Introducing the First AI-Enhanced CRM

Save Time and Grow Faster

For Insurance Agents

Agent

CRM with CoPilot

Built for and used by some of the largest enterprises in the world.

Overview

HIPAA & SOC 2 Compliant
One-Click Integration with Enrollment Tools
Referrals and Online Review Generator
Digital Scope of Appointment Form
Marketing Automation

Key features

Complete HIPAA & SOC 2 Compliant CRM to manage your leads and clients

Stay in compliance and securely store and leverage all your data in 1 place

All-In-One Dashboards

See upcoming follow-ups, requests, and metrics on every aspect of your business on one screen

Comprehensive Interaction Timeline

See the entire history of each prospect and client

One-Click Integration with Enrollment Tools

Eliminate data re-entry, automate more, and easily leverage enrollment data to grow smarter

Automated Production Reporting

Receive production reporting direct from the carriers through your agency

Referrals and Online Review Generator

Generate referrals and online reviews by identifying your happy clients with surveys

Digital Scope of Appointment Form

Collect the required Scope of Appointment and Permission to Contact with a beautiful branded form

Marketing Automation

Automate growth with proven marketing automations to help convert, retain, and expand relationships

Marketing Calendar

Easily schedule custom, personalized emails to broadcast to select groups of clients. Use Genarative AI to create content.

Smart Forms & Surveys

Collect data to help personalize your recommendations (including drugs, doctors, pharmacies, and priorities). Survey clients on what they're most interested in to help you grow your relationships.

Business Process Automation

Save time by automating your back-office and compliance functions

Landing Pages Funnels

Run sophisticated lead capture and marketing campaigns to drive faster growth.

Free Educational Email Content

Stay top-of-mind with clients and prospects with high-quality emails in your brand

Phone Integration with Call Recording

Easily record calls to ensure compliance and store recordings on the prospect and client record (Coming Soon)

CommissionCheck

Import your commission reports to ensure you're paid properly on all policies (Coming Soon)

Easy Lead Import

Import leads from any of your favorite lead providers through easy uploads or automatic API. Coming soon - buy leads directly through the CRM

Easy Book of Business Import

Import clients and existing policies automatically when you start your account

Plus CoPilot benefits

CoPilot AI Cross-Sell Recommendations

Generates retention and cross-sell recommendations to help grow your business

CoPilot AI Retention Recommendations

Retain clients by easily offering better plans based on current year plan changes

CoPilot Client &  Prospect Summaries

Easily ask CoPilot for a summary of your last interactions with a prospect or client

CoPilot ProGen AI Optimizations

Detect processes to automate and approve with a click