CasperPortalWho it's for · Professional services
CRM for Insurance Agencies
A CRM for insurance agencies helps you respond to quote requests quickly and never miss a renewal. CasperPortal collects leads from your website, Facebook and Google Business Profile in one inbox, sends follow-up sequences to prospects who are not ready yet, and triggers renewal reminders and check-ins based on each policy date.
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What slows insurance agencies down
Quote requests are a race
Shoppers often request quotes from several agencies at once. The agency that replies first tends to get the conversation.
Renewals slip through
Tracking expiration dates in a spreadsheet makes it easy to miss a check-in before a client shops around.
Not-yet prospects are forgotten
A prospect whose policy renews in six months needs a reminder then, not just a quote today.
A CasperPortal workflow for insurance agencies
A prospect requests a quote on your website
CasperPortal texts and emails them right away to book a call
The lead moves through a quote pipeline with tasks for each step
Prospects who are not ready get a nurture sequence until their renewal date
Clients get reminders and check-ins ahead of each policy renewal
Features insurance agencies use most
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Omnichannel Messaging
One team inbox for SMS, email, Messenger and Instagram, with assignments and internal notes.
Lead Capture Forms
Forms that embed on your current website and turn every submission into a CRM contact with follow-up.
Insurance Agencies FAQ
Can insurance agents automate policy renewal reminders?
Yes. Store the policy expiration date on the contact and set a workflow to send a series of reminders and check-in messages ahead of each renewal.
How does CasperPortal help agents with lead follow-up?
Leads from your website, Facebook and Google Business Profile land in one place, so agents can respond quickly and use automated sequences to nurture leads who are not ready to buy.
Does CasperPortal replace our agency management system?
No. Keep policies and carrier data in your agency management system. CasperPortal handles lead capture, follow-up, reminders and client messaging.