Organized. Optimized. Automated.
HubSpot Sales Hub is one of the most proven sales platforms in the world. Insure AMS configures it specifically for personal and commercial insurance sales, so your agency gets a fully built, optimized, and trained sales operation without starting from zero.
The world builds on HubSpot, and for good reason.
HubSpot Sales Hub is trusted by over 258,000 businesses in 135 countries. The results its customers consistently report are measurable and significant.
- Companies using HubSpot CRM close 50% more deals
- 89% of HubSpot users report higher productivity on the platform
- Businesses report a 505% ROI over three years
- Ranked number one CRM for sales by G2 in 2024
- 258,000+ paying customers operating in 135+ countries
- Sales Hub users send over 2 billion emails per year through the platform
- AI tools in HubSpot save sales reps up to 2 hours per day
- 80% of successful sales require five or more follow-ups, and HubSpot automates every one
HubSpot is built for sales teams. Insure AMS configures it for insurance agencies.
HubSpot Sales Hub is a world-class platform. It is not, out of the box, an insurance sales platform. Personal lines, commercial lines, X-dates, AMS data, multi-stakeholder commercial accounts, and producer handoff workflows each require specific configuration to work the way insurance agencies sell. That configuration is what we build.
The platform is powerful. The gap is configuration.
Most agencies that purchase HubSpot use a fraction of what it can do. Without a configured insurance sales process, producers work around the system rather than inside it. The platform is powerful. What takes time is building pipelines, sequences, routing rules, and dashboards that match how your agency actually sells.
That is exactly what we do, so you do not have to figure it out on your own.
We build it, optimize it, and train your team.
We configure HubSpot Sales Hub for personal and commercial insurance sales from the ground up. Separate pipelines for each line. Automation built for the way insurance sells. Producer workspaces, lead routing, follow-up sequences, and owner dashboards all configured and working on day one.
Then we optimize it with you as you use it. Then we train your team. The goal is a sales operation your producers own and run, not one that depends on us to maintain.
A complete insurance sales operation, configured and ready.
Both personal and commercial lines are covered from day one. Each has its own pipeline, its own automation, and its own producer workflow. 60-day delivery with live training and post-launch support included.
- Personal lines sales pipeline with automated follow-up sequences
- Commercial lines pipeline built for 60-180 day sales cycles
- Lead capture and intelligent routing to the right producer
- X-date capture and renewal re-engagement workflows
- Multi-stakeholder tracking for commercial accounts
- Appointment-setter to producer handoff workflows
- Daily producer workspace showing what needs attention today
- Owner and manager dashboards with real-time pipeline visibility
- Email templates, call scripts, and activity logging standards
- Win-back and lost-prospect re-engagement automation
Retain the investment you made generating a lead and time spent quoting on every prospect, even when they say no.
Every agency spends real money bringing prospects into and going though the quoting process. When a prospect does not buy, that investment does not have to be lost. Our new business sales build includes a Closed-loop Lost Prospect Management process that keeps every quoted prospect working in your pipeline until you decide they are done.
Quoted prospects stay visible to you and your team.
When a prospect does not buy, they do not disappear from your pipeline. They move to a designated stage where they remain visible to every producer and manager on your team. Nobody forgets about them because the system will not let them.
Re-engagement timed around their X date.
Every quoted prospect has a policy expiration date. The system times re-engagement around that date automatically. When a prospect is approaching renewal with their current carrier, your team is already back in front of them, not finding out after the fact.
They re-enter your sales process automatically.
Using HubSpot automation, quoted prospects cycle back into your active sales process at the right time without anyone having to remember to follow up. The outreach goes out, the task gets created, and the producer picks up where the last conversation left off.
They stay in the process until you say otherwise.
A prospect stays in the Closed-loop Lost Prospect Management cycle for as long as you want them there. The only way they leave is if you actively choose to disqualify them and remove them from the process. Until then, the system keeps working on your behalf.
Our Quoting Center makes HubSpot an even more powerful sales tool.
Our insurance-specific interview and intake forms make HubSpot a purpose-built quoting tool, not just a CRM. Better data collected during the sales interview means faster, more accurate quotes and a stronger first impression with every prospect.
Structured sales interviews inside HubSpot
Our Quoting Center intake forms guide producers through personal and commercial interviews directly inside HubSpot. Every field is captured in order, connected to the deal record, and ready for quoting without re-entry into a separate system.
Canopy Connect and Fenris data on demand
Producers can pull existing coverage data from Canopy Connect or enriched prospect data from Fenris directly into the intake form during the interview. The conversation moves faster and the data going into the quote is more complete.
Direct quoting integration through Gaya
Interview data flows directly into Gaya for quoting. The producer collects the information once and the quote follows from it automatically. No switching tools, no re-entering data, no friction between the interview and the first quote.
See what your sales operation looks like on HubSpot.
We walk through a live build of the personal and commercial pipelines, show the producer workspace and owner dashboards, and run the math on what the platform delivers for your agency specifically.
Book a working session