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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.

Custom Fields
  • 100 custom fields for Personal lines
  • Homeowners, Auto, Umbrella
  • 100 custom fields for Commercial Lines
User Profiles
  • Agency Owners
  • Producers
  • CSRs
Email Marketing

Pre-build Email templates for automated events:

  • New customer welcome emails
  • Birthdays
  • Policy Renewals
Reports and Dashboard

Pre-configured reports and dashboards for each user profile.

How does this work?

Step 1 - Select some or all of our customizations you would like added to your HubSpot platform.

Step 2—We install our customizations on your instance of HubSpot Marketing and Sales Hubs rather than creating them from scratch.

Step 3—Once our customizations are installed, we make any additions, changes, or deletions to meet your organization's specific requirements.

HubSpot for Agents and Brokers

Use Cases

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

Marketing

Marketing Services 300x300

 

Sales

Sales Services 2 300x300

 

Service

Agents and Brokers Service 1000x1000

 

Lead Scoring and Routing

CRM management and optimization.

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.

Sales Processes

Sales enablement

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.

Case Management for Policy Renewal

Website rebrand

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

Social Media

Social Media

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.

Chatbot Sequences

Sponsorship management

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

Panelist outline

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

Email Marketing

Email Marketing

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

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.

FNOL

Custom email templates

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

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.

Email Sequences

Email sequences

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

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.

Synchronize HubSpot with Your AMS

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

Learn More
 

Synatic AMS Logos (4)

 

 

Key HubSpot Functionality for Agents and Brokers

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

The Prospecting Workspace
The Prospecting Workspace

Keep your agents and CSRs focused on-task as they engage their 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!

Integrations

The HubSpot App Marketplace contains over 1,000 options for HubSpot-certified integration apps.

Best of all, many of these integrations are free!

Why Should I Use HubSpot?

Agents and Brokers - HubSpot 1000x1000
Scaleability

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.

Simplicity

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.

FAQ's

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.