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The ultimate CRM for your insurance agency.

Manage renewals, get more referrals and view your customer history all in one place with Nextiva's insurance CRM software

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Insurance CRM software that works

Nextiva-Phone-Service Icon Manage insurance
renewals

Never lose a customer again. Proactively secure every customer and automate the renewal process.

Nextiva-Business-Analytics Icon Track all customer
interactions in one place

Your customers will never have to repeat themselves again. See all your customer history in one consolidated view. Know what they want, before they ask.

Nextiva App Icon Get more insurance
referrals

Identify your happiest customers with surveys, and then get more of them. It's that simple.

Real results from
real insurance agents.

I was pleasantly surprised to find a bundle designed for insurance agents that also provides my agents with an easier way to track and manage all of our leads in one place!
 Lincoln Salmon - Salmon Agency

Lincoln Salmon, Salmon Agency
Principal, an Allstate Agent

Get more referrals and grow your insurance business.

Nextiva's CRM software helps insurance agencies win more business by enabling them to close more deals and capture more referrals.

Manage all your customer documents in one place

Track insurance renewals, claims, quotes and policies. Keep all your customer documentation at your fingertips.

Popular Features

CRM features for insurance agencies

Productivity Tools

  • Complete customer history at your fingertips

  • Relevant Wiki articles display automatically

  • Macros automate work on repetitive requests

Case Management

  • Rules Engine lets you automate workflow

  • Automated smart routing & prioritization

  • SmartTopics to apply rules by issue

Multi-Channel Service

  • Email, phone service, chat, social, & SMS

  • Use the same screen for all channels

  • Seamless interaction and happy customers

Flexible for Any Business

  • Simple database for small businesses

  • Enterprise database for complete flexibility

  • Form Builder lets you collect the data you need

Easy Setup

  • Easy data migration tool

  • Zero integration required

  • User-friendly, intuitive system

Artificial Intelligence

  • Keyword Analysis tool

  • Customer Sentiment identification

  • Proactive Next Issue Resolution (NIR)

Bundle your insurance CRM with phone service

business phone service

Nextiva App

Stay connected with your customers, employees, and partners directly from your mobile device - no matter where you are

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business phone service

Text Messaging

Manage teams and employees by sending and receiving business text messages through the Nextiva app

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voip office phone system

Auto Attendant

Instant automated greeting that lets callers choose the person or department they are trying to reach

business phone service

Voicemail to Email

Access your voicemail messages from a single source, your email account, from anywhere your business takes you

business phone plans

Call Queuing

Organize employees, teams, and departments into queues so that callers will be routed to the next available company representative in the selected queue

business phone plans

Unlimited Calling

No per-minute charges or limits when you place calls to the United States and Canada

Grow your insurance business with Nextiva CRM

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"We love Nextiva's reliability and features like auto attendant, IVR and call routing. It gives us the appearance of a bigger more polished business."

Eric Siu, CEO
Single Grain
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