The Best CRM for
Insurance Sales
With OnePageCRM, you can focus on selling instead of dealing with admin. This simple sales CRM has all the important features that will help your sales grow.
Why insurance sales agents choose OnePageCRM
OnePageCRM is the only action-focused CRM system designed to help sales agents focus on selling, nurturing relationships with clients, and growing their business.
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your leads and sort them by urgency.
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps insurance agents prioritize tasks and automate sales processes.
Proactive sales
OnePageCRM is the best CRM built for those sales agents who take action rather than store contact data.
Keep in touch with clients and leads
Add follow-up reminders to any lead in OnePageCRM. Your contacts will be arranged in a color-coded list, with the most urgent ones at the top.
With this CRM, you’ll always know what to do next and never forget to send that follow-up email.
Easily move leads through your pipeline
Track your sales and commissions and see all reports in one place.
With OnePageCRM, you can also forecast future sales to better understand how much you can make next month.
Customize contact profiles
As you move your leads through the pipeline, you’ll get more information about them.
Depending on your industry, you might need to gather information on what medications they are taking, their annual income, how many children they have, or anything else that will influence their insurance type and cost.
In OnePageCRM, you can create custom fields to record all these data points.
Capture as much information as possible
Once you have a new lead in the pipeline, you need to enter their information into the CRM and capture as many details about them as possible before you make your first call.
With our free lead capturing tool, you can automatically add missing data from any web page to your contact profiles in just a click.
Set up a robust sales process
Setting up a process is important in insurance sales.
With OnePageCRM, you can build a simple sales process and easily track your progress.
Keep email templates inside your CRM
In insurance sales, email templates are important. You have different types of communication: email reminders, happy birthday wishes, sales pitches, and so on.
With our email CRM integration, you can send and receive emails straight from within your CRM, track email opens, send emails in bulk, and create free custom email templates.
The best CRM for your team
Put the whole agency in one CRM. Every agent sees the same notes on a lead, emails land in a shared inbox, and a task or deal can be reassigned in a click. Managers get KPIs and the pipeline.
Mobile CRM for sales agents
OnePageCRM works on any platform and any device. A perfect tool for sales agents on the go.
Mobile CRM
Take your leads with you between appointments. The free iOS and Android apps let you look up a lead, log a call, add a note, set a reminder, and more.
Route Planner
Use the free On the Road app when you drive out to see clients. It puts your visits in the quickest order, shows each drive time, and can call the next client for you.
Connect OnePageCRM to
your favorite apps
OnePageCRM is a simple sales CRM that integrates with several apps to make sure that you have everything you need to grow your insurance sales.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
RingCentralLog every RingCentral call on the right CRM contact and access it in one click.
AircallCall contacts directly from CRM and see their CRM data in Aircall.
Web FormsBuild online forms and make every new web form submission actionable.
ZapierConnect your CRM with thousands of apps and automate your work.What our users say about OnePageCRM
100%
follow-up rate
“I trust OnePageCRM. It makes me more organized. It helps motivate me. It’s mature(ing) and developing all the time. OnePageCRM is certainly interested in me and my success and helps me show my interest to my clients. Finally, it’s highly effective and helps in my quest to be the same!”
Pat SurlisSenior Financial Adviser at IPS Financial Advice“Many people fail to review their deals objectively as they evolve. Fortunately, OnePageCRM allows you to create custom fields which you can use to track the probability of a deal closing in a given period.”
Marc FrostFounder and Chief Executive at PAYA LibertyPay“A very handy feature in OnePageCRM is being able to send bulk emails from your Gmail account from within the CRM, so it doesn’t look like an email blast from Mailchimp. It’s a really quick way to scale your business.”
Siobhan OgilvyMarketing Director at TestReach+87%
success rate
The sales CRM
you’ve been looking for
The sales CRM that is built for sales agents. It makes your follow-up process easy, helps you focus on selling, and build relationships with leads. Simple and action-focused.
21-day free trial • No credit card required • Simple setup