CRM for Insurance Agents — Built Into Your Website
We build your insurance agency’s website with CRM built right in. Capture leads, automate follow-ups, and track your pipeline without separate software.
Trusted by 500+ small businesses
Portfolio
How CRM works inside an insurance agent’s website.
How It Works
CRM built into your website from day one.
Step 1
Map Your Sales Process
We learn how you handle leads, quotes, and follow-ups.
Step 2
Build CRM Into Your Site
Lead capture, pipeline tracking, and automation — all integrated.
Step 3
Launch & Connect
We connect your website CRM with your existing tools and workflows.
Step 4
Optimize Over Time
We monitor lead flow and improve conversion rates.
What's Included
Everything Your Insurance Business Needs
Multi-Product Lead Capture
Separate forms for auto, home, life, health, and commercial insurance. Each feeds into your pipeline.
Automated Follow-Up
Quote requests trigger instant responses. Drip sequences keep prospects engaged until they’re ready to buy.
Pipeline Dashboard
See every lead, their status, and next action. Filter by product type, date, or source.
Agency Management Integration
Connects with Applied Epic, HawkSoft, EZLynx, and other agency management systems.
Lead Source Tracking
Know exactly which pages and campaigns generate your best leads.
Who This Is For
Built for Insurance Professionals
Independent Insurance Agents
You wear every hat. Built-in CRM means one less tool to manage and no leads falling through the cracks.
Insurance Agencies Scaling Their Team
Multiple producers need a shared pipeline. Our CRM gives everyone visibility.
Agents Tired of Expensive CRM Software
AgencyBloc and similar tools are powerful but pricey. Our built-in CRM covers what most agents actually need.
"
An independent insurance agency in Georgia was losing 40% of web leads due to slow follow-up. We built CRM into their website with automated responses. Lead response time dropped to under 3 minutes and their close rate improved by 28%.
Insurance Business Owner
response time
better close rate
leads lost
Testimonials
What Insurance Professionals Say
We cancelled AgencyBloc after Storebox built CRM into our website. Simpler, cheaper, and we're actually closing more business.
Insurance Agency Owner, Savannah, GA
Every quote request from our website automatically enters our pipeline with all the details. My agents stopped wasting time on data entry and started closing deals.
Agency Owner, Oklahoma City, OK
We were losing 35% of our web leads because follow-ups took too long. Storebox's automated emails now respond in under 2 minutes. Our close rate jumped 20%.
Independent Agent, Birmingham, AL
The dashboard shows me which agents are following up and which leads are going cold. I've never had this visibility before. It changed how I manage my team.
Managing Partner, Insurance Agency, Tampa, FL
I tried Salesforce, HubSpot, and AgencyBloc. They were all overkill for a 3-person agency. The CRM Storebox built into our site gives us exactly what we need — nothing more, nothing less.
Independent Agent, Boise, ID
Storebox connected our website CRM with our quoting tools. When a lead fills out a form, the quote process starts automatically. We went from 24-hour turnaround to same-hour.
Agency Owner, Louisville, KY
About
Why Insurance Agents Need CRM Built Into Their Website
Frequently Asked Questions
Yes. We integrate with Applied Epic, HawkSoft, EZLynx, and other common AMS platforms.
No. We set it up, configure automation, and manage updates. You just use the dashboard.
Instant. When someone requests a quote, they receive a response within seconds.
CRM is included in your Storebox plan. No separate subscription.
Respond faster. Close more policies.
Built into your website. No extra tools.