Platform · CRM

A CRM that speaks insurance.

HubSpot doesn't know what a binder is. Salesforce doesn't track renewal cohorts. Policy Growth CRM is built around policies, producers, and the work an agent actually does — with AI baked in from the first click.

Built for the work

The pieces of an agency's day, modeled correctly.

Policyholder records

Households, vehicles, properties, prior claims — modeled as first-class objects, not custom fields.

Policy lifecycle

Quote → bind → service → renew → save. Each stage with its own automations and views.

Renewal cohorts

Ship-by-month dashboards. Risk-score every cohort. Run save campaigns for the next 90 days in one screen.

Unified inbox

Email, SMS, voice transcripts, chat — one thread per client, sortable by urgency.

AI on every screen

Draft replies, recommended quotes, summarize calls, suggest next actions — inline.

Producer-friendly UX

Built for the keyboard. Hotkeys for everything. No mouse-only flows.

Why we built our own

Sales CRMs are wrong-shaped for insurance.

We model policies, not 'deals'

A policy isn't a deal — it has a renewal cycle, claims history, and changes you have to service.

Compliance is a feature

TCPA-aware messaging, consent capture, recording disclosures — built in, not bolted on.

Carriers + raters are first class

We sync with EZLynx, Applied Epic, AgencyZoom — bi-directional, not export-only.

AI everywhere, not in a sidebar

AI drafts replies, summarizes calls, scores leads. It's the operating system, not an add-on.

Don't want to switch?

Our CRM is optional. Every Policy Growth feature works on top of HubSpot, Salesforce, AgencyZoom, EZLynx, and Applied Epic — bi-directional sync.

See integrations →

Try the CRM free for 14 days.

No credit card required. Migrate from your existing CRM in under an hour.