The insurance CRM built for lead follow-up, renewals, cross-sell, and producer accountability.
Manage agency leads, power dial prospects, text clients, track quote and renewal pipelines, coach producer conversations with ChosenAI, and report on the activity that grows the book.
Pain narrative
Agencies lose revenue when leads, renewals, and cross-sell opportunities sit untouched.
AMS platforms and policy systems can be operationally heavy. ChosenCRM Insurance focuses on the daily sales and retention motion producers and managers need to work.
Lead, client, renewal, and cross-sell opportunities sit in disconnected workflows.
Producers get buried in service work and miss follow-up moments.
Owners cannot see producer activity, quote follow-up, and pipeline movement together.
Renewal and cross-sell campaigns lack a visible accountability loop.
Workflow proof
Insurance workflow ChosenCRM is built around
Lead
Quote follow-up
Policy opportunity
Renewal pipeline
Cross-sell campaign
Producer goals
Agency reporting
Track lead, quote, renewal, and cross-sell motion in one sales execution workspace.
Give producers call, SMS, and task queues tied to client and opportunity context.
Help agency owners report on activity, pipeline, and follow-up discipline.
Feature directory
Organized by the workflows your team actually works.
ChosenCRM Insurance is a modern sales and retention CRM layer for agencies that need better follow-up, producer coaching, renewals, cross-sell, and reporting.
Manage Leads and Clients
Keep people, opportunities, and history together.
- Insurance lead management
- Client records
- Conversation history
- Notes
- Tags
Communicate
Work lead, quote, renewal, and cross-sell lists.
- Dialer
- Power Dialer
- Unlimited calls
- SMS
- Email follow-up
Move Pipeline
Track the opportunities that drive agency growth.
- Quote pipeline
- Renewal pipeline
- Cross-sell pipeline
- Custom stages
- Task queues
Automate Retention
Make renewal and cross-sell follow-up more consistent.
- Renewal touchpoints
- Cross-sell campaigns
- Lead nurture
- Triggered follow-up
- Reminders
Coach Producers
Turn call and follow-up activity into coaching.
- ChosenAI
- AI Coaching
- Conversation summaries
- Objection insights
- Next-best actions
Run the Agency
Give owners visibility without replacing policy admin systems.
- Producer goals
- Agency reporting
- Team management
- Manager dashboards
- AMS/quoting handoff context
Product evidence
Real ChosenCRM screenshots, not invented proof.
The vertical sites use the product screenshots already in this repo. No customer logos, fake ratings, or made-up review counts are used.
Agency dashboard
Producer, client, and pipeline activity in one agency workflow.
Renewals
Renewal opportunities become visible follow-up work.
Cross-sell
Cross-sell opportunities can be organized into campaigns and producer queues.
ChosenAI + coaching
ChosenAI for producer coaching, renewals, and cross-sell discipline
ChosenAI helps producers summarize conversations, identify next steps, improve follow-up quality, and keep managers aware of gaps across lead, quote, renewal, and cross-sell activity.
Quote and renewal follow-up summaries
Producer conversation coaching
Cross-sell next-action cues
Agency activity and pipeline reporting
Why teams trust us
Zero risk. Full support. Built with Insurance teams, not just for them.
We are pre-launch and building in the open. That means founding members get locked pricing, direct access to the team, and a real voice in where the product goes.
60-Day Money-Back Guarantee
Try ChosenCRM for 60 days. If it does not work for your team, you get a full refund. No questions, no hoops.
Founding Member Pricing Locked
$197/user/mo is your price forever. No rate increases for early adopters, even as we ship new features.
Free White-Glove Setup
We migrate your data, configure your pipelines, and build your automations. You do not lift a finger.
Weekly Group Onboarding Zooms
Live weekly sessions where new teams get hands-on walkthroughs, ask questions, and see real workflows in action.
Feature Voting Widget
Your roadmap input matters. Vote on upcoming features and see exactly what ships next based on real customer demand.
Founder-Led Demos
No sales reps reading scripts. You talk directly to the people building ChosenCRM who know your vertical cold.
Pricing
$197/user/mo for the core ChosenCRM execution stack.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
Join the Insurance Waiting ListNext step
Pick Insurance. Join the list. Help shape the CRM your team will actually work.
ChosenCRM is built for calls, texts, AI coaching, pipeline movement, automation, goals, reporting, and manager visibility.