Insurance CRM That Works

Generic CRMs don't understand insurance. AgentTech's CRM is built specifically for insurance agents—with lead management, policy tracking, compliance documentation, and dialer integration all in one platform.

Insurance-specific Dialer integrated Included at $50/seat

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Why Insurance Agents Need a Specialized CRM

Salesforce and HubSpot are great for general sales. But insurance is different. You track policy effective dates, not just deal stages. You need compliance documentation, not just call logs. You work with Medicare enrollment periods, carrier appointments, and state licensing—none of which generic CRMs understand.

AgentTech's CRM is built by people who understand insurance. The fields, workflows, and features match how insurance agents actually work—not how generic software thinks sales should work.

Integration Advantage: Most insurance CRMs are separate from your dialer. AgentTech builds CRM directly into the platform—so every call, recording, and transcript is automatically linked. No sync issues, no duplicate entry.

Insurance-Specific CRM Features

Built for how insurance agents actually work

Lead Management

Import leads from any source. Track lead status, source, quality. Automatically distribute to agents based on state licensing, product certification, or custom rules.

Policy Tracking

Track policies by type, carrier, effective date, and status. See a client's complete insurance picture at a glance. Set renewal reminders automatically.

Enrollment Period Tracking

Know when AEP, OEP, and special enrollment periods apply. Filter leads by eligibility. Never miss a window to help a client.

Compliance Documentation

Store SOA records, call recordings, and consent documentation by client. Audit-ready records for when regulators or carriers come calling.

Multi-Channel Communication

Call, text, and email from one platform. All communications logged automatically. Complete client interaction history in one place.

Sales Pipeline

Customizable stages for your insurance sales process. See where every opportunity stands. Track conversions by source, agent, and product.

Works for All Insurance Lines

One CRM for your entire book of business

Medicare

MA, Supplements, Part D

Health Insurance

ACA, Group, Short-term

Life Insurance

Term, Whole, Final Expense

P&C

Auto, Home, Commercial

AgentTech vs. Generic CRMs

See why insurance-specific matters

Feature	Generic CRM	AgentTech
Policy Tracking Fields	Custom setup required	Built-in
Dialer Integration	Separate system	Native
Compliance Documentation	Manual	Automatic
Enrollment Period Awareness	No	Yes
Call Recording Attached	Integration needed	Automatic
Cost (with dialer)	$150-250/seat	$50/seat total

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Insurance Dialer Call Recording Cost Per Acquisition Guide Insurance Lead Types Average Handle Time

Frequently Asked Questions

An insurance CRM (Customer Relationship Management) is software designed specifically for insurance agents and agencies. It manages contacts, policies, commissions, renewals, compliance documentation, and sales pipelines—with features tailored to insurance workflows rather than generic business processes.

Insurance CRMs include policy tracking, carrier/product management, licensing compliance, enrollment period awareness, commission tracking, and insurance-specific workflows. Generic CRMs (Salesforce, HubSpot) require extensive customization to handle these insurance-specific needs.

Standalone insurance CRMs cost $30-150/user/month. Generic CRMs with insurance customization cost even more. AgentTech includes a full insurance CRM at no extra cost as part of the $50/seat dialer platform, saving agencies $30,000-90,000/year for a 50-agent team.

Yes. AgentTech's CRM tracks policy details, renewal dates, carrier information, and commission data. Automated workflows trigger renewal reminders, follow-up tasks, and re-enrollment campaigns—ensuring you never miss a renewal opportunity.

Ready for a CRM That Understands Insurance?

Dialer + CRM + AI compliance—all at $50/seat.