CRM for Insurance Agents & Agencies
Manage leads, automate policy renewal reminders, and build a referral engine with a CRM designed for independent agents and insurance agencies
Trusted by insurance businesses to automate customer engagement, streamline operations, and drive growth.
Challenges in Insurance
These common pain points hold insurance businesses back from growing. SMBcrm was built to solve them.
Leads That Go Cold
Quote requests come in from your website, referral partners, and lead vendors, but your follow-up is inconsistent. By the time you call back, the prospect has already bound a policy with another agent.
Policy Renewals Slipping Through
Renewals are your most profitable revenue, but tracking expiration dates across hundreds of clients in spreadsheets or your head is a recipe for lost accounts. One missed renewal can mean losing a client and all their cross-sell potential.
Untapped Referral Potential
Your happiest clients would gladly send friends and family your way, but you never ask at the right time. Without a systematic referral process, your best growth channel stays dormant while you keep paying for expensive leads.
How SMBcrm Solves It
Purpose-built tools for insurance businesses to automate, engage, and grow.
Speed-to-Lead Automation
Respond to new quote requests within seconds via automated text and email so you connect with prospects before they move on to another agent.
Renewal Reminder Pipelines
Track every policy expiration date and automatically trigger a renewal outreach sequence 60, 30, and 15 days before -- so no renewal falls through the cracks.
Referral Request Campaigns
Automatically ask satisfied clients for referrals after key milestones like policy binding or claim resolution, turning your book of business into a growth engine.
Quote Follow-Up Sequences
Build multi-step follow-up automations for prospects who received a quote but haven't committed, keeping you top of mind without manual chasing.
Client Communication Tracking
Log every call, text, and email in one place so your entire team has context on every client interaction -- critical for compliance and service quality.
Measurable Impact for Insurance
More quotes converted with automated follow-up sequences
Policy renewal retention rate with proactive outreach
Built for Insurance Businesses
SMBcrm works for a wide range of insurance businesses, from solo practitioners to multi-location organizations.
Ready to transform your insurance business?
Start your 14-day free trial and see how SMBcrm can help your insurance business capture more leads, automate communications, and grow revenue.
14-day free trial on all plans.
Ready to
accelerate
your growth?
Join businesses already using SMBcrm to capture more leads, build better relationships, and close more deals.
14-day free trial
Full access to all features, no strings attached
No setup fees
Get started in minutes, we handle the heavy lifting
Cancel anytime
No long-term contracts, stay because you want to