🎉 Save up to 20% with our annual plans. Click here.

Reduce admin work and sell more policies using a CRM for insurance agents

Insurance agents and brokers use Keap's CRM and Sales & Marketing Automation software to take their agencies to the next level of success.

14-day free trial. No credit card required.

Use Keap for:

  • Automatic lead follow-up
  • Lead segmentation
  • Sales stage tracking
  • Customer onboarding
  • Policy renewal alerts
  • Open enrollment reminders
  • Birthday & holiday emails
  • Insurance upsell campaigns
  • Referral requests
One of my flagship [insurance] agencies that we helped roll out went from doing $2.5 million to $7 million in new business production in one year after we finished building out their backend with Keap. Almost 3x, and we've done this a handful of times.

Austin Moorhead - Lava Automation, Keap customer

Focus on personalized sales & service by automating with Keap's insurance CRM

  • Keep all lead and customer data in one place
  • Automate follow-up via email and text messaging
  • Easily see where to focus your sales efforts
  • Access many tools from one app—in the office and on the road

Keep lead and customer info at your fingertips with Keap's CRM for insurance agencies

Tag and segment contacts so you can easily send the right message to the right person at the right time… automatically. Add notes and assign tasks right from a contact record, on your phone or computer.

Image of Keap on a laptop computer, looking at an upcoming appointment reminder.

Create time-saving automatic follow-up messages that feel personal

Set up email and text messages to go out automatically to leads who submit an inquiry, and to customers on birthdays and as policy renewal dates approach. To call instead, automate a task reminding you to pick up the phone when the time is right.

Man working on a laptop, looking at Keap's Automation builder

Easily see where to focus with sales pipeline

Keap's drag-and-drop sales pipeline tool shows you at a glance which leads are the hottest and which customers need personal outreach so you can optimize your sales efforts for the greatest impact. Automate task assignments so your sales team never misses a beat.

Image demonstrating dragging a contact from welcome automation into follow up automation.

Take Keap with you wherever you go

Whether you’re in the office or on the road, all your contact data is readily available. Scan business cards into your insurance CRM at a networking event and add notes on the spot. Easily separate work and personal calls on your smartphone. Send an appointment booking link in seconds… and much more.

Image of a mobile phone with the Keap app open, looking at upcoming Appointments.

Explore these insurance CRM resources on the Keap blog

Take your business to the next level with Keap's insurance CRM

14-day free trial. No credit card required.

Try free