P & C Insurance

Property and Casualty Insurance CRM and Marketing Platform | Agently

Grow Your Property and Casualty Insurance Business with Agently

At Agently, we know the fast-paced nature of the Property and Casualty (P&C) insurance industry. Whether you’re insuring homes, vehicles, or businesses, staying on top of client needs and renewals is critical to your success. Agently was built by agents for agents, giving you the CRM and marketing tools you need to generate and manage your business, track leads, and grow your commissions—without getting bogged down by administrative tasks.

Why Agently for P&C Insurance Agents?

Managing multiple lines of P&C insurance—whether auto, home, commercial property, or liability—can be overwhelming. Agently’s powerful platform takes the hassle out of client management and marketing, helping you focus on what really matters: protecting your clients and growing your book of business.

With Agently’s P&C insurance CRM, you can:

  • Generate Leads: Generate your own P&C leads right in Agently. Or import leads from lead vendors.

  • Organize Client Data: Keep a detailed record of client policies, including home, auto, and business insurance information, ensuring you have everything in one place.

  • Simplify Renewals: Automate client renewals. Agently will remind you and your client of upcoming renewals with automated workflows that reaches out and sets appointments for reviews saving you time and increasing your retention.

  • Automate Lead X-Dates: Agently using workflows will start communicating with your leads 30 days prior to their auto, home and business policies renewal dates. Agently will send out new automate quotes to entice prospects.

  • Automate Your Marketing: Engage your clients with pre-built email and SMS campaigns designed specifically for P&C policies, keeping you top of mind for additional coverage needs.

  • Magic Quoter: Magic Quoter is a powerful tool that automates the quoting process for insurance agents. With Magic Quoter, lead information is seamlessly collected through an API and sent to third-party software to gather essential client data, including current carrier information, liability coverages, insurance score (IS Score), drivers, and vehicles.

    Once the client data is gathered, it’s sent directly to your comparative rater for quick and accurate pricing. After the rating process is complete, all of the data is securely stored in Agently’s CRM, giving you easy access to the full client profile for future follow-ups and cross-selling opportunities.

  • Onboarding Process: Once a lead is marked as "sold" in Agently, the onboarding process is automatically initiated. Through a series of stages, your new client will receive timely, automated communications, including a welcome letter, a client referral request, a review request, and notifications about cross-sell opportunities. This ensures a smooth and consistent onboarding experience while keeping your clients engaged and informed from day one.

Streamline Property and Casualty Insurance Marketing

Agently’s platform is designed to simplify your P&C insurance workflow, from prospecting to policy renewal. With features that help you keep track of multiple policies and complex client needs, Agently takes the guesswork out of managing your day-to-day tasks.

Key features for P&C agents include:

  • Custom Client Profiles: Store important details about your leads including, current carrier, current liability coverage, drivers in household, autos in household, IS Score, multiple quotes and more.

  • Automated Follow-Ups: Set up automated reminders for upcoming policy renewals, birthdays and holidays to keep constant contact with your leads.

  • Lead Management and Tracking: Use lead scoring to prioritize high-potential prospects and automate follow-up communications, turning more leads into policyholders.

  • Easy Communications: Communicate with leads right in Agently. All communications appear in the communication pane. Phone calls, sms, email, Facebook messenger, Google chat, website chat, Linkden messages and more.

  • Grow Your Database: Launch your own ads, importing ads from lead vendors and generating referrals Agently will help you grow your database.

Built by Insurance Agents, for Insurance Agents

gently was created by experienced property and casualty insurance agents who understand the challenges of managing client relationships and multiple lines of insurance. Our platform was specifically designed to help P&C agents work more efficiently, stay organized, and maximize their sales efforts. With Agently, you have everything you need to manage clients, automate marketing, and boost cross-sell opportunities, all in one place.

Optimize Your P&C Sales with Agently

Whether you specialize in auto insurance, homeowners insurance, or commercial lines, Agently provides the tools you need to grow your business. With automated workflows, customized marketing templates, and detailed client profiles, you can stay focused on building lasting relationships and driving your sales growth.

With Agently’s P&C insurance CRM, you’ll have access to:

  • Reporting and Analytics: Easily track your sales, lead progress, and X-dates within our intuitive pipelines. These pipelines are designed to provide a high-level overview of your entire sales process, lead status, and upcoming X-dates, giving you clear insights into your monthly performance and opportunities at a glance.

  • Cross-Sell Opportunities: During the onboarding process Agently will identify cross sell opportunities and immediately start communication and educated your clients with other coverages you offer. A Cross Sell pipeline shows the process

  • Mobile App: Stay connected with your clients and manage your leads on the go with our mobile-friendly platform, ensuring you never miss an opportunity.

The Agently Advantage

In the competitive world of property and casualty insurance, staying ahead means having the right tools to manage your clients and drive growth. Agently helps P&C agents save time, automate routine tasks, and deliver exceptional service to their clients. By focusing on what matters most—client relationships and coverage needs—you’ll see your commissions and retention rates grow.

Developed with Agents, for Agents

At Agently, we’ve been in your shoes. Our CRM and marketing platform was developed by P&C insurance agents who know the complexities of managing home, auto, and business policies. Every feature is built with your business in mind, helping you work more efficiently, stay organized, and grow your commissions.

Ready to Grow Your P&C Insurance Business?

With Agently’s P&C insurance CRM and marketing platform, you’ll have everything you need to manage clients, track policies, and grow your business. Take the first step toward simplifying your workflow and boosting your sales by trying Agently today.

Get Started with Agently

Sign up for a free trial or schedule a demo today to see how Agently can transform your property and casualty insurance business.