Unlock Agency Performance & Growth with PowerSync CX, Customer Experience Platform.

Streamline your insurance agency’s client support operations, increase retention, and leverage automation to drive efficiency—all in one powerful, customer experience (CX) platform.

The Challenge for Insurance Agencies Today

In recent years, insurance agencies have faced a dramatic shift from easy renewals to a competitive hard market. Both personal and commercial insurance clients are continually reassessing their insurance needs and costs, demanding more personalized attention and better service. To thrive in this environment, agencies need a solution that supports their entire customer journey—from the first engagement with a prospect to onboarding, and through to renewal.

But agencies often struggle with disconnected systems, outdated tools, and manual processes that hinder their ability to deliver a seamless, efficient client experience. They need a flexible, all-in-one solution that keeps pace with today’s fast-moving technology—without the complexity of industry-specific CRM systems.

SalesPower's PowerSync CX

The PowerSync CX Advantage

PowerSync CX transforms HubSpot into a dynamic customer experience hub, designed specifically for insurance agencies. By integrating with your existing AMS, PowerSync CX improves retention and growth by streamlining operations, increasing efficiency, and boosting productivity—without the complexity of a start from scratch, fully custom, HubSpot build.

With PowerSync CX, your agency can:

Enhance Client Support

Seamlessly manage client support with client, contact, and policy data in one place to offer personalized, responsive service.

Boost Client Retention

Use client data and engagement to automate communications and workflows to foster deeper client relationships and improve retention.

Increase Efficiency

Streamline processes using tools such as HubSpot’s conversation inbox and helpdesk workspace to reduce manual work, and lost tasks, freeing up your team to focus on what matters most—serving clients.

Drive Growth

Leverage HubSpot’s powerful automation, easy to build custom reporting, and analytics tools to make smarter decisions and drive agency growth.

How does HubSpot & PowerSync make insurance teams productive?

Built on SalesPower’s pre-designed HubSpot framework and integrated with PowerSync, PowerSync CX helps insurance agencies get the most out of HubSpot without the headache of building a unique complex customization.

Seamless Integration: PowerSync CX syncs client, contact, and policy data between your Agency Management System (AMS) and HubSpot for a smooth, unified experience.
Customizable Workflows: Automate tasks, communication, and follow-ups, allowing you to respond to client needs faster and more efficiently.
Quick Implementation: Get up and running in 60 days or less.
Annual Insurance Reviews (AIR) allow agencies to spend less time talking to clients by meeting with them once a year vs before each policy is renewed.

Choose the Best
Customer Experience Hub
for Your Agency

View Pricing

POWERSYNC CXCORE

For insurance agencies that want to BYOD (bring your own data) and use HubSpot CRM & Service Hub separate from their AMS.

POWERSYNC CX PRO

For insurance agencies that want to use HubSpot to engage, log and record their activities while keeping client and contact data in sync with their AMS.

POWERSYNC CX PLUS

For insurance agencies that want to use HubSpot to engage, log and record their activities while keeping client, contact & policy data in sync with their AMS to drive their renewal automation and engagement processes.

Why HubSpot?

Insurance agencies should choose HubSpot because it provides a flexible, all-in-one platform that integrates effortlessly with your existing systems. Unlike traditional insurance-specific CRMs and AMSs, HubSpot offers:

Advanced Automation: Streamline communication and workflows to reduce manual tasks and boost productivity.
Customizable Workflows: Tailor processes to fit your unique business needs, with no constraints from industry-specific tools.
Intuitive Interface: HubSpot’s user-friendly interface makes it easy for your team to adopt and use efficiently.
Seamless Integration: HubSpot’s robust integrations help you stay connected with all of your tools and data.
New Source of Truth: HubSpot permissions controls allow you to control who can view, edit, and delete data, emails, call logs, transcriptions, tasks and more.

Real Results, Fast

In just 60 days or less, PowerSync CX will help your agency organize, optimize, and elevate your client experience.

Increase Client Retention: Personalized communication and streamlined workflows will drive higher retention rates.
Boost Productivity: Automate repetitive tasks and focus on growing your agency and serving clients.
Accelerate Growth: With better insights and streamlined processes, your agency can quickly adapt to changing market conditions and drive revenue.

“A big thanks to David LeFevre and his team for making the Hawksoft to HubSpot sync a reality and helping Grit Insurance optimize our renewal and support processes. We’re now able to save time and handle more with fewer resources. My team has fully embraced HubSpot as the ideal tool for sales, account management and client support.”

Kirk Chester, Principal, Grit Insurance Group

“We were able to roll out HubSpot with a new support and annual renewal process. The implementation was fast and smooth. The way we handle client interactions now has truly been elevated, and the results speak for themselves. David is incredibly knowledgeable and made sure I was prepared to train my team before the roll out. The smooth implementation, knowledge, and preparation made our HubSpot rollout a successful one! Highly recommend moving to HubSpot with SalesPower.”

Sam Thomas, Director of Client Services, Trailstone Insurance Group

Ready to Transform Your Agency?

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Choose Your PowerSync CX Plan

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Choose the Right PowerSync CX Plan for Your Agency’s Growth.

We understand that every agency is unique, which is why we use flexible pricing to meet your specific needs. Whether you want to integrate service only or your entire agency, regardless of your agency’s size and revenue, we can offer a solution that will help you move to HubSpot, streamline operations, enhance client retention, and drive growth. All our solutions follow a process of configuration, data importing, onboarding, training, and ongoing monthly support.