Free on every plan
Free CRM for Insurance Agents
Track every lead, quote, and policy in one place, from first inquiry to bound. Most insurance CRM software runs $200 a month. This one's free.
- Free on every plan
- Personal, Commercial & Life
- No setup fee
Trusted by agents appointed with the nation's top carriers
Why agents use it
Stop losing deals to a disorganized book.
Many independent agents still manage leads across spreadsheets, notes, and inboxes. Agency Height gives them a dedicated CRM without adding another expensive system to learn and maintain.
Every lead lands in one place.
Directory profile, campaign forms, platform matches, and Lead Bank all feed one inbox. No chasing down where a lead came from.
Your whole pipeline in one view.
Leads, opportunities, quotes, and policies stay connected, so you always know where every deal stands without opening a spreadsheet.
Free, on every plan.
The full CRM costs nothing, on Free, Premium, and Enterprise. No per-seat fees, no setup, no separate subscription.
Who it's built for
Built for the way you actually sell.
From a solo producer to a full agency, this is the best CRM for independent insurance agents who'd rather not pay AMS prices to stay organized.
Independent agents
Every lead, deal, and policy in one place, across Personal, Commercial, and Life.
Captive agents going independent
A system ready to hold your book from day one, with campaign forms to pull your own leads.
Agencies
The structure of a full system, without an Applied Epic rollout or the bill behind it.
New and newly licensed producers
Start organized on a pipeline that shows how the deal actually flows.
How it works
A lead becomes a client, then a bound policy.
Every step connects, scroll through the full journey or jump straight to any stage.
Every lead lands as an account
However a lead reaches you, claimed, captured, fed in, or added by hand, it becomes an account the moment it arrives. No separate list, no convert step. It starts at the Suspect stage with its contact details attached.
Profile quote form
A buyer finds you in the directory and submits directly, exclusive to you, no cap on volume.
Campaign form link
You create the campaign, generate a link, share it anywhere. Every submission is yours alone.
Platform match
Buyers matched on license, line, and profile quality, they pick up to 3 agents. You get it if they pick you.
Lead Bank claim
Buyers who didn't pick an agent go to the Lead Bank. Claim first-come by licensed state and line, Premium & Enterprise.
Add manually
Enter a referral, walk-in, or phone call by hand, Personal, Commercial, or Life, with optional opportunities.
The stage advances on its own
Every account carries a stage that moves forward automatically as you work the relationship.
Suspect · starts here
A new lead, claimed, captured, or added, with contact details but no active deal yet.
Prospect · when a deal opens
The moment you create the account's first opportunity, it promotes itself. Nothing to click.
Customer · when a deal is won
An opportunity is won, a policy is bound, and the account joins your book automatically.
One record for the whole relationship
Accounts holds everyone, leads and customers alike, in a single filterable list. Contacts, deals, quotes, policies, and documents all live on the account, from first hello to bound policy.
Three account types
Personal, Commercial (with NAICS, revenue, operations), and Life, each with the right fields for that coverage type.
One account per line
A client can hold a Personal account for home and auto and a separate Commercial account for their business, each complete.
Duplicate detection
Flags existing records with matching contact info on creation, keeps your book clean automatically.
Search & filter
Filter your book by insurance type, account type, status, and date range. Search by name or email.
Track every deal on every coverage line
One account can hold many opportunities, one per coverage line. Each moves through a six-stage pipeline, with full history at every step.
Six pipeline stages
Submitted → Qualified → Quoted → Proposed → X-date → Lost. Move deals forward or mark lost with a required reason.
X-date follow-up
Schedule a future follow-up tied to the prospect's current policy expiration date.
Prior policy capture
Record the prospect's current carrier, premium, expiration date, and continuous coverage history before quoting.
Assets & Exposures
Campaign-sourced leads show vehicle or asset detail (make, model) on relevant coverages, automatically from the form.
Every carrier quote on one opportunity
Each opportunity holds as many carrier quotes as you need, tracked together in one place. When one is accepted, it converts directly into a policy, fields pre-populated.
Multi-carrier tracking
As many carrier quotes as you need per opportunity. Each tracked with its own stage, New, Presented, Accepted, Rejected.
Mark as won → Policy
Accepting a quote opens the Create Policy flow with carrier, premium, and dates already filled in.
Quote type
Tag each quote as New Business, Rewrite, or Endorsement, logged alongside the carrier offer.
Notes per quote
Free-text notes on each carrier offer, up to 250 characters, for context that doesn't fit a field.
The bound policy, recorded in full
Every bound policy lives under the account. Premium, billing, E&S tax, broker fees, every carrier that quoted, all visible at a glance from the day it's won.
Full policy record
Issuing company, policy number, term, effective and expiration dates, and total premium, all in one place.
Billing details
Billing frequency, bill type, premium finance, broker fees, and E&S surplus lines tax, recorded per policy.
All quotes visible
Every carrier that quoted appears under the policy, accepted and rejected, with stage, premium, and dates.
How it compares
Everything a paid CRM does for your book. None of the bill.
Here's how the best CRM for insurance agents stacks up against a full AMS and a general-purpose CRM.
| Feature |
Agency Height
|
AMS
|
Other CRM
|
|---|---|---|---|
|
Built on insurance data: account, opportunity, quote, policy
|
|||
|
Monthly cost
|
Free |
$200+ / user |
Paid, per seat |
|
Time to set up
|
Minutes |
Weeks, with training |
Manual configuration |
|
Leads flow in from your profile, campaigns, and Lead Bank
|
|||
|
Multi-carrier quote tracking per opportunity
|
|||
|
Right-sized for your agency, solo or scaling
|
Overkill |
Not insurance-specific |
|
|
Accounting, commissions, carrier downloads
|
From agents like you
What agents say about Agency Height.
Matthew Roman
Ceranus Lejulus
Russel Armine
Also in your plan
More tools built for your agency.
The CRM is one part of a platform built around getting, tracking, and keeping clients. Everything below is in the same plan.
Agent Directory
Your public profile in front of clients searching for an insurance agent nearby. Quote requests land directly in My Leads.
Lead Bank
Claim insurance requests submitted on the platform, matched to your coverage lines and licensed state.
Intake Form
Custom campaign forms and QR codes that send leads directly to My Leads in your CRM.
Live
Markets
Filter carriers by appetite and risk type to find the right market for every client, right inside the platform.
Lead Generator
Find cold leads by keyword and city to build your own prospect list and fill your My Leads pipeline.
Lead Enricher
Enrich existing contacts with missing data so no opportunity goes cold from incomplete information.
Includes CRM, Agent Directory, Lead Form, Lead Bank, Lead Generator, and more. One annual plan. Get Started Today
FAQs
Questions about the CRM.
A CRM (Customer Relationship Management system) tracks your clients, deals, and pipeline in one place. If you're managing more than a handful of clients and keep losing track of who you quoted or where a deal stands, a CRM fixes that. Agency Height is insurance CRM software built specifically for how agents work, with fields for coverage lines, carrier quotes, and policy terms that a generic CRM doesn't have.
Yes. The CRM, My Leads, Campaigns, and My Book, is free on every Agency Height plan, including the Free plan. No separate subscription, no per-seat pricing, no setup fee. Paid plans unlock more across the wider platform, but the CRM itself never costs extra on any tier.
AgencyZoom focuses on lead nurture workflows. HubSpot is a general-purpose sales CRM built for any industry. Agency Height CRM is built around the actual data model of insurance: account, opportunity, quote, policy. It tracks carrier quotes per opportunity and stores billing detail and E&S tax on policies. It's also part of the Agency Height platform, so leads from your directory profile, campaign forms, and Lead Bank flow in automatically.
No. The CRM is a sales and relationship tool, not a rater or policy management system. It doesn't rate with carriers, bind or issue policies, or handle claims. You quote and bind through your carriers as you normally would, then record the details here. Think of it as the place where you track what's happening, not where transactions happen.
It depends on what you need. Agency Height CRM handles the full client and sales pipeline (leads, opportunities, quotes, and policies) but it doesn't do accounting, commission tracking, or carrier downloads. If you're a solo agent or small agency that doesn't need a full back-office AMS, it covers the core pipeline work. If you need commission reconciliation or carrier downloads, you'd still use a separate system for that.
From your public directory profile when a buyer submits a quote request, from your campaign forms, from the platform when a buyer picks you as a matched agent, from Lead Bank when you claim a request, and from connected lead partners. You can also add one by hand for referrals, walk-ins, or calls. Every one of them lands as an account automatically, ready to work.
Included, on every plan. The full CRM, My Leads, Campaigns, and My Book, comes with Agency Height at no extra cost, from the Free plan up. No separate subscription, no setup fee. It sits alongside your Agent Directory listing, Lead Form, Lead Bank access, and the rest of the platform.
Personal, Commercial, and Life. For Personal, coverage templates include Auto, Home, Renter, Condo, Pet, Flood, Umbrella, Motorcycle, and PL Policies. For Commercial, you can track any coverage line as an opportunity against a commercial account. Trucking is supported as a campaign type as well.
Get started
Your leads, your book,
your pipeline, in one place.
Free on every plan. Start tracking every deal from first inquiry to bound policy.
Free on every plan · No setup fee · No credit card required