Insurance professionals
✨ Now Available - Version 5.1

Manage Your Insurance LeadsLike a Pro

The complete CRM platform built specifically for insurance agents. Track leads, automate follow-ups, and close more deals.

14-day free trial
No credit card required
Cancel anytime
Features

Everything You Need to Succeed

Powerful features designed specifically for insurance agents to streamline their workflow.

Lead Management & Groups
Lead Management & Groups

Organize and track all your insurance leads with detailed profiles, activity history, and powerful group management for families and businesses.

Smart Calendar Sync
Smart Calendar Sync

Automatic synchronization with Google Calendar for follow-ups, birthdays, and license expiration reminders (Growth Pro plan and above).

Gmail Integration
Gmail Integration

Send personalized emails and campaigns directly from the CRM using your Gmail account with tracking (Growth Pro and Elite plans).

Task Management
Task Management

Keep track of your daily tasks and link them to specific leads for better organization and productivity.

Analytics Dashboard
Analytics Dashboard

Customizable dashboard with real-time insights on your leads, conversions, and follow-up activities.

Secure & Compliant
Secure & Compliant

Enterprise-grade security with encrypted data storage and automatic backups to protect your sensitive client information.

Pricing

Choose Your Plan

Start with a 14-day free trial. No credit card required. Upgrade or downgrade anytime.

Starter Agent
Essential tools for new agents
$9.99/month

14-day free trial

Up to 25 active leads
500 MB in-app storage for attachments
All core CRM features
AI Assistant included
MOST POPULAR
Growth Pro
Power up with Google integrations
$24.99/month
Everything in Starter Agent, plus:
Up to 100 active leads
2 GB in-app storage
Google Integration (Gmail, Calendar, Drive)
WhatsApp messaging from lead profiles
Email support

When connected to your own Google account, storage capacity is based on your Google Drive capacity. You can upgrade your Google account for more storage.

Elite
Advanced marketing automation
$39.99/month
Everything in Growth Pro, plus:
Unlimited active leads
15 GB in-app storage
Marketing Suite:
• Lead form for social media and website
• Landing page
• Digital email signature
• Exclusive QR code to lead form submission
Priority support

When connected to your own Google account, storage capacity is based on your Google Drive capacity. You can upgrade your Google account for more storage.

FAQ

Frequently Asked Questions

Find answers to common questions about I-InsureCRM.

Ready to Transform Your Lead Management?

Start organizing and growing your insurance business with powerful tools designed specifically for agents.

14-day free trial • No credit card required • Cancel anytime