The AI-Powered CRM for Insurance Agencies
Capture leads from Facebook Messenger, automate follow-ups, manage your pipeline, and close more policies — all in one platform built for modern insurance agencies.
Built for Insurance Agencies, Not Generic CRMs
Every feature is purpose-built for the way insurance agencies capture, nurture, and close leads.
AI Lead Capture
Automatically capture and qualify leads from Facebook Messenger, web forms, and SMS — 24/7, without lifting a finger.
Visual Pipeline
Drag-and-drop Kanban board to track every lead from first contact to closed policy. Import existing leads via CSV in seconds.
Unified Inbox
Manage all your conversations — Facebook Messenger, SMS, and email — in one inbox with channel badges and smart filters.
Smart Automations
Build no-code workflows to send follow-up messages, assign leads, and trigger actions based on pipeline stage changes.
Team Management
Invite agents and front-desk staff with role-based permissions. Track activity and assign leads across your whole team.
Reports & Analytics
Track conversion rates, message volume, and pipeline velocity with beautiful charts and exportable reports.
Every Lead Channel, One Platform
Facebook Messenger, SMS, and email all flow into a single inbox. No more switching tabs, no more missed messages.
- Auto-create leads from Messenger messages
- Two-way SMS from the lead profile
- Email threads linked to each contact
Up and Running in Under 5 Minutes
No IT team required. No complex configuration. Just connect and go.
Connect Your Channels
Link your Facebook Page, SMS number, and email in minutes. PolicyPilot instantly starts capturing incoming leads.
Leads Flow In Automatically
Every new message creates a lead in your pipeline. AI qualifies and categorizes them so your team focuses on the hottest prospects.
Close More Policies
Use automations to follow up, your team to nurture, and our analytics to optimize — watch your conversion rate climb.
Your Whole Team, In Sync
Assign leads, track activity, and collaborate with role-based permissions. Everyone sees exactly what they need.
- 5 role levels: Owner, Admin, Agent, Front Desk, View-Only
- Invite team members via shareable link
- Track every action in the activity log
Plans That Grow With Your Agency
Every plan includes a 7-day free trial. No credit card required.
Starter
Perfect for solo agents getting started.
- Up to 500 leads
- 1 team member
- Facebook Messenger integration
- Basic pipeline (3 stages)
- Email support
Pro
For growing agencies that need more power.
- Up to 2,500 leads
- 5 team members
- All Starter features
- Advanced automations
- CSV bulk import
- Priority support
Agency
For large agencies with full-team needs.
- Unlimited leads
- Unlimited team members
- All Pro features
- Custom pipeline stages
- Advanced analytics
- Dedicated onboarding
"We closed 35% more policies in our first month."
— Maria Gonzalez, Gonzalez Insurance Group
Agencies Are Already Winning
Don't take our word for it — hear from agencies using PolicyPilot every day.
"PolicyPilot transformed how we handle Facebook leads. We used to miss half of them — now every message becomes a lead automatically. Our close rate jumped 35% in the first month."
Maria Gonzalez
Owner, Gonzalez Insurance Group
"The pipeline and automation features alone are worth it. I set up a follow-up sequence once and it runs on autopilot. I've reclaimed 8 hours a week that I used to spend on manual follow-ups."
David Chen
Principal Agent, Chen & Associates
"Onboarding my team was surprisingly easy. The role-based access means my front desk staff only sees what they need to, and my agents have everything at their fingertips."
Tanya Williams
Agency Director, Williams Insurance
Frequently Asked Questions
Ready to Grow Your Agency?
Join insurance agencies already using PolicyPilot to capture more leads, automate follow-ups, and close more policies.
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