Replace spreadsheets and disconnected tools with one CRM to manage leads, policies, renewals, service, and growth effortlessly for modern agencies.
ConvergeHub provides CRM software for insurance agencies and brokers to manage leads, quotes, policies, renewals, and customer relationships from one secure platform. Designed for P&C, health, and life insurance teams, it centralizes sales pipelines, client communications, and service requests, helping agencies respond faster, improve follow-ups, and increase policy conversions without increasing operational complexity across growing, regulated insurance businesses nationwide.
Built for small and midsize insurance businesses, ConvergeHub supports the entire policy lifecycle, from lead capture to renewal retention. Automation reduces manual work by triggering reminders, follow-ups, and service workflows automatically. With complete customer visibility, agencies gain better control over pipelines, renewals, cross-sell opportunities, compliance documentation, and long-term client loyalty across modern insurance operations, sales, service, growth, scale, security, and trust.
Capture insurance leads, manage quotes, track underwriting stages, and efficiently follow opportunities through structured pipelines.
Track active policies, automate renewal reminders, and manage 120/90/60-day outreach without missed deadlines across teams.
Log endorsements, policy changes, certificates, and claims assistance for cases with priorities, owners, and histories.
Automate follow-ups, task assignments, escalations, and service workflows to reduce manual effort and errors consistently.
View every call, email, note, document, and interaction in one unified customer timeline, instantly accessible.
Monitor conversion rates, renewal performance, service volumes, and revenue trends with real-time, clearly visualized dashboards.
Respond to new insurance inquiries instantly with automated assignments, alerts, and follow-up workflows enabled on the platform.
Increase bind rates by automatically prioritizing hot leads and enforcing consistent follow-up at every stage.
Reduce churn with proactive renewal reminders and structured outreach before policies expire consistently across teams.
Resolve service requests faster with centralized cases, clear ownership, and complete visibility into policy context at all times.
Gain real-time insight into quotes, renewals, and opportunities across agents, products, and timelines, instantly accessible.
Eliminate manual tracking and spreadsheets through automation, improving accuracy, productivity, and compliance across agency operations.
Purpose-built CRM workflows align with how insurance agencies sell, service, renew, and grow efficiently and sustainably.
Intuitive design helps agents and staff onboard quickly without heavy training or disruption to operations.
Powerful automation simplifies daily tasks without requiring technical expertise or complicated setup for teams everywhere.
See every interaction, policy, document, and service request in one secure location, anytime, anywhere, easily.
Support growing books of business, users, and products without changing systems or processes mid-growth expansion.
Built on secure infrastructure with role-based access to protect sensitive insurance data reliably, daily, constantly.
Connect with our team to see how ConvergeHub helps insurance agencies streamline operations, improve retention, and accelerate nationwide growth.
Request a Free DemoFind answers to common questions insurance agencies ask when evaluating CRM software for sales, service, renewals, and compliance needs today.
An insurance CRM is software designed to help agencies manage leads, policies, renewals, and customer relationships efficiently. It centralizes sales, service, and communication data, enabling agents to track interactions, automate follow-ups, improve retention, ensure compliance, and deliver consistent customer experiences across the entire insurance lifecycle for growing modern agencies nationwide.
CRM software helps with insurance renewals by automating reminder schedules, tracking expiration dates, and enforcing consistent outreach. Agencies gain visibility into renewal pipelines, reduce missed opportunities, improve retention rates, and proactively engage clients before policies lapse, ensuring smoother renewals, stronger relationships, more predictable revenue, and better long-term customer loyalty nationwide.
Yes, ConvergeHub is well-suited for insurance brokers managing multiple carriers, products, and clients. It supports lead tracking, quote management, renewals, service requests, automation, and reporting in one platform. Brokers gain better organization, faster follow-ups, clearer visibility, improved compliance documentation, and scalable workflows across their entire brokerage operations, efficiently and securely nationwide.
Insurance agencies can automate follow-ups using CRM workflows triggered by lead activity, deal stages, or time-based rules. Automation ensures consistent outreach through emails, tasks, and reminders. This reduces manual work, prevents missed opportunities, improves response times, and helps agencies maintain structured engagement throughout sales, service, and renewal processes efficiently.
ConvergeHub is built on secure cloud infrastructure with role-based access controls, data protection measures, and audit-friendly tracking. It supports insurance agencies operating in regulated environments by protecting sensitive client information, maintaining accountability, and enabling secure collaboration across teams. Security, reliability, and trust are foundational to the platform for agencies nationwide.
Insurance agencies can get started with ConvergeHub quickly through guided setup, intuitive configuration, and onboarding support. Teams can import data, customize workflows, and launch core processes without heavy technical effort. Most agencies begin seeing productivity improvements, better visibility, and automation benefits within days, not months, after implementation begins smoothly nationwide.
Yes, ConvergeHub scales with insurance agencies as they grow books of business, teams, and product offerings. The platform supports additional users, workflows, automations, and data without disruption. Agencies can expand operations confidently while maintaining visibility, control, and consistent customer experiences across sales, service, and renewal stages, markets, and regions, nationwide, securely.
Yes, ConvergeHub helps agencies identify and manage cross-sell and upsell opportunities by tracking client profiles, policy history, renewals, and engagement signals in one place. Teams can segment accounts, schedule proactive outreach, and automate follow-ups to offer additional coverage at the right time, strengthening relationships and increasing revenue per client.
