AI-powered CRM for insurance teams & advisor firms

Go beyond basic contact tracking. Salesmate gives you a full picture of every client and policy lifecycle so you can build lasting relationships and boost retention.

• 360° Policyholder & Household profiles: View complete contact histories, linked accounts, family relationships, past claims, renewals, and communications in one place.
• Relationship mapping: Understand how clients, dependents, and policies connect across a household or commercial account.
• Lead segmentation & Scoring: Prioritize leads by policy type, premium value, region, or engagement levels using custom scoring.

With Salesmate’s insurance CRM software, you can attract high-intent prospects and fill your sales pipeline around the clock. Generate more leads and route them instantly to the right agent or team. 

• Omnichannel communication: Capture inquiries from email, web forms, live chat, SMS, and social media. All channels feed into a single, centralized CRM view. 
• Smart web forms: Embed customizable quote forms on your website. Automatically map the responses to the right lead or account. 
• Meeting scheduler: Let prospects book consultations directly from your calendar. Eliminate delays and reduce drop-offs with real-time scheduling. 

Great support turns policyholders into loyal clients. Salesmate’s insurance agency CRM leverages cutting-edge AI to transform your support team into a powerful, responsive force that never sleeps. 

• AI autopilot: Answers FAQs, routes service requests, and handles quote queries 24/7. 
• AI Copilot: Drafts personalized responses during live chats, emails, and calls based on context and brand tone. 
• AI-generated follow-ups: Smart suggestions and complete drafts for new policy onboarding, renewal nudges, and claim updates. 

 

Get full visibility into your sales performance, call activities, and client portfolio with Salesmate’s insurance CRM reporting tools. These tools are designed specifically to meet the needs of insurance brokers and agencies. 

• Role-Based dashboards: Track RIA performance, client engagement, campaign impact, and policy churn in real time. Give each team access to the insights that matter most to their role. 
• Custom reports: Measure commissions, claim resolution times, conversion ratios, and upsell opportunities. Build reports tailored to your products, sales cycles, and regulatory needs. 
• Scheduled reports: Automatically send weekly or monthly summaries to agents, managers, or executives. Keep everyone aligned with timely data, without manual work. 

Supercharge your insurance sales with AI that works 24/7. From decoding sales calls to crafting follow-up emails, Salesmate’s "AI employee" empowers agents to close policies faster and stay compliant. 

• Conversation intelligence: Automatically analyze policy consultations and sales calls to improve client pitches and conversions. 
• Call transcriptions: Keep real-time records of every interaction for audits, training, and clear follow-ups. Help agents stay focused during calls while maintaining a searchable, compliant archive. 
• Automated email drafts: "Salesmate AI employee" crafts personalized, ready-to-send emails for new policies, renewals, or claim updates, saving your team hours.

Switching CRMs shouldn't disrupt your business. With Salesmate, insurance teams enjoy a smooth onboarding journey backed by expert support and simple tools. 

• Easy CRM import: Seamlessly migrate contacts, client histories, and policy pipelines with a few clicks. 
• Guided onboarding: Customize stages for claims, policies, and renewals with hands-on assistance. 
• Seamless support: Our team ensures every agent and manager is fully equipped to hit the ground running.