AI CRM for Insurance Agents

Quotes, policies, renewals. Your AI keeps track.

Track quotes, bound policies and renewals in one pipeline, and let Claude or ChatGPT log leads, flag X-dates and draft follow-ups for you. A simple CRM for independent agents and small agencies, not an agency management system.

Start free Connect to Claude

Insurance template
Renewal and X-date reminders
Quote follow-ups
Free up to 300 records

Free up to 300 records and 1 user, no credit card. Unlimited records with All-Access, $9/mo.

PIPELINE · INSURANCE27 OPEN POLICIES

New lead

L. GarciaAuto + Home bundle

T. WrightLife · referral

Gathering info

Kim FamilyHome · needs dec page

Quoting carriers

Bayview BakeryCommercial · BOP

Quote presented

R. ShahAuto · moved by Claude

Bound

M. JensenRenters · X-date in 30 days

FIELDSLine of businessCarrierCurrent premiumRenewal / X-date

// how your AI helps

Renewals and follow-ups, from your chat.

Ask in Claude or ChatGPT. Your AI adds leads from your notes, lists renewals coming up and tells you which quotes have gone quiet.

CLAUDEKMS CONNECTOR

› show my renewals with an X-date in the next 30 days

5 policies renew in the next 30 days. The two largest premiums: Bayview Bakery (commercial) and Kim Family (home). Want me to draft a re-shop note for each?

CHATGPTKMS CONNECTOR

› which quotes were presented more than 5 days ago without a follow-up?

3 quotes: R. Shah (auto), T. Wright (life) and Olsen Farm (commercial). Want a follow-up draft for each?

// use cases

What agents track in it

01

Quotes in progress

Every lead from first contact through gathering info, quoting and quote presented.

02

Renewals and X-dates

A Renewal / X-date field and a reminder that brings policies back before they renew.

03

Follow-ups

Timers flag quotes without a follow-up and applications that are stuck in binding.

04

Lines and carriers

Line of business, carrier and current premium on every record, so you can see your book at a glance.

// make it yours

Your lines, your steps.

Start from the insurance template, then ask your AI to add a field for prior claims, a stage for underwriting questions or a reminder for applications stuck in binding. Every change is saved as a version you can roll back.

Add, rename or remove stages
Add fields that fit your work
Set reminder timers per stage
Start from an industry template
Every change saved as a version
Roll back in one step

HISTORYVERSIONED

Added field "Prior claims"by your AI · just now
Set 3-day reminder on Application / bindingby your AI · yesterday
Applied the insurance templateby you · last week

› undo the Prior claims field

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →

ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →

TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Questions from insurance agents

Is there an insurance template?

Yes. The insurance template has stages New lead, Contacted, Gathering info, Quoting carriers, Quote presented, Application / binding, Bound and Lost, with fields for line of business, carrier, current premium, quote presented, effective date and renewal or X-date.

Does it quote or connect to carriers?

No. There is no comparative rater, no carrier download and no AMS integration. You quote in your carrier portals or rater as usual and use the CRM to track where each lead and policy stands and when to follow up.

Can it remind me about renewals?

Yes. The template includes a Renewal coming up reminder based on the Renewal / X-date field. Your AI can list upcoming renewals or change the reminder window for you.

Is it compliant for storing client data?

It is a general-purpose CRM. It does not provide industry compliance archiving or a HIPAA BAA, so do not store health information or documents that your carriers or state rules require you to keep in an approved system.

How much does it cost?

Free up to 300 records and 1 user, no credit card, and your AI can do everything over MCP on Free too. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats. More on the main KMS AI CRM page.