CRM for Insurance Agents
The CRM that works your book while you write policies.
Quotes that aren't chased expire. Renewals that aren't touched churn. AutomateNexus CRM scores every lead, drafts the follow-ups, and flags renewals before they lapse — automatically, across your whole book.
Where insurance agents pipelines leak.
Quote follow-up dies by Friday
Prospects request quotes from three agencies; the one that follows up twice wins the policy.
Renewals sneak up
A book of business churns quietly when renewal outreach depends on someone remembering.
Every carrier, another tab
Client context scatters across raters, carrier portals, and inboxes — the CRM should be the one source of truth.
Built for how insurance agents actually sell.
Leads scored and chased
Karrie ranks inbound leads by intent and drafts the quote follow-up sequence — you approve, it runs.
Renewals flagged early
Agents watch renewal dates and stale contacts, and queue the outreach before a policy lapses.
Calls and texts on the record
Built-in telephony via Twilio logs every call and SMS to the right policyholder automatically.
The whole book, one view
Pipeline by stage, at-risk flags, and revenue forecasting across your entire book of business.
Eight agents on your pipeline. 24/7.
Karrie and seven specialists score, draft, route, and forecast around the clock — with human approval on anything sensitive and a full audit trail on everything.
AI Co-Pilot
Closer
Resolver
Operator
Coordinator
Planner
Analyst
Forecaster
CRM for insurance agents, answered.
Yes — every quote request becomes a scored lead with a drafted follow-up sequence. Karrie writes the touches; your agents approve and the system runs them.
Built for teams like yours.
Put the agents on your insurance agents pipeline.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.