Insurance CRM that follows up on every lead
Follow up on quotes and renewals before clients shop around
Insurance CRM for an insurance agency holds quotes, follow-up and missed-call text back. Insurance agents use it for the jobs that already fill the week. People buying a home or a car need coverage fast, and the people helping them often recommend an agent they. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly is a free CRM that keeps quote requests, pending applications and upcoming renewals in one place, so nobody quietly moves to another agent.
Where insurance agency leads come from
Realtors, lenders and car dealers
People buying a home or a car need coverage fast, and the people helping them often recommend an agent they trust.
Online quote requests
Someone fills out a form or calls for a home or auto quote and is often comparing several agents at once.
Client referrals and family bundles
A satisfied client brings a spouse, a grown child or a friend. Bundles and household changes open more policies.
Life events and renewals
A new baby, a teen driver, a move or a new business all change what people need. Your existing book is often your best source of new policies.
What slow follow up costs an insurance agency
A quote that sits unanswered gets replaced by an online quote or a competitor's call. Renewals that pass without a conversation give clients a reason to shop on price alone. Life changes that go unnoticed mean gaps in coverage that you could have fixed.
Insurance CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way an insurance agency could lay it out.
- Quote requestedSomeone asked for a price on home, auto, life, business or another policy.
- Quote presentedYou sent options and are waiting for questions or a decision.
- Application in processThey said yes and you are collecting the details the carrier needs.
- Policy boundCoverage is active and a welcome call or note sets the tone for the relationship.
- Renewal reviewThe policy is coming up for renewal and it is time to review coverage and rates.
Follow up moments worth a reminder
A home insurance quote went out three days ago and the buyer has gone quiet before closing
"Hi, just checking in on the home quote I sent. With your closing date coming up, I want to make sure coverage is in place. Any questions I can answer?"
A client's auto policy renews next month
"Hi, your auto policy is coming up for renewal. Want me to take a quick look at your coverage and see if anything has changed?"
A client mentioned a teen who just got a driver's license
"Congratulations to your new driver! Let us make sure they are covered properly. Do you have a few minutes this week to go over it?"
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Spring and summer bring home purchases and moves, and storm season raises questions about home coverage. Fall and early winter bring open enrollment for health and Medicare, so plan renewal outreach around the busy stretches.
Missed calls and after-hours calls
Insurance work misses calls because the person who would answer is already with a customer. People buying a home or a car need coverage fast, and the. The next caller rarely leaves a voicemail they trust. They phone another insurance agency and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Spring and summer bring home purchases and moves, and storm season raises questions about. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many insurance agents use both.
Insurance lead follow-up, step by step
Insurance lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Quote requestedCapture it the day it arrives. Someone asked for a price on home, auto, life, business or another policy. A insurance lead that stays in a private text is the one that goes cold by Thursday.
- Quote presentedSend the number with the day you will check back. You sent options and are waiting for questions or a decision. Put that check on the insurance deal so it does not depend on memory.
- Application in processWhen they say yes, book the date and write what you promised. They said yes and you are collecting the details the carrier needs. The customer should see the same facts you do.
- Policy boundDo the work, then say what happens next in one message. Coverage is active and a welcome call or note sets the tone for the. A short update prevents the call that asks if you forgot them.
- Renewal reviewAfter the job, ask for the review or the next visit while it is fresh. The policy is coming up for renewal and it is time to review coverage. Then close the loop on the record.
If a insurance agency step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for an insurance agency
Treat each source as its own next step. A insurance week usually mixes Realtors, lenders and car dealers, Online quote requests, Client referrals and family bundles, Life events and renewals. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. People buying a home or a car need coverage fast, and the people helping them often recommend an agent they trust. Someone fills out a form or calls for a home or auto quote and is often comparing several. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. A home insurance quote went out three days ago and the buyer has gone quiet before closing A useful reply names the job: "Hi, just checking in on the home quote I sent. With your closing date coming up, I want. A client's auto policy renews next month "Hi, your auto policy is coming up for renewal. Want me to take a quick look. Save those as tasks on the record. A busy afternoon should not be what erases them.
Insurance CRM FAQ
Can I store policy numbers, claims or health details in Puffly?
No. Do not store sensitive account, claim or health information in Puffly. Keep those in your agency management system and use Puffly for quote requests, follow up and renewal reminders.
How do I track renewals?
Add a task for each policy ahead of its renewal date and use a Renewal review stage. Puff can point out who is coming up and draft a note for you to approve.
Can Puffly send quotes to prospects?
Puffly has quotes you can use to lay out options and pricing you propose. Carrier quotes and binding still happen in your carrier and agency tools.
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