Forms
Capture quote requests, coverage questions, and contact details directly on your agency website with forms that feed straight into HubSpot, so no inquiry gets lost in an inbox.
Every submission automatically creates or updates a contact record, giving your producers the context they need to follow up fast.
AEO
More insurance buyers now ask AI assistants like ChatGPT, Gemini, and Google’s AI Overviews which agency or coverage to choose.
HubSpot’s AEO tools help your agency show up in those answers, so you’re in the conversation before a prospect ever runs a traditional search.
SEO
Built-in SEO recommendations help your coverage pages, blog posts, and local landing pages rank for the searches your prospects are already making, like “commercial insurance broker near me.”
More organic traffic means a steady flow of qualified leads without increasing your ad spend.
Lead Scoring
HubSpot uses predictive machine learning algorithms to analyze your customers and determine the likelihood that your open contacts will become customers within 90 days.
Sales Workspace
Give your producers and account managers one place to start each day, with their tasks, leads, upcoming meetings, and follow-ups organized in a single view.
Instead of jumping between spreadsheets, inboxes, and your AMS, your team knows exactly which prospects and clients need attention next.
Activity Feed
See in real time when a prospect opens a quote email, revisits your coverage pages, or submits a form, so your producers can reach out while interest is highest.
Timely follow-up turns casual browsing into conversations and helps your agency win business before a competitor does.
Prospecting Agent
HubSpot’s AI-powered Prospecting Agent researches target businesses and drafts personalized outreach for your producers to review and send.
Your team can build a stronger pipeline of commercial accounts without spending hours on manual research and cold emails.
Sales Playbooks
Put your agency’s best practices into every conversation with guided call scripts, discovery questions, and coverage checklists that appear right inside the contact record.
Newer agents and producers ramp up faster, and every prospect receives a consistent, professional experience.
Sequences
Automate personalized follow-up emails and task reminders for quotes, renewals, and prospecting campaigns, with each sequence stopping automatically when the contact replies or books a meeting.
Your producers stay persistent without letting opportunities slip through the cracks or spending time on repetitive outreach.
HubSpot Mobile App
Your producers can access contact details, policy context, notes, and tasks from their phones whether they’re at a client site, a networking event, or on the road.
They can log calls, update records, and respond to leads on the spot, which keeps your data current and your team responsive.
Help Desk
Bring client service requests from email, chat, phone, and forms into one shared inbox, so certificate requests, policy changes, and billing questions are tracked and resolved on time.
Your account managers can see each client’s full history in one place, and nothing falls through the cracks when a team member is out.
Customer Success Workspace
Give your CSRs and account managers a single view of their book of business, with client health, upcoming renewals, open service tickets, and recent activity all in one place.
They can spot at-risk accounts early and focus on the clients who need the most attention, which helps improve retention.
Customer Agent
HubSpot’s AI-powered Customer Agent answers common client questions around the clock on your website and other channels, drawing on your agency’s own knowledge base content.
It handles routine questions instantly, freeing your service team to focus on complex requests and relationship-building.
Knowledge Base
Publish answers to frequently asked questions, such as how to request a certificate of insurance, report a claim, or update a vehicle, in a searchable online help center.
Clients get answers on their own schedule, and your team spends less time repeating the same information.
Feedback Surveys
Measure client satisfaction with NPS, CSAT, and post-service surveys that are sent automatically after key moments like onboarding, claims, or renewals.
Your agency gains clear insight into what’s working, can quickly follow up with unhappy clients, and can identify happy clients ready to refer others.
