Ready to take your agency to the next level?

Get the ConnectorCRM Insurance Agent Package

With 14 Day Free Trial!

ConnectorCRM is a comprehensive Contact Relationship Manager (CRM) designed to help you Track, Prospect, and Promote your business faster and easier than ever before.

Our Insurance CRM was built by insurance agents for insurance agents, so you can rest assured all the necessary tools and features are included.

Currently, ConnectorCRM for insurance can support Life, Health, and Annuity agents. P&C will be coming soon!

Life & Health Agent

Normally $249/mo

On Sale $149/mo

Includes:

14 Day Free Trial

Onboarding & Support

  • Support Guide

  • Training Videos

  • Demo Calls Held Weekly

  • Unlimited Email Support

Sales Dashboard

  • Realtime Reporting

  • Breakdowns by Line of Business

  • Track KPI's

  • View Source Reporting

  • Revenue Tracking

Contact Management

  • Secure Log-In

  • Contacts Dashboard

  • Store Unlimited Contacts

  • Create Custom Contact Fields

  • Import/Export via CSV

  • Smart List Queries

  • Task Manager

  • Document Storage

  • Notes Section

  • Tracking Tags

  • QR Code Generator

  • Add up to 2 Additional Users

Click-to-Connect

  • Call, text, or email with just one click*

  • Universal Inbox

  • $10/mo complimentary usage credit**

Calendar Sync

  • Integrates with Your Google or Outlook Calendar

  • Sharable and Embeddable Calendar Links

  • Confirm/Remind Sequences

  • No-Show and Cancellation Automated Follow Up

  • Several Prebuilt Calendars

  • Create Unlimited Additional Calendars

New Lead Workflow Automation

  • Never Miss a Lead Again

  • Automatic Lead Nurture

  • Automatic Follow Up

  • Prebuilt Workflows for Each Line of Business

  • Referral Form

Built-In Policy Tracking Fields

  • Carrier, Coverage, Policy #, Dates, Documents

  • Import/Export with Ease

Existing Client Automations

  • Automated Policy Review Sequences

  • Automated Policy Follow Up

  • Automated Reviews & Referrals

Websites & Funnels

  • Includes Prebuilt Agent Landing Page

  • Create Unlimited Funnels & Sites

  • Link to Social Media Marketing

Integrations

  • Social Media Outlets

  • External Apps via API

  • Web-hooks

  • Pixels

  • Ads Manager

  • * Sending and receiving calls, SMS, and email cost extra and are billed to CRM wallet

  • ** You will be billed for additional usage above the initial $10 credit. Unused credits do not rollover.

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