Personify CRM for Independent Insurance AgentsReady to stop juggling spreadsheets, follow-up reminders, and endless scheduling? Personify empowers independent insurance agents to automate workflows, track leads through custom pipelines, and book client appointments effortlessly—all in one easy-to-use platform.
Take control of your agency’s growth with tools that save you time, keep you organized, and ensure no opportunity falls through the cracks.
Automate it, Already!
Automated Follow-Ups: From new leads to renewal notices, trigger personalized email and text sequences that keep you top-of-mind without manual intervention.
Process Templates: Quickly build automated workflows for quoting, onboarding, and client nurturing—so each step is seamlessly executed.
Example: A prospect submits a quote request for auto insurance online; Personify instantly starts a three-touch email sequence plus a text reminder if they haven’t booked an appointment.
Customized Pipelines
Flexible Sales Stages: Align your pipeline with real-world insurance processes, labeling each stage for quoting, underwriting, issuance, and renewal.
Built-In Task Management: Create tasks and reminders tied to pipeline stages—no more guesswork about who’s next in line.
Example: A lead moves from “Quoted” to “Under Review,” triggering a checklist for document collection and a notification to your underwriter.
Meeting Scheduler
Appointment Booking: Share your calendar link so clients can schedule their own calls, consultations, or policy reviews based on your availability.
Automatic Reminders: Reduce no-shows with automated email or SMS reminders sent before each meeting.
Example: A client looking to renew their home insurance clicks your custom booking link, chooses a time, and instantly receives a confirmation and reminders—no back-and-forth emails needed.
Automated Customer Journeys & Follow-Ups
Multi-Step Campaigns: Create sequences of emails, texts, and reminders that automatically deploy as soon as a new lead requests a quote.
Renewal Workflows: Schedule reminders to go out 90, 60, and 30 days before renewals, ensuring clients never slip through the cracks.
Real-World Example: When a prospect fills out your auto insurance quote form, Personify triggers a three-touch follow-up sequence via SMS and email—saving you from chasing them manually.
Digital Proposal & Policy Forms
Generate professional-looking proposals and collect client details online. Personify auto-saves this info under each lead’s record, eliminating redundant data entry.
Two-Way Texting & Email
Communicate with clients in real time without leaving the platform. Send and receive texts or emails that are instantly linked to their contact record.
Built-In Reporting & Analytics
Monitor your performance and growth. Track metrics like quote-to-close ratio, renewal rates, and top-performing policy lines.
Review Requests
Automatically request reviews with personalized SMS or email templates. Turn clients into advocates who market for you.
Built for Busy Agents: Stop juggling multiple apps. Personify combines automated marketing, lead management, and scheduling so you can focus on selling.
Customizable to Your Process: Adapt pipelines, forms, and scheduling preferences to match the exact way you work—no generic, one-size-fits-all CRM hassles.
Save Time & Reduce Errors: Automations handle repetitive tasks like follow-ups, appointment reminders, and data entry, helping you avoid slip-ups and lost opportunities.
Seamless Client Experience: From the first quote request to renewal, your clients enjoy consistent, personalized communication that sets you apart from the competition.
Scalable Growth: Whether you’re a solo agent or part of a growing agency, Personify’s flexible features expand with your needs—no tech overhaul required.
Expert Support & Training: Get help tailored to insurance workflows, along with guidance for building effective automations, pipelines, and scheduling pages.
Solo Agent Increasing Lead Conversions
Rely on automated email and text sequences to instantly follow up on quote requests, then guide prospects through a pipeline that triggers timely outreach at each stage.
Mid-Sized Agency Managing Multiple Product Lines
Separate pipelines for auto, home, life, and commercial policies, with integrated scheduling so each agent can handle more client meetings with fewer scheduling conflicts.
Renewal-Focused Team
Automate renewal reminders that go out 90, 60, and 30 days ahead. Include a calendar link so clients can book a policy review appointment instantly.
High-Volume Sales Office
Streamline incoming leads, ensure they’re quickly assigned to the right agent, and give your team one-click access to scheduling—preventing any potential leads from slipping away.
Local Agent Competing with Larger Firms
Wow clients with a top-tier customer experience: automatic quote follow-ups, professional booking pages, and a clear pipeline for faster, smoother service.
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