CRM for Property & Casualty Agents
A CRM built for property and casualty agents — track quote requests from first call to bound policy, automate follow-ups, and never lose a renewal to the agent who called first.
01
Why property & casualty agents need a CRM
P&C is a renewal business, and renewals are won by the agent who follows up first and most consistently. A prospect asks for an auto quote, you mean to call back, and a week later they have bound coverage with another agent. A CRM gives every quote request a place in your pipeline so no inquiry is forgotten and every X-date gets worked on time.
02
What a P&C agent CRM should do
The right CRM for property and casualty agents tracks prospects through a quoting pipeline — New Lead, Quote, Coverage Review, Bind, Active Policy, Renewal. It should track each policy separately, because a household with auto renewing in March and home in September needs two reminder tracks. It should automate outreach, log every interaction, flag stale leads, and work from your phone between appointments.
03
How AscendHub fits a P&C workflow
AscendHub ships with a pre-built property & casualty pipeline, quote and renewal email templates, and multi-step workflows that fire automatically. Add a prospect at New Lead and the platform sends a welcome email immediately, creates a call task the next day, and follows up on the quote three days later — while per-policy renewal reminders run at 60, 30, 14 and 7 days before each X-date.
04
Built for solo agents and growing books
Start free with up to 10 prospects and a full dashboard. When you bring on a producer or assistant, invite them to your workspace, assign leads, and share the pipeline. Standard and Pro unlock more leads, the visual pipeline board, workflow automations, and team seats — so your book grows without outgrowing your tools.
What property and casualty agents get with AscendHub
Quoting, e-signature, commissions, calling and automations start on paid plans — see the full plan breakdown.
Frequently asked questions
Is AscendHub built specifically for property & casualty agents?
Yes — it ships with a P&C pipeline (New Lead, Quote, Coverage Review, Bind, Active Policy, Renewal) and email templates written for quoting and renewal outreach. Every stage is customizable.
Does it track each policy separately?
Yes. A household can hold auto, home and umbrella policies, each with its own carrier, premium and renewal X-date — and each gets its own reminder track.
Do I need a credit card to start?
No. The free plan includes up to 10 prospects, a dashboard, and activity logging. Upgrade when your book grows.
Does it work from my phone between appointments?
Yes. AscendHub is fully mobile-responsive — log a prospect on the go, move a lead between stages, and send templates from your phone.
Ready to stop losing leads?
Start free in two minutes with a pipeline built for property and casualty agents. No credit card.
Start free — no card neededPRICING
Simple pricing that scales with you
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Enterprise
Per seat · overrides & downline
14-day money-back guarantee · Or earn it free — refer one colleague from a free account and get Pro at no cost.
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