CRM Solutions

Find New Leads, Close More Deals and Generate More Revenue

As an added benefit of membership with The AC, our insurance network gives our member agencies access to CRM solutions vendors to negotiate discounted pricing.

Insurance CRM software is designed to automate and streamline the insurance workflow, including lead generation, application, policy rating, policy issuance, reporting and referral management. An insurance CRM solution will reduce or eliminate the need for data entry and carrying physical case folders, allowing insurance agents to manage their time better.

We cannot and do not recommend any specific vendor for a particular member due to the diversity of our members and their individual needs. Still, we do encourage members to investigate those of interest to them. In addition, we recommend that, as with any contract you consider entering, you thoroughly review the terms and conditions before signing, particularly regarding the use and protection of your data.


With AgencyZoom, you can sell, retain and analyze more leads faster, automate engagement, increase retention, crush your goals and generate 5-star Google reviews.
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Better Agency

Better Agency comes with over 100 pre-built automation campaigns for sales, service, claims, and renewals, allowing you to manage your insurance agency and automate sales from a single platform. It combines an AMS and a CRM into a single application.
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Blitz Sales Software

Using a Blitz Sales CRM system, you can optimize your lead management and upsell current customers by streamlining your sales pipeline and automating manual processes in your business.
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The insurance CRM technology from InsuredMine is ideal for expanding your insurance agency through sales, engagement, analytics and mobility. You can manage your insurance agency’s sales, revenue, goals and team in one place.
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