CRM for Small Insurance Agencies
A sales CRM for small insurance agencies and their producers — track leads, automate follow-ups, and close more policies as a team without the overhead of an enterprise agency management system. Start free, customize your pipeline, and never let a lead go cold again.
01
Why small insurance agencies need a CRM
When you run a small agency, every lead matters — but most are managed across scattered inboxes, spreadsheets, and sticky notes. A prospect reaches out, you mean to follow up, and a week later they have bound coverage with a competitor. A CRM gives every inquiry a home in a shared pipeline so nothing falls through the cracks and every producer follows up on time, without hiring more staff.
02
What a CRM should do for a growing agency
The right CRM for a small agency captures inquiries from your website or referral network, drops them into a visual pipeline you can customize to your own lines of business, and automates follow-ups so a welcome email and a check-in go out without anyone remembering. It should also handle quotes and invoices, work from your phone between appointments, and scale from a free plan to a full team pipeline as your agency grows.
03
How AscendHub adapts to your agency
AscendHub ships with insurance-specific templates for life, property & casualty, and small agencies, but every pipeline stage, email template, and workflow is fully customizable — so you can build a pipeline that mirrors exactly how your producers sell. Multi-step workflows fire automatically when a lead enters a stage, and a public intake form lets you capture leads straight from your website or bio.
04
From free to full pipeline in minutes
Start on the free plan with up to 10 leads, no credit card required. When your agency grows, Standard and Pro unlock unlimited leads, the visual pipeline board, workflow automations, email templates, and team seats. Most agencies recover the monthly cost with a single bound policy.
What small agency owners get with AscendHub
Quoting, e-signature, commissions, calling and automations start on paid plans — see the full plan breakdown.
Frequently asked questions
Is AscendHub only for solo agents?
No. While solo agents love it, AscendHub is built for small agencies too — invite producers, assign leads, and share a single pipeline. One seat is free on Standard and Pro.
Can I customize the pipeline to my own sales process?
Yes. You can rename, reorder, add, or remove pipeline stages at any time. The pipeline is yours — match it to however you take a lead from first contact to bound policy.
Can I capture leads from my website?
Yes. Every account gets a public lead intake form you can link from your website or bio. Submissions land directly in your pipeline as new leads.
Do I need a credit card to start?
No. The free plan includes up to 10 leads, a dashboard, and activity logging. Upgrade only when you are ready.
Ready to stop losing leads?
Start free in two minutes with a pipeline built for small agency owners. No credit card.
Start free — no card neededPRICING
Simple pricing that scales with you
Start free. Upgrade when you're ready. Cancel anytime.
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.
Refer a colleague. Get Pro free.
Independent agents run in the same circles. Share your referral link — when your first colleague joins, your free account is upgraded to Pro at no cost. Available for your first 50 referrals.
Not ready to create an account?
Leave your name and email — we'll send a quick intro and you can decide later. No pressure, no scheduling.