Insurance CRM features built around follow-up and accountability.
ChosenCRM Insurance is a modern sales and retention CRM layer for agencies that need better follow-up, producer coaching, renewals, cross-sell, and reporting.
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
- Task management
Communicate
Work lead, quote, renewal, and cross-sell lists.
- Dialer
- Power Dialer
- Unlimited calls
- SMS
- Email follow-up
- Templates
- Call notes
Move Pipeline
Track the opportunities that drive agency growth.
- Quote pipeline
- Renewal pipeline
- Cross-sell pipeline
- Custom stages
- Task queues
- Pipeline risk signals
Automate Retention
Make renewal and cross-sell follow-up more consistent.
- Renewal touchpoints
- Cross-sell campaigns
- Lead nurture
- Triggered follow-up
- Reminders
- Campaign reporting
Coach Producers
Turn call and follow-up activity into coaching.
- ChosenAI
- AI Coaching
- Conversation summaries
- Objection insights
- Next-best actions
- Producer scorecards
Run the Agency
Give owners visibility without replacing policy admin systems.
- Producer goals
- Agency reporting
- Team management
- Manager dashboards
- AMS/quoting handoff context
- Import/export
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
Next 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.