CRM for Insurance Agencies
The CRM for Insurance Agencies Tired of Per-Agent Software
Policy renewal cycles, cross-sell across lines of business, and native SMS for quote follow-ups. Flat-rate pricing that does not penalize you for hiring more producers.
The challenge
Why most CRMs fail insurance agencies
Insurance agencies operate on cycles most generic CRMs fail to grasp. You are not running a simple linear close; you are managing 365-day policy lifecycles where retention is the actual revenue driver. Lead floods from comparative raters and quote forms need instant, automated distribution to the right agent. Cross-selling across auto, home, and commercial lines requires tracking complex family and business relationships within a single account. Most insurance CRM software charges per agent, forcing you to choose between paying a premium for bloated agency management systems or stitching together a generic CRM that lacks automated renewal queues and native compliance-friendly texting.
Why Conduyt
Why insurance agencies choose Conduyt
Four reasons teams like yours make the switch.
Automated policy renewal cycles
Build dedicated renewal pipelines that automatically track expiration dates. Trigger 90/60/30-day automated text and email sequences to ensure clients renew effortlessly, turning retention from a manual scramble into a background workflow.
Cross-sell across lines of business
Map complex family and business relationships inside a single account record. Trigger alerts when a client buys a home but lacks matching coverage, giving your producers exact cross-sell opportunities at the right moment.
Native SMS for quote follow-ups
Quote forms and comparative raters flood agencies with leads. Conduyt's native SMS and built-in dialer let agents text new prospects in under sixty seconds. DNC soft-block and logging are built in, so opt-outs are respected automatically.
Flat-rate for every producer
Stop paying $60 to $150 per agent per month for basic CRM access. Conduyt is $299/mo flat. Add new producers, CSRs, and admin staff without ever expanding your software budget. No per-seat tax, ever.
Use cases
Common use cases for insurance agencies
How teams like yours actually use Conduyt day-to-day.
- Inbound quote form → instant lead routing via round-robin → immediate SMS acknowledgment to the prospect → 24-hour follow-up task
- Policy renewal automation: 90/60/30-day multi-channel reminders (email + SMS) → agent task to review coverage → cross-sell flag if premiums shift
- Cross-sell detection: client buys a home → system flags missing home insurance → creates a deal in the "Commercial/Property" pipeline
- Claims management tracking: inbound claim logged → dedicated pipeline → automated status updates to the client → adjuster handoff
- Lost quote re-engagement: prospect buys elsewhere → tagged in "Lost" stage → automated 6-month sequence triggers to check policy expiration
Recommended plan
Which plan fits insurance agencies?
Our recommendation based on how insurance agencies typically use Conduyt.
Professional
$499/mo
Insurance agencies need advanced automation for renewal queues and cross-sell logic. Professional at $499/mo includes unlimited users, native SMS, the built-in dialer, and the full API. 20-day free trial, no credit card.
- Everything in Starter (unlimited users, contacts, pipelines)
- Priority support
- Dedicated onboarding
- Advanced automations
- Full API access
- Custom branding
- Dedicated success manager
“We were paying over $1,200 a month for Applied Epic and it took weeks to train new staff. Conduyt gave us automated renewal texts and cross-sell tracking at a flat $499. Our retention rate jumped because nothing slips through the cracks anymore.”
The math
How Conduyt compares
Real numbers, real savings.
AgencyBloc and Radiusbob are purpose-built for health and P&C agencies with strong commission tracking, but they still charge per-user and lack modern API depth. Applied Epic is the enterprise default, but the implementation cost and per-seat pricing are massive friction points. VanillaSoft is excellent for high-volume outbound dialing but is fundamentally a queue-management system, not a holistic CRM. HubSpot works but lacks insurance-specific renewal templates out of the box. Where Conduyt sits: independent agencies that have outgrown basic lead trackers, need native SMS for consumers, and want flat-rate pricing with a real API for integrating raters.
Frequently asked questions
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Start your 20-day free trial - built for insurance agencies
No credit card. No per-seat pricing. Just a CRM that works the way insurance agencies actually sell.
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