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.
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.
Built for how insurance agents actually work
Import leads from any source. Track lead status, source, quality. Automatically distribute to agents based on state licensing, product certification, or custom rules.
Track policies by type, carrier, effective date, and status. See a client's complete insurance picture at a glance. Set renewal reminders automatically.
Know when AEP, OEP, and special enrollment periods apply. Filter leads by eligibility. Never miss a window to help a client.
Store SOA records, call recordings, and consent documentation by client. Audit-ready records for when regulators or carriers come calling.
Call, text, and email from one platform. All communications logged automatically. Complete client interaction history in one place.
Customizable stages for your insurance sales process. See where every opportunity stands. Track conversions by source, agent, and product.
One CRM for your entire book of business
MA, Supplements, Part D
ACA, Group, Short-term
Term, Whole, Final Expense
Auto, Home, Commercial
See why insurance-specific matters
Dialer + CRM + AI compliance—all at $50/seat.
Try AgentTech Dialer Now