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What is HubSpot for Agents and Brokers?

HubSpot for Agents and Brokers is a customized version of HubSpot Marketing and Sales Hubs pre-configured for independent agencies and brokerage firms.

HubSpot Agents and Brokers Contact View

HubSpot for Agents and Brokers Overview

Click below to immediately download a copy of our two-page overview of HubSpot for Agents and Brokers.


HubSpot for Agents and Brokers Overview 773 x 1000

Custom Fields

We have developed customizable fields that can be easily and quickly adjusted to meet your specific requirements:

  • 100+ custom fields for Personal Lines
  • 100+ custom fields for Commercial Lines
  • Agency-specific custom fields
Customer Fields

User Profiles

Pre-defined user profiles are essential for optimizing the user experience and tailoring services to meet specific needs for:

  • Account Managers
  • Agents
  • Agency Owners
  • CSRs
  • Producers
User profile

Reports and Dashboards

Pre-configured reports and dashboards for each user profile for tracking:

  • Renewals
  • New Business
  • Prospecting Activities
  • CSR Activities
Homeowner Policy Renewals

Email Marketing

Elevate your email marketing efforts using personalized and automated templates for increased engagement and conversions with:

  • New customer welcome emails
  • Monthly Newsletters
  • Policy Renewals
  • Birthday
  • Turning 65
Auto Policy 15-Day Renewal Email


Streamline your processes and increase efficiency with pre-built automation workflows for:

  • Email Marketing Drip Campaigns
  • Policy Renewals
  • New Customer Onboarding
  • Lead Scoring and Routing
  • Lead Tracking
  • Lost Customer Win-back
Auto 15-Day Renewal Email Workflow

How does this work?

Our customizations for the HubSpot for Agents and Brokers platform are easily uploaded to your HubSpot Marketing and Sales Hubs in three simple steps:

3 Steps to customize HubSpot
HubSpot for Agents and Brokers

Use Cases

Transform your marketing, sales, and services teams with HubSpot as your ultimate System of Engagement.


Lead Scoring and Routing

Target Audience

Automated lead distribution by assigning leads to sales in a round-robin order or by factors like policy type, deal value, territory, intended use case, or a combination determined by a sophisticated lead scoring system.

Social Media

Social media 2

Develop and oversee your social media strategies across the most suitable platforms tailored to the specific needs of policyholders, their geographical location, and other relevant factors.

Email Marketing

Email marketing3

Create automated lead nurturing campaigns for new business and develop cross-sell and upsell opportunities with existing customers.

Marketing Campaigns

Marketing promotion

Maximize the potential for cross-sell and upsell opportunities by harnessing the power of all your communication channels, from email and social media to messaging.


Keep track of potential customers, manage your sales pipeline, and automate your sales processes and reporting.

Sales Processes

Sales automation 2

Streamline your sales operations by implementing automated processes that reduce administrative tasks for your sales team, allowing them to prioritize new business opportunities and renewals.

Chatbot Sequences

Chatbot 1

Engage with potential customers, schedule appointments, deliver exceptional customer support, and expand the reach of your personal interactions with the power of chatbot sequences.

Booking Meetings

Webinar moderator

Allow customers and prospects to schedule meetings with your sales or customer services teams without using expensive third-party meeting software.

Email Sequences

Email sequences

Develop email sequences for sales to enhance the effectiveness and efficiency of communication with prospective customers.


Case Management for Policy Renewal

Case Management

Automate your policy renewal process tasks by creating tasks for customer service representatives and agents

Welcome Emails

Email sequence TSI blue 100 px

Delight new policyholders with a sequence of captivating welcome emails, expressing gratitude for their business and keeping them engaged with personalized updates.


First notice

Use automation to create personalized FNOL submissions using forms and chatbots.

Chatbot Sequences

Chatbot 1

Engage with potential customers, schedule appointments, deliver exceptional customer support, and expand the reach of your personal interactions with the power of chatbot sequences.

Customer Surveys

Customer survey

Gather valuable feedback by seamlessly delivering customer satisfaction surveys via email, chat, or prominently showcasing them on your website.

Synchronize HubSpot with Your AMS

Integrate your Agency Management System with our Insurance industry-specific version of HubSpot.


AMS Only Integrations - Edited


Key HubSpot Functionality for Agents and Brokers

HubSpot provides a plethora of valuable functionalities tailored for agents, producers, CSRs, senior management, and agency owners.

Lead Management & Prospecting Workspace
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
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.

Meeting Scheduling
Meeting Scheduler

Meeting Scheduler syncs with your calendar and tracks meeting within HubSpot. Create round-robin team calendars or individual calendar links that can be used on your website, emails or any channel you prefer!

HubSpot Customer Success Workspace
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.

HubSpot Predictive Lead Scoring
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
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.


The HubSpot App Marketplace contains over 1,500 options for HubSpot-certified integration apps. We have listed some of the most commonly used applications by insurance agents and brokers.

Best of all, many of these integrations are free!

✔️Agency Management Systems





✔️Insurance Apps

✔️Sales Enablement

✔️Social Media

✔️Website and CMS

Why Should I Use HubSpot?

HubSpot for Agents and Brokers

HubSpot is a full-function, enterprise sales, marketing, and services platform that can scale to meet your current and future needs.

Leverage Your Data

Our AMS Sync option enables you to use ALL of the customer, policy, claims, and prospect data that resides in your AMS with HubSpot and other insurance industry solutions.


Your customer and prospect data is synced to one HubSpot database that is shared with the HubSpot Sales, CRM, Marketing, and Services platforms.

Generate New Revenue

HubSpot can integrate with your website to generate new inbound leads for your agency 7x24x365.

HubSpot for Agents and Brokers Overview and Demo

Schedule a time to discuss how our customized version of HubSpot can be implemented for your organization.

Our HubSpot Platform Expertise


HubSpot Marketing Hub
HubSpot Marketing Hub

Marketing automation platform with all your marketing tools and data in one place.

HubSpot Sales Hub
HubSpot Sales Hub

Sales CRM system designed for sales to spend less time on administrative tasks.

HubSpot Service Hub
HubSpot Service Hub

Customer Service automation and self-service platform for all your channels.

HubSpot CMS Hub
HubSpot CMS Hub

HubSpot Content Management System to design and host your website.

HubSpot Operations Hub
HubSpot Operations Hub

Operations software that lets you easily sync, clean, and curate customer data, and automate business processes.

Operations Hub
HubSpot CRM

Free CRM to store all contact, company, and deal info for a complete view of your customers.


HubSpot for Agents and Brokers

Does HubSpot replace my agency management system?


Absolutely not! We have an option to integrate HubSpot with your agency management system. Your AMS will still be the primary system for your agency's records, while HubSpot will become the ultimate platform for engaging with your audience.

Why is HubSpot a better choice than insurance industry-specific marketing and CRM systems?
HubSpot is a full-function enterprise sales, marketing, and services platform that is used by insurance carriers, brokers, and independent agencies. Regardless of the industry, HubSpot can be configured as an industry-specific platform.
What agency management systems can you integrate with HubSpot?
HubSpot can be integrated with Vertafore AMS360, Sagitta, BenefitPoint, Hawksoft, and Applied.