AI-generated messages are automatically personalized and sent via email or text, encouraging clients to leave positive reviews on Google, Trustpilot, or Yelp. You can even track referral sources within the CRM. This not only boosts your online reputation but also fuels steady word-of-mouth growth without your team needing to remember to ask.

These are just a few examples of how Agentli's CRM and AI features can help marketing and digital agencies run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!

Callen Brooks, founder of SafeHarbor Insurance Group in Tampa, FL, used to manage client renewals, policy quotes, and follow-ups through a mix of spreadsheets and email tools. With Agentli, he’s brought everything under one roof, set up automated touchpoints, and created a smoother experience for both his team and clients.

“Before Agentli, we were constantly chasing renewals and missing follow-ups. Now it’s all automated. It feels like having a full-time operations team working behind the scenes.”

Callen Brooks, founder of SafeHarbor Insurance Group in Tampa, FL, used to manage client renewals, policy quotes, and follow-ups through a mix of spreadsheets and email tools. With Agentli, he’s brought everything under one roof, set up automated touchpoints, and created a smoother experience for both his team and clients.

“Before Agentli, we were constantly chasing renewals and missing follow-ups. Now it’s all automated. It feels like having a full-time operations team working behind the scenes.”

Callen Brooks

Owner

SafeHarbor Insurance Group | Tampa, Florida