HubSpot for Insurance

Yes. HubSpot is a full marketing, sales and service platform used by independent agencies, brokerages and carriers. Configured with an insurance data model, with or without an AMS connection, it tracks policies, coverages, renewal dates and producers the way an agency works.

No. Your AMS stays the system of record for policies, accounting and servicing. HubSpot becomes your system of engagement for marketing, sales and service, fed by an automatic sync with your AMS.

Yes. Our Stand-alone edition puts clients, policies, coverages and renewals in HubSpot for agencies and brokers that don't use an AMS. Carrier downloads and commission accounting stay outside HubSpot, and you can add AMS sync later.

We integrate HubSpot with Applied Epic, AMS360, Sagitta, HawkSoft and QQCatalyst through Synatic AgencyFuse, with our data model mapped to each vendor's APIs. See AMS Integration for details.

Most insurance CRMs focus on the sales pipeline. HubSpot runs marketing, sales and service on one platform, scales as you add producers and locations, and connects to thousands of apps. HubSpot for Agents & Brokers adds the insurance-specific configuration.

Most agencies are live in weeks rather than months, because the insurance data model and workflows are already built. Launch Plans start at $2,500 plus HubSpot licensing.