Insurance CRM
Prospects quote with whoever responds first, and policyholders stay where they feel remembered. MapleConnect answers every quote request in seconds, works renewals and cross-sell on a schedule, and picks up the agency line after hours — CRM, AI voice, SMS, email, and booking in one system.
One system runs the agency front office: the CRM holds every household and account, AI voice answers the line, SMS and email carry the renewals and follow-up, and online booking puts appointments on the producer’s calendar.
An insurance CRM is software that holds prospects, policyholders, and their households in one place, organizes them into pipelines, and automates the follow-up that agency life never leaves time for. Insurance runs on two clocks at once: minutes decide who wins a new quote request, and the renewal calendar decides whether the book you already built stays yours. A CRM that only stores contacts helps with neither.
MapleConnect is an AI-native CRM for insurance agents and agencies. A quote form, ad lead, or missed call gets a text and email back in seconds, the basics captured — line of insurance, current carrier, expiration date — and a producer on the account before the prospect dials the next agency. On the service side, renewal reminders, lapse-risk check-ins, and cross-sell openers run on schedule across the whole book, with a task created for the agent when the touch needs a person.
The boundary is deliberate. MapleConnect works the front office: capture, first response, nurture, scheduling, and a logged record of every call, text, and email. Coverage advice, quoting, rating, binding, and claims stay with your licensed agents, your comparative rater, and your carriers. The CRM’s job is narrower and older than any of that — make sure every prospect and every policyholder hears back before somebody else earns them.
The problem
None of these show up in a report. They are minutes of delay and skipped touches — and each one hands a household to the agency down the street.
A prospect who fills out one quote form usually fills out three. By the time a producer comes off the phones to make the callback, someone else has gathered the details and started quoting. The lead never says no — it just goes quiet.
Every policy carries a date, and every date is a decision the client makes about staying. When renewal touches depend on somebody remembering to check the list, the busy months are exactly the months the book erodes.
CSRs are on billing calls, producers are in appointments, and the Saturday caller with a new car gets four rings and a beep. Most hang up and dial the next agency in the results — with no record the opportunity ever existed.
The auto client who owns a home, the homeowner with no umbrella, the young family that has never had a life conversation. Everyone agrees cross-sell is the cheapest growth in the building; nobody has a system that actually runs it.
A working day
A representative working day with MapleConnect behind the front desk. AI moments happen without anyone touching a keyboard; your moment is the one that needs a license.
Two form fills and a missed call from the evening each got a text and email within seconds of arriving, with line of insurance, current carrier, and expiration date captured and waiting on the producer’s pipeline.
While both CSRs are on billing calls, three unanswered rings become instant text-backs. One caller needed an ID card, one wanted a certificate, one is a new prospect — all three answered instead of lost.
The 9:15 consult becomes a real coverage conversation: liability limits, the umbrella question, what that deductible means for this family. That judgment is the product — the system just made sure the appointment existed.
Policies entering their renewal window get a reminder by text and email, and the accounts flagged for review create producer tasks with the household history attached, so nobody walks into a retention call cold.
A handful of auto-only households receive a low-pressure note about a homeowners review. Replies land on the pipeline as opportunities; silence simply continues the cadence next month.
A caller closing on a house reaches the AI voice agent, which captures the details, books tomorrow’s first open slot, and logs the call. The appointment is on the calendar before anyone is back at a desk.
What you get
Six capabilities, each mapped to a job on the agency floor — quoting new business, holding the book, and rounding out households.
Quote forms, ad leads, chat inquiries, and missed calls trigger an instant text and email, capture the line of business and expiration date, and route the prospect to the right producer while the interest is minutes old.
An AI voice agent picks up 24/7, greets callers by your agency name, captures who they are and what they need, books appointments, and logs the call to the contact. Coverage, pricing, and claims questions route to a licensed agent.
Any call the desk cannot take gets an immediate, friendly text, so the prospect with a new car or the policyholder with a billing question stays in your conversation instead of starting one with a competitor.
Reminders, check-ins, and anniversary touches run from the dates on each account — month after month, across the whole book — with producer tasks created for the accounts that deserve a personal call.
Mono-line households get scheduled openers for the missing line, lapsed and lost clients get a respectful win-back cadence, and every reply lands on a pipeline instead of in a personal inbox.
Visual stages from new request through quoting, presented, and bound, with every call, text, email, and booking on the household’s timeline — so any producer or CSR can open an account and see the whole story.
Hear it work
An illustrative after-hours call handled by the AI voice agent — a script of how it works, not a recording. Quoting, coverage decisions, and claims always sit with a licensed agent; the assistant handles intake and the calendar.
You’ve reached Lakeshore Insurance. The office is closed, but I’m the agency’s virtual assistant and I can get things moving tonight. What brings you in?
My auto renewal just came in a lot higher than last year, and my current agency hasn’t returned two calls. I’m ready to move.
Then let’s make the switch easy to weigh. Quoting and coverage sit with a licensed agent here, but I can have your file ready before you two talk. When does that policy renew?
The fifteenth of next month. It’s two cars — and our daughter just got her learner’s permit, which I assume is why it jumped.
Noted: two vehicles, a new driver in the household, renewal on the fifteenth. That permit is exactly the detail the agent will want to know about. And your name?
Marcus Oyelaran.
Thanks, Marcus. Where should the agent reach you — and would you rather get the appointment details by text or by email?
Text this number. My email is m.oyelaran@email.com if you need a backup.
Done. For the review, Monday has a 10:30 AM phone slot or a 4:15 PM in person at the office. With your renewal a few weeks out, either leaves room to compare. Which works?
The phone call. I’m not driving across town for this.
Monday at 10:30 AM by phone it is. The text on its way lists the two things to have handy — your current declarations page and the permit date — and the name of the agent who will call you.
Good. That’s already more than my own agency has done this week.
The shift
Playbooks
Automations configured for agency work on day one — each one a trigger, a sequence, and a result you can check.
Trigger A quote form, ad lead, or missed call comes in
By the time the other agencies call back, the prospect is already on your producer’s calendar.
Trigger A policy enters the renewal window you set
Retention runs on a system instead of on memory.
Trigger A new policy is bound, or an account is tagged mono-line
Multi-line households, built one scheduled conversation at a time.
Honest scope
Insurance is regulated, licensed work. MapleConnect is built to know exactly where its job ends.
MapleConnect captures leads, responds first, nurtures, schedules, and logs every touch. Coverage advice, quoting, rating, binding, and claims handling stay with your licensed agents, your rater, and your carriers — the CRM feeds them opportunities, it never stands in for them.
Contact consent can be captured and stored, and opt-outs are honored automatically across SMS and email, so outreach runs inside the permissions people actually gave. Whether a specific campaign meets TCPA and state rules stays a question for your agency and its counsel.
Every call, text, email, and appointment logs to the contact automatically, so any account opens with its complete history attached. Treat that log as a working record for the agency, not a legal determination — what your state regulators, carriers, and counsel require of agency files is still theirs to define.
Pricing
Agencies grow by adding CSRs and producers, and per-seat pricing taxes exactly that. MapleConnect is flat: the whole agency works one system at one monthly price.
$199/mo flat
The full CRM plus automation - priced flat, not per seat.
$299/mo flat
The most popular plan: deeper automation and campaigns.
$399/mo flat
Everything, including native AI voice agents on your line.
Start on the free plan and upgrade when the pipeline pays for it. See full pricing
Keep exploring
MapleConnect for neighboring industries
Make that your agency. Free plan to start, flat monthly pricing as the team grows, and free guided migration for your whole book.