Write more new business and lose fewer renewals
HelloGrowthCRM gives producers a pipeline for prospects, X-dates and renewal outreach. It sits in front of AMS360, Applied Epic or EZLynx. It is not an agency management system and does not touch policy administration.
Quick answer
Is HelloGrowthCRM an agency management system?
Commercial P&C X-date prospecting across the year
January 1 benefits renewals worked from the summer
Inbound quote requests from the agency website
Producer call blocks with recorded calls and summaries
Referral partner tracking through to bound business
Sales leader reporting on producer activity and stalled submissions
Why this page exists
Your agency management system already holds the policies. What it does not do well is chase the business you have not written yet. Producers keep X-dates in a spreadsheet, prospect notes in a notebook and renewal reminders in Outlook, and the work that falls through is the work nobody owns. HelloGrowthCRM handles that layer. It captures inquiries from your website, phone and messaging, puts them in a pipeline with stages your agency actually uses, and runs the outreach that has to happen months before a policy expires. The built-in dialer records calls and produces AI summaries, so a producer's notes survive vacation and turnover. Setup takes about 15 minutes. It costs $12 per user per month, or $10 per user per month billed annually, and there is a free forever plan.
Here is what HelloGrowthCRM is not. It is not an agency management system. It does not handle policy administration, carrier downloads, ACORD forms, certificates of insurance, endorsements, claims, premium accounting or commission reconciliation. Those stay in AMS360, Applied Epic, EZLynx or whatever you run today, and they should. HelloGrowthCRM sits in front of that system and covers a different job: new business pipeline and renewal outreach. Prospects, X-dates, submissions in progress, follow-up sequences, producer activity and reporting on what got written. Data can move between the two through native connectors, Zapier or the API, so your AMS stays the system of record for bound business while producers work prospects somewhere built for selling. Two tools, one clear boundary, no pretence that either replaces the other.
Common search intent
Why teams evaluating CRM for insurance brokers want a simpler system
X-dates live in a producer's personal spreadsheet. When that producer leaves, so does the pipeline, and the agency has no view of what was in progress.
Renewal outreach starts too late. The first real conversation happens two weeks out, when the client has already taken a call from a competing broker.
The AMS is built for servicing bound policies. Producers use it because it is there, then keep the actual prospecting notes somewhere else entirely.
Leads from the agency website, referral partners and inbound calls arrive in different inboxes. Nobody knows whether a quote request from Tuesday got a response.
Commercial lines and benefits run on different cycles and different stages, but both get forced into whatever tracking method the agency happens to have.
Producer activity is invisible until the monthly meeting. Sales leaders cannot see call volume, quote counts or stalled submissions until it is too late to act.
Common Insurance Brokers problems — and how this CRM solves them
Map your workflow to the CRM instead of rebuilding it in spreadsheets
Reach a risk manager the way a risk manager wants to be reached
A commercial prospect who ignores three voicemails will reply to a short text confirming a meeting. An HR director juggling open enrollment answers email at seven in the morning and nothing after. HelloGrowthCRM runs email sequences, SMS, WhatsApp and calls from the same record, so producers switch channel without switching tool. Calls placed through the built-in dialer are recorded and summarized, which means the account executive picking up a file after a handover knows what was quoted, what was declined and what the client said about their current broker. Every touch sits on one timeline against the opportunity.
Best next step
See how email, SMS, tasks, and billing fit your workflow in one demo.
How it works
Bring your prospects and X-dates in
Import the spreadsheets producers are already keeping, connect your website quote form and point your inbound line at the CRM. Each record carries its source, the line of business and the expiration date you are working toward.
Set up stages per line of business
Commercial P&C and employee benefits do not move the same way. Build separate pipelines with your own stages, from first contact through discovery, submission, carrier response, proposal and bound, so reporting means something.
Automate the outreach that starts months early
Build recurring reminder sequences timed off each X-date, plus email, SMS and WhatsApp follow-up. The producer gets a task when a call is genuinely due instead of scanning a spreadsheet every Monday morning.
Hand bound business to the AMS
When business binds, the policy record belongs in AMS360, Applied Epic or EZLynx. Push what you need across using native connectors, Zapier or the API, and keep HelloGrowthCRM focused on the next opportunity.
Pricing
$12 per user per month, or $10 billed annually
HelloGrowthCRM is $12 per user per month on monthly billing, or $10 per user per month billed annually. There is a free forever plan, which is a reasonable way for one producer to test the pipeline before the agency commits. You buy seats for producers, account executives and sales leadership, not for every service staff member who only works in the AMS. Setup takes about 15 minutes. If you want the pipeline, sequences and dashboards built for you, the optional managed RevOps service, Growth Engine, is available.
What an agency needs from a sales tool, and what a generic CRM gives you
Useful next steps
CRM for insurance
The wider view of how insurance teams use the pipeline, dialer and sequences.
ExploreCRM for insurance agents
Setup notes for individual agents and smaller personal lines operations.
ExploreRevOps for insurance agents
What the optional managed Growth Engine service covers for agencies.
ExploreCRM for financial advisors
A related setup for advisory firms with long, referral-driven sales cycles.
ExploreBuilt-in dialer
Call recording and AI call summaries for producer outbound calling.
ExploreUS pricing
Plan details, the free forever tier and annual billing for US agencies.
ExploreFrequently asked questions
Give your producers a pipeline built for selling
Start on the free forever plan, import your X-dates and have a working new business pipeline in about 15 minutes. Keep AMS360, Applied Epic or EZLynx exactly where it is. Paid plans are $12 per user per month, or $10 per user per month billed annually.
AI Features Built for Insurance Brokers
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Follow-Up
AI calls Insurance Brokers prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for inquiry replies, proposal covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open opportunity gets worked until it is won or closed out.
AI Lead Scoring
Rank incoming insurance brokers inquiries by value, source, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.