AI-powered CRM for insurance teams & advisor firms

Transform how you manage policies, households, and client relationships - with Salesmate, the AI-powered CRM built for modern insurance professionals. Automate back-office tasks. Personalize every touchpoint. Drive growth with ease.

  • Manage accounts, households, policies, and claims in one place
  • Automate workflows for lead-to-policy, renewals & service tickets
  • Set anniversary reminders & RMD notifications via calls, texts, emails
  • Run campaigns, schedule meetings, and track it, all from one dashboard
  • Deliver compliant, personalized service at scale
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AI-powered CRM for insurance teams & advisor firms

Trusted by 8,500+ businesses globally

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Your CRM partner in every policy sold

Why leading insurance teams choose Salesmate

Salesmate is an AI-powered CRM designed for insurance professionals (RIAs, brokers, and agents) across all lines of business (life, auto, health, or commercial). It streamlines workflows from lead capture to policy servicing, helping you close more deals, reduce E&O risk, and enhance client relationships.

360° view of clients and households
Household management built for insurance

360° view of clients and households

Go beyond basic contact tracking. Salesmate gives you a full picture of every client and policy lifecycle so you can build lasting relationships and boost retention.

  • 360° Policyholder & Household profiles: View complete contact histories, linked accounts, family relationships, past claims, renewals, and communications in one place.
  • Relationship mapping: Understand how clients, dependents, and policies connect across a household or commercial account.
  • Lead segmentation & Scoring: Prioritize leads by policy type, premium value, region, or engagement levels using custom scoring.
Streamline quote-to-bind journeys
Duplicate-free pipeline & Smart flows

Streamline quote-to-bind journeys

Salesmate’s automation keeps your pipeline clean, and your team focused. This way, no opportunity is ever missed. 

  • Smart duplicate management: Detect and merge duplicate records before they clog your CRM. 
  • Custom sales pipelines: Tailor stages for auto, life, group, or Medicare policies. 
  • Smart flows: Automate lead routing, document collection, and policy renewals based on triggers, timelines, and actions. 
Turn inquiries into insured clients automatically.
Multi-channel lead capture, made easy

Turn inquiries into insured clients automatically.

With Salesmate’s insurance CRM software, you can attract high-intent prospects and fill your sales pipeline around the clock. Generate more leads and route them instantly to the right agent or team. 

  • Omnichannel communication: Capture inquiries from email, web forms, live chat, SMS, and social media. All channels feed into a single, centralized CRM view. 
  • Smart web forms: Embed customizable quote forms on your website. Automatically map the responses to the right lead or account. 
  • Meeting scheduler: Let prospects book consultations directly from your calendar. Eliminate delays and reduce drop-offs with real-time scheduling. 
Every message. Every call. One timeline.
Communication tools that drive conversions

Every message. Every call. One timeline.

Salesmate’s built-in tools help you reach and engage clients without switching platforms. Maintain audit-ready records and deliver consistent messaging. 

  • Unified inbox: Handle calls, texts, and emails from a single dashboard with logging, tagging, and sentiment analysis. 
  • Smart emails & texts: Trigger sequences based on policy stage, renewal dates, or claim events. 
  • Field-level permissions: Control access across RIAs, underwriters, and service reps based on roles and territories. 
Automate outreach and follow-ups with AI
AI assistants that never sleep

Automate outreach and follow-ups with AI

Great support turns policyholders into loyal clients. Salesmate’s insurance agency CRM leverages cutting-edge AI to transform your support team into a powerful, responsive force that never sleeps. 

  • AI autopilot: Answers FAQs, routes service requests, and handles quote queries 24/7. 
  • AI Copilot: Drafts personalized responses during live chats, emails, and calls based on context and brand tone. 
  • AI-generated follow-ups: Smart suggestions and complete drafts for new policy onboarding, renewal nudges, and claim updates. 

 

Market like you know them
Insurance campaigns with a personal touch

Market like you know them

Launch personalized, AI-powered campaigns that feel timely, relevant, and built around each policyholder’s needs. 

  • Dynamic email campaigns: Segment contacts based on product interest, age, policy term, or engagement history. Send tailored messages that improve response and conversion rates. 
  • Email summarization: AI reviews past interactions and condenses key details for your outreach. Craft smarter emails with clear, personalized context every time. 
  • Automated follow-ups: Trigger timely quote nudges, cross-sell pitches, or renewal reminders without lifting a finger. Celebrate milestones like birthdays and anniversaries automatically. 

 

Data-driven insights for every policy stage
Insurance reporting & insights

Data-driven insights for every policy stage

Get full visibility into your sales performance, call activities, and client portfolio with Salesmate’s insurance CRM reporting tools. These tools are designed specifically to meet the needs of insurance brokers and agencies. 

  • Role-Based dashboards: Track RIA performance, client engagement, campaign impact, and policy churn in real time. Give each team access to the insights that matter most to their role. 
  • Custom reports: Measure commissions, claim resolution times, conversion ratios, and upsell opportunities. Build reports tailored to your products, sales cycles, and regulatory needs. 
  • Scheduled reports: Automatically send weekly or monthly summaries to agents, managers, or executives. Keep everyone aligned with timely data, without manual work. 
Reduce E&O risk with smart ticketing
Ticketing built for service-heavy workflows

Reduce E&O risk with smart ticketing

Salesmate’s ticketing software is designed to meet the unique service needs of insurance agents, brokers, and agencies. Manage client issues, policy requests, and service escalations effortlessly with a system built into your insurance CRM software. 

  • Convert conversations into tickets: Turn incoming emails, phone calls, or live chats into support tickets automatically. Each ticket is logged with full context and assigned for timely resolution. 
  • Custom SLA rules: Set clear benchmarks for response and resolution times based on request type or client tier. Ensure your team meets service expectations every time. 
  • Internal comments & Notifications: Collaborate across sales, underwriting, and support teams using in-ticket comments. Get instant updates and alerts when a ticket status changes or action is required. 
From sales call to claim - Let AI assist
AI-powered assistant for insurance pros

From sales call to claim - Let AI assist

Supercharge your insurance sales with AI that works 24/7. From decoding sales calls to crafting follow-up emails, Salesmate’s "AI employee" empowers agents to close policies faster and stay compliant. 

  • Conversation intelligence: Automatically analyze policy consultations and sales calls to improve client pitches and conversions. 
  • Call transcriptions: Keep real-time records of every interaction for audits, training, and clear follow-ups. Help agents stay focused during calls while maintaining a searchable, compliant archive. 
  • Automated email drafts: "Salesmate AI employee" crafts personalized, ready-to-send emails for new policies, renewals, or claim updates, saving your team hours.
Secure, role-based access across teams
Secure, role-based access across teams

Secure, role-based access across teams

Enable cross-functional collaboration with tailored access based on roles, regions, or lines of business. Keep sensitive client and policy information protected at every level. 

  • Profile permissions: Set clear access levels for RIAs, CSRs, underwriters, and advisors based on roles and responsibilities. Control who can view, edit, or manage client data, tasks, and communications. 
  • Data hierarchies: Organize data visibility by office location, product line, territory, or team structure. Ensure each user sees only what is relevant to their clients and portfolios. 
  • Shared workspaces: Centralize everything from files and notes to follow-up tasks and policy updates in one shared space. Teams can collaborate in real time without stepping on each other’s workflows. 
Stress-free setup for insurance teams
Fast onboarding & reliable migration

Stress-free setup for insurance teams

Switching CRMs shouldn't disrupt your business. With Salesmate, insurance teams enjoy a smooth onboarding journey backed by expert support and simple tools. 

  • Easy CRM import: Seamlessly migrate contacts, client histories, and policy pipelines with a few clicks. 
  • Guided onboarding: Customize stages for claims, policies, and renewals with hands-on assistance. 
  • Seamless support: Our team ensures every agent and manager is fully equipped to hit the ground running. 
MORE FEATURES

AI-driven CRM solutions for insurance experts

Streamlined lead-to-policy journey

Streamlined lead-to-policy journey

Track every prospect from initial inquiry to policy activation with intelligent workflows and timely reminders. Streamline your quote-to-bind process and ensure no opportunity slips through the cracks.

Personalized touchpoints at scale

Personalized touchpoints at scale

Automate follow-ups for quotes, renewals, and claims. Identify and act on cross-sell and upsell opportunities using AI-driven insights for bundled policies.

Stay on top of what matters

Stay on top of what matters

Manage tasks like underwriting reviews, client calls, and service escalations with smart prioritization and daily alerts. Automate underwriting workflows to reduce turnaround time and improve client qualifications.

All client interactions in one timeline

All client interactions in one timeline

Access a unified Customer 360 for policyholders, including emails, calls, notes, and chats. Every touchpoint is tracked to support compliance and minimize E&O exposure.

Insights that drive growth

Insights that drive growth

Monitor pipeline progress, agent performance, and service KPIs with live dashboards and actionable reports. Maintain audit readiness with detailed logs of every client interaction.

CRM that moves with you

CRM that moves with you

Enable mobile-first agents to manage quotes, tasks, and communication on the go. Salesmate’s mobile CRM keeps your insurance team productive, anytime, anywhere.

SUCCESS STORY

How RCPRO Seguros achieved 40% business growth

Take a look at how salesmate makes a real difference. 

"Salesmate has helped us grow our business by 40% over the last four years. We’ve become faster, more efficient, and our clients love the service we provide now."

Rafael Gesswein
Rafael GessweinCEO of RCPRO Seguros
Read the full case study here

Top rated across all platforms

Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.

Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
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Frequently asked questions

Got questions? Find answers!

What is an insurance CRM, and how does it differ from a regular CRM?

It’s purpose-built to manage clients, accounts, policies, and claims. It includes householding, renewals, SLAs, compliance, and insurance-specific workflows. Unlike general CRMs, it manages policies, claims, renewals, and regulatory compliance, all in one platform tailored to the insurance industry. 

How can CRM software help insurance agents increase policy sales?

Can a CRM for insurance agencies manage both policies and claims in one place?

What types of insurance products can be managed using a CRM?

How can AI-powered features in a Salesmate CRM improve customer service insurance?

Can I restrict access to specific users or departments?

Is it possible to integrate my existing insurance tools with a CRM system?

What integrations are available for insurance workflows?

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