EngageSuite360 is the CRM for insurance businesses, with super intelligence built in. Ask it anything about your own records, and your insurance agent drafts the workflows your team runs for you to review and publish. Your pipeline (Quote Request → Information Gathered → Quotes Compared → Quote Presented → Policy Bound → Renewal Review) and your policyholders & policies are set up the day you sign in, in the words your team already uses.
This is the exact deal pipeline the Insurance template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Policyholders & Policies, with fields and terminology tuned to insurance.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your policyholders & policies. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Policyholders & Policies, with fields for the work insurance teams actually do. Ready when you sign in.
Ask “Which deals in “Quotes Compared” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows insurance: your pipeline, your policyholders & policies and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new quote”.
Then Assign it to the right person and set a task to route to the producer.
When A deal has sat in “Quotes Compared” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Renewal Review”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Franklin knows insurance inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows insurance teams run. Ask Franklin anything right here, by chat or live by voice.
Franklin also answers the phone for insurance businesses and writes every call into this CRM — add Franklin as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
The agent manages the entire cancellation workflow: validates the request, calculates return premium by carrier rules, submits to the carrier, confirms cancellation, and flags the lost policy for retention follow-up.
pulls current policy data, analyzes loss history, flags premium increases above threshold, triggers remarketing automatically.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Insurance problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Insurance template sets up your own pipeline (Quote Request → Information Gathered → Quotes Compared → Quote Presented → Policy Bound → Renewal Review), your records and fields in insurance terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Quotes Compared” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with insurance expertise: it knows your pipeline, your policyholders & policies and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Insurance template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Franklin and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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