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.
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’s CRM for insurance helps with:
- Automatic lead follow-up
- Customer onboarding
- Birthday & holiday emails
- Lead segmentation
- Policy renewal alerts
- Referral requests
- Tracking for sales stages
- Open enrollment reminders
- Insurance upsell campaigns
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.
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.
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.
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.
Explore these insurance CRM resources on the Keap blog
