Insurance Hero
Insurance CRM Overview
Let's be honest, does your day feel more like data entry than deal-making? You're buried under a mountain of paperwork, toggling between a dozen carrier portals, and manually underwriting risks line by line. It's a slow, frustrating process that bottlenecks your growth and leaves your agents feeling more like administrators than advisors.
The standard Agency Management System (AMS) you use is great for organizing your book of business, but it's a passive tool. It's a digital filing cabinet, not a revenue engine. It can't analyze risk in real-time, instantly generate bindable quotes, or tell your team which client is a prime candidate for a new umbrella policy. It leaves money on the table every single day.
This is where our Insurance CRM + AI Underwriter changes the game. We fuse a powerful, intuitive CRM with a brilliant AI engine trained specifically for insurance. Imagine your system automatically analyzing a new lead's risk profile, generating accurate quotes from your top carriers in seconds, and flagging a high-value cross-sell opportunity for an existing client—all before your second cup of coffee. This isn't just a smarter CRM; it's your new top-performing agent that works 24/7.
Benefits
Underwrite in Minutes
Automate Admin
Hidden Premiums
Lead Management
AI-powered lead scoring and automated follow-ups ensure your agents always focus on the most promising prospects.
Transformation Plan
Step 1
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Step 3
Step 4
Main Quote
Frequently Asked Questions
Transform Your Agency
Features
Core CRM Platform
Lead & Prospect Tracking
Commission Tracking
Automated Renewals & Reminders
Centralized Document Management
Task & Activity Dashboards
AI-Powered Engine
Automated Claims Processing Bot
Predictive Lead Scoring
Cross-sell/Up-sell Opportunity Finder
Personalized Client Communication AI
Automated Certificate of Insurance (COI) Generation
Key Integrations
Major Insurance Carrier Portals
Google Workspace & Microsoft 365
QuickBooks & Accounting Software
DocuSign & E-signature Platforms
Twilio for SMS & Voice
Workflow Comparison
Traditional Agency
- New Lead Underwriting 2-6 Hours
- Quote Generation 45 Minutes
- Claims Intake & Filing 30 Minutes
- Renewal Preparation 60 Minutes / Client
AI-Powered Agency
- New Lead Underwriting 5 Minutes
- Quote Generation 90 Seconds
- Claims Intake & Filing 3 Minutes (Automated)
- Renewal Preparation Instant (Automated)