HubSpot Customizations
We have developed personalized insurance fields for contacts, companies, deals, policies, claims, and additional categories.
Use Cases
Out-of-the-box automated marketing, sales, and service use cases designed specifically for agencies and brokers.
AMS Integrations
Integrate your Agency Management System with our Insurance industry-specific version of HubSpot.
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.
Custom Fields
We have developed customizable fields that can be easily and quickly adjusted to meet your specific requirements:
- 100+ custom fields for HubSpot Companies, Contacts, Deals, and Ticket properties
- Custom objects for Policies and Claims
- 100+ custom fields for Personal Lines policy and claims data
- 100+ custom fields for Commercial Lines policy and claims data
- 100+ Life Insurance custom fields
- Agency-specific custom fields
Reports and Dashboards
Pre-configured reports and dashboards for each user profile for tracking:
- Policy Renewal Campaigns
- Cross-sell and Upsell Campaigns
- New Customer Onboarding
- Automated Lead Distribution
- Lead Nurturing Campaigns
- Payment Reminders
.png?width=882&height=586&name=Auto%20Policy%20Renewals%20Screenhot%20(1).png)
Our out-of-the-box reports will automatically display only the information each user can access per their user profile.
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.