The most proven sales, service, marketing, and content platform in the world.
Insure AMS is built on HubSpot because no other platform delivers the same combination of sales productivity, service capability, ease of use, and AI-native tooling at scale. The numbers are consistent and well-documented. The adoption speaks for itself.
258,000+ businesses chose HubSpot. Here is why the results follow.
HubSpot is built to drive sales, not just store contacts.
The fundamental difference between HubSpot and a traditional CRM or AMS is that HubSpot drives action. Pipelines move deals forward. Sequences follow up automatically. Dashboards show producers and managers exactly what needs attention today. The system does not wait for someone to remember.
More deals closed by Sales Hub customers
Measured across Sales Hub customers after 12 months of active use. The improvement comes from structured pipelines, automated follow-up, and visibility that prevents deals from falling through the cracks.
Saved per rep per day by HubSpot AI tools
HubSpot's AI tools handle call summarization, email drafting, and deal prioritization so producers spend more time selling and less time on administrative overhead. These tools are built into the platform natively.
Faster campaign launches for marketing teams
HubSpot's centralized tools, automation, and templates reduce the time it takes to launch outreach campaigns. For insurance agencies, this translates directly to faster prospect engagement and shorter time-to-quote.
Service Hub turns a reactive inbox into a managed operation.
For insurance agencies, client service is where retention is won or lost. HubSpot Service Hub gives service teams a structured system with ticketing, routing, SLA tracking, escalation rules, and AI-assisted response drafting built in. The difference from managing service in an inbox is not incremental. It is fundamental.
Structured tickets, not open inboxes.
Every client request becomes a ticket with a stage, an owner, a deadline, and routing rules. When a CSR is unavailable, the ticket routes automatically. When a ticket ages past the SLA threshold, it escalates without anyone having to notice. Nothing sits unassigned.
89% of HubSpot customers report increased productivity. For service teams, that productivity shows up in faster response times, higher resolution rates, and less time spent tracking down the status of open requests.
AI drafts the routine. Agents handle the complex.
HubSpot Service Hub includes AI-assisted response drafting that uses ticket context to generate response drafts for routine requests. CSRs review and send. The response goes out faster, more consistently, and with less cognitive load on the team.
Service Hub customers who activate AI-assisted tools see measurably faster ticket resolution times. For insurance agencies where volume is high and margin for error is low, that speed compounds across the book.
A system your team will actually use.
The most sophisticated CRM in the world produces nothing if producers and CSRs work around it instead of inside it. HubSpot is specifically designed for fast adoption, and the data supports it.
Of new users find it easy within 6 weeks
HubSpot consistently outperforms more complex enterprise CRM platforms on ease of use. The learning curve is short, the interface is intuitive, and new users reach productivity faster than on competing systems.
Certified professionals in the HubSpot ecosystem
HubSpot Academy is one of the largest business education platforms in the world. Certifications in sales, service, marketing, and CRM management mean your team has access to training resources beyond what any single implementation partner can provide.
Integrations in the HubSpot Marketplace
HubSpot integrates with the tools agencies already use, including PowerSync AMS, developed by Insure Automation Solutions and certified on the HubSpot App Marketplace. The platform grows with the tools your agency adopts.
HubSpot is built for sales teams. Insure AMS configures it for insurance agencies.
HubSpot is not pre-configured for insurance. Personal lines pipelines, commercial sales cycles, X-date management, AMS data integration, renewal automation, and client tiering all require specific configuration. That configuration is what Insure AMS provides. The result is a sales and service platform that runs on the world's leading CRM infrastructure, configured for exactly how independent insurance agencies sell, service, and retain clients.
You own the platform. We build the system inside it.
You purchase the HubSpot license directly. Insure AMS builds and configures the system inside your instance. You own the data, the configuration, and the workflows outright. There is no lock-in with Insure AMS for running HubSpot, and no dependency on us to keep the platform functioning.
HubSpot ships improvements every quarter. Your system benefits from those improvements automatically, without a rebuild or a new implementation engagement.
The platform your producers already trust.
HubSpot is one of the most recognized business platforms in the world. When your producers and CSRs see it, they often already know what it is. Adoption is faster, skepticism is lower, and the transition from whatever they are using today is smoother than moving to a proprietary system nobody has heard of.
That recognition compounds. When a new producer joins your agency, onboarding to a HubSpot-based system means onboarding to a platform they likely already know.
1,500+ integrations and an open API that connects to virtually anything.
HubSpot is one of the most open CRM platforms in the market. The HubSpot App Marketplace lists over 1,500 certified integrations. Beyond those, HubSpot's open API and MCP (Model Context Protocol) server allow third-party developers to build deep integrations that connect virtually any software to HubSpot data. For insurance agencies, this means the communication tools, quoting platforms, and workflow tools you already use can connect directly to the CRM.
Our recommended phone system.
Aircall is HubSpot's most-installed calling and messaging partner, named HubSpot's Co-selling Partner of the Year three years running and a Premier partner in HubSpot's Technology Partner Program. With 15,000+ active installs, every call, SMS, and voicemail syncs automatically to HubSpot contacts, deals, and tickets in real time. Power dialing, AI call transcription, coaching scorecards, and inbound routing are all built in and connected to HubSpot workflows.
Our recommended SMS and RVM platform.
SalesMSG is a two-way SMS, MMS, and Ringless Voicemail platform built for HubSpot. Texts and voicemails sync to contacts, deals, and tickets. Workflow automation triggers outreach sequences, renewal reminders, and follow-ups directly from HubSpot without manual effort. Broadcast SMS reaches large lists for campaigns and announcements. AI agents handle inbound replies automatically, and 10DLC registration keeps deliverability compliant.
HubSpot connects to tools that are not in the Marketplace.
HubSpot's open API and MCP server support allow any software developer to build a HubSpot integration. Many third-party platforms offer HubSpot connections that are not submitted for Marketplace certification but are fully functional. If a tool your agency uses does not appear in the Marketplace, it may still connect to HubSpot through its own integration or through the API directly.
Aircall, Kixie, RingCentral, LightSpeed, GoTo, CallRail, Dialpad, and Vonage are just a few.
Every major phone system in the market has a HubSpot integration where call activities, recordings, and outcomes are logged automatically to the contact, deal, or ticket record. Aircall, Kixie, RingCentral, LightSpeed, GoTo, CallRail, Dialpad, and Vonage all connect to HubSpot and sync call data in real time. Your team stays inside HubSpot while the phone system handles the call — and every interaction is captured automatically without manual logging.
Explore the full library of certified HubSpot integrations.
The HubSpot App Marketplace lists every certified integration across sales, service, communication, data, and AI tools.
We don't ask if HubSpot can do it. We ask how to build it with HubSpot.
HubSpot ships with more sales, service, and marketing tooling than most agencies ever put to use. Every workflow below already exists in the platform. The work is configuring it for insurance, not waiting on a feature request.
For sales
The tools that move a lead to a bound policy faster, and keep every producer working the same playbook.
- Sales sequencesMulti-touch, timed outreach across email and tasks, with automatic pausing the moment a prospect replies or books a meeting.
- Snippets & email templatesReusable, trackable messaging built once and shared across the whole sales team, so quality doesn't depend on who's typing.
- 1:1 emails through your own domainProducers send from your agency's domain, not a shared sending address, so deliverability and sender reputation stay yours.
- Quotes & line itemsItemized, professional quotes generated straight from the deal record, with every coverage line tracked individually.
- Deal pipelines & playbooksA repeatable, stage-based process every producer follows, with guided scripts built into the record.
For service
The tools that keep client requests moving without a CSR having to remember what's outstanding.
- Knowledge baseA searchable, self-service article library connected directly to tickets and chat, so clients find answers before they call.
- Ticket pipelines, SLAs & escalationEvery request gets a stage, an owner, and a deadline. Nothing sits unassigned past its threshold.
- Customer portalClients check the status of an open request themselves, without a phone call or a follow-up email.
- Feedback surveysCSAT and NPS responses attach directly to the account record, not a separate survey tool.
Built into every record
The data layer underneath sales and service, shaped around how your agency actually works.
- Customized record dashboardsProducers and CSRs see the exact fields they need on a contact, deal, or ticket, nothing else in the way.
- Custom views & segmentsSlice the book any way that matters: by tier, by X-date, by carrier, by producer, saved and shared across the team.
- Easy-to-build automationsWorkflows move records, assign tasks, and trigger communications automatically, built and adjusted without a developer.
- Custom properties & objectsThe data model reflects your process, including policy and coverage data that doesn't exist in a generic CRM.
For content & marketing
The same platform sales and service run on also runs outbound content, without a separate tool to maintain.
- Landing pages & formsPublished and connected to the CRM without a developer ticket, from a quote request form to a full campaign page.
- Email marketing campaignsNewsletters, drip campaigns, and announcements sent to segmented lists, with performance tracked back to the contact.
- Blog & SEO toolsBuilt-in content recommendations and on-page guidance that make agency content easier to find in search.
- Ads & campaign reportingAd spend and results tie back to the same contact record everywhere else in the system, not a separate dashboard.
Breeze: HubSpot's AI, built into everything you already use.
Breeze is not a separate product bolted onto HubSpot. It is the AI layer running underneath the CRM, drawing on your actual contact, deal, and ticket data instead of operating in isolation the way a standalone AI tool does. HubSpot ships over 100 AI features under the Breeze name, organized into three pillars.
A helper for every seat.
Breeze Assistant works alongside producers, CSRs, and managers directly inside HubSpot: drafting emails, summarizing a contact or deal record, researching a company before a call, and answering questions about your own data without leaving the record you're on.
AI teammates that work on their own.
Unlike Assistant, Agents run autonomously: monitoring records, taking action, and completing multi-step tasks without a person prompting each step. HubSpot's agent lineup covers customer service, prospecting, content, and data hygiene.
Cleaner data, without the manual entry.
Breeze Intelligence enriches contact and company records automatically, filling in details like company size, revenue, and industry, and flags buyer intent by tracking which companies are visiting your site, even before they fill out a form.
Customer Agent, Prospecting Agent, Content Agent, and Data Agent.
Customer Agent answers client questions in chat using your knowledge base and site content, resolving routine requests before they become a ticket. Prospecting Agent monitors accounts for buying signals and launches personalized outreach on its own. Content Agent drafts blog posts, emails, and marketing copy from a brief. Data Agent keeps CRM records clean and enriched in the background. Each one runs on the same underlying CRM data as everything else in HubSpot, so nothing lives in a silo.
See what HubSpot looks like for your agency.
We walk through the platform live in a working session, show what Insure AMS builds inside it, and run the math on what it delivers for your specific book.
Book a working session