HubSpot Customizations
We have developed personalized insurance fields for contacts, companies, deals, policies, claims, and additional categories.
AMS Integrations
Integrate your Agency Management System with our Insurance industry-specific version of HubSpot.
Use Cases
Out-of-the-box automated marketing, sales, and service use cases designed specifically for agencies and brokers.
Featured Integrations
Popular HubSpot integrations commonly used by insurance agencies and brokerages.
HubSpot Key Functionality
Our customizations extend into the power functionality offered by HubSpot's Marketing, Sales and Service Hubs.
Lead Management & Prospecting Workspace
Keep your agents, producers, and CSRs focused on their tasks as they engage their leads and qualified prospects.
Call Tracking Software
HubSpot's Call Tracking Software tool allows calls to be placed directly from a browser or a desk phone, and automatically tracks and logs sales calls in your CRM.
Playbooks
Playbooks are interactive cards displayed in HubSpot Sales and Service Hubs. Playbooks provide guidance for Producers, Account Managers, and CSRs
Customer Success Workspace
The customer success workspace is a personalized HubSpot workspace that allows customer success managers to manage their book of business and upcoming success activities in one place. It helps them stay organized, prioritize tasks, and optimize their schedule.
Predictive Lead Scoring
HubSpot's predictive lead scoring uses machine learning to analyze thousands of data points and determine which leads are most likely to convert into customers. The system becomes smarter over time, resulting in a self-optimizing lead scoring system.
HubSpot Mobile App
Users of HubSpot’s mobile app can perform all the tasks they typically do on a desktop CRM: entering and updating contact records and viewing historical customer timelines to gain additional context.
HubSpot Marketing Hub
Marketing automation platform with all your marketing tools and data in one place.
HubSpot Operations Hub
Operations software that lets you easily sync, clean, and curate customer data, and automate business processes.
HubSpot CRM
Free CRM to store all contact, company, and deal info for a complete view of your customers.