AI CRM for Insurance
Quote Follow-Up
Renewal Automation
Compliance Ready
Multi-Line Support
Why insurance agencies choose Centerfy PRO
Insurance is relationship-driven. Centerfy PRO helps agents maintain more relationships with less effort through intelligent automation.
Faster Quotes
AI pre-qualifies callers and routes them to the right agent with context ready.
Higher Retention
Automated renewal reminders and check-in campaigns reduce policy lapses.
More Policies Sold
Speed-to-lead and automated follow-up convert more quotes to bound policies.
Built for the insurance sales cycle
Speed-to-Quote
AI answers quote requests instantly and gathers preliminary information before connecting agents.
Renewal Campaigns
Automated multi-touch campaigns remind policyholders before renewal dates.
Compliance Recording
Record and store calls with proper consent for regulatory requirements.
Cross-Sell Detection
AI identifies cross-sell opportunities based on conversation analysis.
Sell more policies, retain more customers, and stay compliant—all from one platform.
Go Live in Days—Not Months
1
Import your book
Upload your book of business or sync from your existing AMS.
2
Configure workflows
Set up renewal reminders, quote follow-ups, and routing rules.
3
Train your team
Quick onboarding with insurance-specific templates and scripts.
4
Start selling
Launch campaigns and let AI handle the routine communication.
Takes 15 minutes. No commitment.
Built for insurance workflows
Quote pipeline
Track every quote from initial inquiry through to bound policy.
Renewal tracking
Automated alerts and campaigns before policy expiration dates.
Claims communication
Keep policyholders informed during the claims process with automated updates.
Multi-carrier quoting
Manage quotes across carriers with organized pipeline stages.
Referral campaigns
Automated referral request sequences to grow your book organically.
E&O documentation
Automatic call logging and recording for errors and omissions protection.
Quote Request
AI Qualifies
Agent Quotes
Follow Up
Policy Bound
Works for every insurance type
P&C Insurance
Home, auto, and commercial policy sales and retention.
Life & Health
Individual and group policy management with compliance tools.
Medicare & Benefits
AEP/OEP campaign management with enrollment tracking.
See how insurance agencies grow their book with Centerfy PRO.
What Teams Typically Improve
30% More Policies
Speed-to-lead and follow-up automation increase bind rates.
90% Renewal Rate
Automated renewal campaigns prevent policy lapses.
50% Less Admin
Auto-logging and workflows eliminate manual data entry.
5x ROI
Platform pays for itself many times over with increased production.
Results vary. Based on aggregated customer outcomes.
"We went from losing renewals to a 92% retention rate. The automated reminders alone paid for the entire platform."
— Agency Principal, Multi-Line Insurance Agency
