ChosenCRM gives agencies and producers one place for quote follow-up, renewal queues, household views, cross-sell workflows, producer accountability, and ChosenAI coaching, with power dialer, 1,000 SMS/user/mo, one $197/user/mo plan, and a 60-day guarantee.
Insurance command center with policy pipeline, renewals, and producer metrics
Renewal workbench
90/60/30-day queues
Upcoming renewals become scheduled work with owner, task status, and outreach visibility.
Household 360
Relationship context
Family members, policies, vehicles, claims, notes, and interactions stay linked.
Quote follow-up
No stale quotes
Quote stages, objections, producer ownership, AMS/rater notes, and next actions stay visible without implying external carrier connectivity.
Producer control
Activity and book signals
Managers can see whether producers are quoting, following up, and moving policies forward.
Leak to control matrix
ChosenCRM drives sales and relationship execution while the AMS remains the system of record for policies, commissions, and carrier data.
Leak
Control system
Renewal queues surface 90/60/30-day tasks, owner, risk notes, and approved outreach before the window closes.
Renewal work becomes visible daily execution instead of a last-minute scramble.
Leak
Control system
Household views and customer-approved rules flag likely conversation opportunities for producer review.
Coverage conversations stay structured and producer-led.
Leak
Control system
Quote pipelines and follow-up cadences keep applications, objections, and next steps visible.
Managers see quote status, activity, and follow-up gaps.
Leak
Control system
ChosenCRM sits beside the AMS to run calls, tasks, dashboards, coaching, and follow-up execution.
The AMS remains authoritative while ChosenCRM drives the work.
Operating loop
Every quote, household touch, renewal, claim context, and producer action becomes part of the daily workflow.
Lead captured from referral, website, or marketing campaign
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Automated speed-to-lead follow-up via call, SMS, and email
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Needs assessment and coverage review with prospect
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Quote prepared and presented with coverage recommendations
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Policy bound and account set up in ChosenCRM
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Onboarding sequence: welcome, policy documents, and first check-in
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Ongoing relationship: cross-sell campaigns, claims support, annual reviews
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Renewal tracking and retention outreach triggered automatically
Tracked as an insurance workflow event with owner, due date, next action, and reporting visibility.
Product command center
The insurance command center turns your book into scheduled work, relationship context, and manager visibility.
See renewal windows, policy context, risk notes, owner, task status, and outreach from one queue.
Link members, policies, vehicles, claims, notes, and interactions so producers see the full relationship.
Track quote stages, calls, policies bound, stale follow-up, and producer activity at manager level.
Insurance command center overview
Feature system
No fake usage claims. No invented logos. This section shows the product surfaces that make ChosenCRM a daily operating system for high-touch sales teams.
Track new business from lead through quote request, presentation, follow-up, binding, and onboarding.
Call and text prospects and clients from the same timeline producers use for follow-up.
Surface upcoming renewals with default 90/60/30-day visibility and outreach tasks.
Daily briefings flag renewals, stale quotes, follow-up gaps, and producer coaching moments.
Keep family members, policies, vehicles, claims, and interactions linked for better relationship context.
Use customer-approved rules and producer review to create structured coverage conversations.
Core insurance CRM features included. Add-ons and scoped services are handled separately.
AI coaching for producer performance
AI strategy room
ChosenAI helps agencies prioritize renewals, stale quotes, follow-up gaps, and book-growth workflows while keeping producers in control.
Role-based value
ChosenCRM gives each insurance role a daily execution system around quotes, renewals, households, and book growth.
Producer
Daily queues combine follow-up, renewal tasks, household context, and cross-sell workflows.
Every client interaction stays tied to the account timeline.
Agency Manager
Track producer calls, quotes, bound policies, stale follow-up, and renewal activity.
Manager dashboards surface the gaps that need intervention.
Principal
Renewals, cross-sell, quote follow-up, communications, and AI coaching run from one operating layer.
The AMS remains the record system while ChosenCRM drives action.
Premium pricing panel
One premium ChosenCRM plan for insurance teams. Power dialer included. 1,000 SMS per user per month included. 60-day money-back guarantee included.
One premium plan
$197/user/mo
Core CRM, power dialer, ChosenAI, workflows, reporting, and vertical templates.
Outbound engine
Power dialer included
Dial, log outcomes, assign tasks, and keep every record tied to the contact timeline.
SMS capacity
1,000 SMS/user/mo
Built for high-touch follow-up with compliant list hygiene and opt-out handling.
Adoption backstop
60-day guarantee
Use the platform for 60 days. If it is not the right fit, the plan is covered by the guarantee.
Core insurance CRM features included.
Add-ons and scoped services are handled separately. Insurance launch services can set up quote pipelines, renewal queues, cross-sell workflows, lapsed-client winback, producer dashboards, scripts, coaching, and AMS-adjacent workflow mapping where feasible.
FAQ
The short version: ChosenCRM is the execution layer for your revenue team. It works alongside required systems of record instead of pretending to replace them.
No. ChosenCRM handles the sales, follow-up, and relationship side — lead management, pipeline tracking, coaching, and communication. Your AMS remains your system of record for policies, commissions, and carrier data. They work alongside each other.
Yes. Household accounts support multiple policies across lines — auto, home, umbrella, life, health, and more. The cross-sell intelligence uses this data to identify coverage gaps across the household.
When you add a policy with an effective and expiration date, ChosenCRM automatically schedules renewal alerts at intervals you configure (default: 90, 60, and 30 days before expiration). Each alert can trigger an automated outreach sequence.
Both. Independent agencies benefit from multi-carrier tracking and cross-sell across a diverse book. Captive agents benefit from the pipeline management, follow-up automation, and coaching. The tools apply regardless of your carrier model.
The core insurance platform: policy pipeline, renewal tracking, household management, cross-sell intelligence, power dialer with unlimited calls under fair-use and carrier policies, 1,000 SMS per user/month, email sequences, ChosenAI coaching, claims tracking, reporting, and insurance-specific features. No feature tiers; optional custom integration work is scoped separately.
Run insurance quote follow-up, renewals, household context, AI coaching, and producer accountability from one premium ChosenCRM command center.