EngageSuite360 › Insurance CRM

The Free CRM for Insurance, with Your Pipeline Built In

EngageSuite360 is a free CRM built for insurance businesses: 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. Contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports are included. No subscription, no credit card.

Set up my Insurance CRM See pricing

✓ No subscription✓ Unlimited contacts & teammates✓ No credit card✓ Not a trial

Your pipeline, pre-built on day one

This is the exact deal pipeline the Insurance template seeds at signup — the same stages the product ships, not marketing copy:

Quote RequestInformation GatheredQuotes ComparedQuote PresentedPolicy BoundRenewal Review

Your records speak your language too — the template tracks Policyholders & Policies, with fields and terminology tuned to insurance.

A generic CRM makes you translate. This one starts in your words.

A generic CRM

LeadQualifiedProposalClosed Won

Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.

EngageSuite360 for insurance

Quote RequestInformation GatheredQuotes ComparedQuote PresentedPolicy BoundRenewal Review

Records called Policyholders & Policies, with fields for the work insurance teams actually do. Ready when you sign in.

Why the CRM costs nothing

No subscription, not a trial

The CRM has no monthly fee and no end date. Unlimited contacts and unlimited teammates. No credit card at sign-up.

How we earn

We earn when a business adds AI agents, such as an AI front desk or an agent for one insurance job. Agents are never switched on for you.

Why the CRM comes first

An agent is only as useful as the records it works in. Agents added later work in these same policyholders & policies, so nothing has to be moved.

When you are ready: agents that work in your insurance records

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.

Policy Cancellation Agent

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.

Policy Renewal Agent

pulls current policy data, analyzes loss history, flags premium increases above threshold, triggers remarketing automatically.

A paid upgrade, added when you choose. The CRM is complete without it.

Franklin, EngageSuite360 Insurance Ambassador

Meet Franklin — your Insurance ambassador

Franklin knows insurance inside out and helps teams like yours get set up on EngageSuite360 in minutes. Ask anything — Franklin chats, speaks out loud, and can even talk with you live by voice, right here on the page.

💬 Chat with Franklin 🎙️ Talk live

Franklin also answers the phone for insurance businesses and writes every call into this CRM — add Franklin as your receptionist →

Latest from Franklin · newest first

Insurance problems, one at a time — what changes when an AI agent handles them.

Agencies Close Coverage Gaps When Every Change Is Confirmed in Writing · Sep 10, 2026
The Endorsement Agent gathers every detail of a mid-term change, files it with the carrier and confirms it in writing, so no change slips through.
Your Retention Agent Works At-Risk Accounts Before They Walk · Sep 8, 2026
The Retention Agent spots at-risk accounts early, runs a consistent save campaign and shops other markets, so producers spend their time with the client.
Deploy a Claims Documentation Agent and Hand Adjusters a Whole File · Sep 5, 2026
The Claims Documentation Agent chases claim documents, files them in order with consistent names and routes each claim to the right adjuster for your CSRs.
Contractors Keep Their Jobs When Every Certificate Fits the Contract · Sep 4, 2026
The Certificate of Insurance Issuance Agent checks coverage, adds the right additional insured and delivers each COI, so your CSR can serve policyholders.
Agencies Hold Their Book When Every Renewal Is Reviewed Ahead of Time · Sep 3, 2026
The Policy Renewal Agent pulls each renewal, reviews loss history, flags premium increases and starts remarketing, so account managers stay with clients.
Policyholders Stay When Every Claim Call Gets a Calm, Complete Answer · Sep 1, 2026
The First Notice of Loss Agent takes the claim call, collects what the carrier needs, confirms coverage, files the claim and tells the client what's next.

All Insurance articles → Every industry ambassador

Everything a insurance team needs, included

👥Contacts & CompaniesUnlimited records, full history.

📊Deals & PipelinesIndustry-shaped kanban stages.

✅Tasks & CalendarFollow-ups and shared calendar.

📝Notes & DocumentsEverything on the right record.

📈Reports & DashboardsPipeline, win-rate, lead source.

📥CSV & Excel ImportBring your spreadsheet along.

🛠️Custom Fields & LayoutsShape records your way.

📱Works EverywhereFully responsive on any device.

What did the calls you didn’t answer cost you?

We’re not going to quote you a statistic about other businesses. Put in your own two numbers and do the arithmetic yourself.

Your two numbers

Nobody knows these better than you do. Rough is fine.

Calls a week that go unanswered After hours, on a job, on the other line — all of it.

What one new customer is worth to you The whole relationship, not the first invoice.

$600

If only one in twenty-five was a real customer

$14,976

a year, walking past you

That’s 3.1× what the front desk costs for a year.

Deliberately conservative. That’s 624 unanswered calls a year, and we assumed twenty-four out of every twenty-five was nobody — a wrong number, a supplier, someone who was never going to buy. If your real rate is better than one in twenty-five, the figure above is too small.

Frequently asked

What makes this a CRM for insurance, not a generic one?+

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 all core CRM modules: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.

Is the insurance CRM really free?+

Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.

What do AI agents add for a insurance business?+

The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same policyholders & policies your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.

How long does setup take?+

Minutes. Sign up, choose the Insurance template, and your pipeline, terminology, and fields arrive pre-configured. Import contacts by CSV and start working.

Can my whole insurance team use it?+

Yes. Your team shares the same contacts, pipeline, calendar, and reports, so handoffs happen in the CRM instead of in text threads.

The Free CRM for Insurance, with Your Pipeline Built In

Your pipeline, pre-built on day one

A generic CRM makes you translate. This one starts in your words.

Why the CRM costs nothing

When you are ready: agents that work in your insurance records

Meet Franklin — your Insurance ambassador

Latest from Franklin · newest first

Everything a insurance team needs, included

What did the calls you didn’t answer cost you?

Frequently asked

Your insurance CRM is set up the moment you sign in

CRMs for other industries