The CRM Built for Insurance Agents
Manage every policy, automate renewals, and never let a cross-sell opportunity slip away. Built for the insurance sales cycle.
Built for Insurance Companys
Every feature in Synapse CRM was selected because insurance companys need it.
Policy Management
Track every policy, carrier, and renewal date in one place. Never miss a renewal window again.
Renewal Automation
Automated reminders to clients 90, 60, and 30 days before renewal — with one-click re-quote.
Cross-Sell Campaigns
Identify clients who only hold one policy and automatically nurture them toward bundled coverage.
Quote Follow-Up Sequences
Sent a quote and didn't hear back? Automated multi-touch follow-up keeps prospects warm.
Annual Review Scheduler
Automatically book annual policy reviews with every client to identify coverage gaps and upsell.
Referral Network Builder
Turn your happiest policy holders into referral sources with structured ask campaigns.
See What's Inside
Click each card to explore the full feature set
From Signup to Lead Generation
Enter Business Info
Tell us your business name and we'll configure your Insurance Company CRM instantly
Choose Your Plan
Select the features that match your business size and goals
Start Capturing Leads
Your CRM is live with forms, automation, and tracking ready to go
Ready to Grow Your Insurance Company Business?
Join hundreds of insurance company businesses already closing more deals with Synapse CRM.