Turn Your Insurance Agency into a
Sales & Service Machine
With Our HubSpot CRM Solutions
Dial Up Your Agency Performance, Sales Productivity and Customer Satisfaction With a Custom HubSpot CRM Solution
Build a Custom HubSpot CRM for New & Renewal Insurance Sales
Growing an insurance agency requires a CRM that will help producers convert more leads, grow their book of business, and retain customers while giving you the tools to measure sales productivity, performance, and growth. Whether your agency has one producer or dozens, integrating HubSpot into your sales processes allows producers, managers, and owners to better manage leads, prospects, and clients. We can customize HubSpot to match your current new business and renewal sales processes or build them from scratch using industry models for both personal and commercial lines of business.
HubSpot Sales Hub gives producers the tools they need to rapidly grow their book of business
Automate lead, prospect, and customer engagement using email, SMS, calls, and tasks.
Set individual and team-based revenue goals and forecasting to always know what your next quarter looks like.
Multiple sales pipelines give you detailed control over sales stages, automation, and close rates for different types of business, new business vs renewals, etc.
A best-in-class task management system give sales producers the tools to ensure they can stay on top of their new business leads and prospects.
Out of the box Sales Analytics Reports give you what you need at your fingertips to make smart decisions.
Connect to 3rd party Integrations with your email, calendar, phone system, LinkedIn, and more.
Integrate Aircall and all your calls are saved and can be used to trigger automations.
Productivity, sales, and revenue reports keep you up-to-date with your sales activities, progress, and forecasts.
And much more...
Build a Custom HubSpot CRM for Insurance Service & Support
Great account management and customer service make retaining clients easier and more profitable. Organize, prioritize, and optimize your business processes with a custom CRM Service Hub solution designed to improve your customer satisfaction and net promoter scores.
HubSpot Service Hub brings all customer service channels (email, live chat, social media, etc.) into one place, helping support teams manage interactions more efficiently.
The built-in ticketing system enables businesses to organize, track, and manage customer issues in real-time, ensuring that no request falls through the cracks.
Service Hub provides the option to create a self-service knowledge base, which allows customers to find answers on their own, reducing the volume of incoming support tickets.
Service Hub includes built-in surveys (like NPS, CSAT, and CES) that help businesses gather actionable feedback to improve service quality and customer experiences.
The platform provides comprehensive reporting tools to track metrics like ticket resolution times, customer satisfaction, and agent performance, helping businesses optimize their service efforts.
Because it’s part of HubSpot's CRM platform, Service Hub provides full visibility into customer interactions and history, making it easier to provide personalized support and manage accounts effectively.
With notes, internal conversations, and shared inboxes, Service Hub helps teams collaborate more effectively to resolve issues and manage customer relationships.
The platform can be tailored to fit specific business needs, with custom pipelines, automation rules, and service-level agreements (SLAs) to ensure agencies meet their unique customer service goals.
And much more...
Why Do You Need a HubSpot Partner?
If you are considering HubSpot or already a HubSpot customer, it is important that you find and engage with a certified HubSpot Partner. HubSpot Partners are certified on the different HubSpot Hubs and have the experience to make your HubSpot migration and onboarding a success.
HubSpot’s free users model has been discontinued. This means that you are paying for each non-partner user. HubSpot partners have access to partnerlink, which gives our team access to HubSpot your account at no additional cost to you.
SalesPower is a HubSpot Solutions Gold Partner
Why is HubSpot the right choice?
Here are just a few reasons to choose HubSpot as the CRM for your agency.
HubSpot is easy to learn and use
Sales staff needs to sell, not become software experts. HubSpot’s user interface is intuitive and easy to learn. Most people can learn the basics, learn to navigate, and be functional with less than an hour of training.
Easily Customized
HubSpot was built for and by marketers, not IT professionals. The result is a platform that is not only easy to use but easy to modify to match the needs of your business.
Free Contacts
HubSpot only charges for ‘Marketing Contacts’ as part of their Marketing Hub. These are people who you are actively email marketing to using email blasts or personalized emails used in workflow automation. If you are not email marketing to people using HubSpot, those contacts are included at no additional cost.
Sales Process Automation
Email, SMS Text messages, reminders, tasks, notifications, and data updates are examples of what HubSpot can automate as sales staff engage with and a prospect moves through your sales process.
Unified INBOX & Service Automation
Turn emails, chats, and more into tickets and take advantage of Service Hub to ensure all requests are addressed in a timely and efficient manner.
Email Deliverability
If your email doesn’t make it into your recipient’s inbox, then your email marketing solution is not working for you. HubSpot gives your email the best chance of getting into the Inbox.
3rd Party Integrations
Unlike your agency management system, HubSpot is an open platform that has integrations for almost every sales and service need. From VOIP services to LinkedIn, HubSpot integrations allow the sales team to connect with other software used as part of the sales and service process. HubSpot even integrates with other CRM’s.
Personal Insurance
New Business & Renewals
Selling personal insurance requires a fast response to inquiries and a consistent approach to the sale. HubSpot’s marketing and sales pro hubs give you total control over online engagement. Workflows allow you to target the prospect whether you win or lose the immediate deal, and automation allows producers to stay in contact with the prospect by email, phone, and/or SMS text messages.
Commercial Insurance
New Business & Renewals
Methods for selling commercial insurance vary by agency. Whether you dial for dollars or focus on building high-quality, long-term relationships, having a custom CRM allows you to keep up with the sales process, regardless of how fast or slow you go.
Defining Your Sales Process
Having a defined and documented sales process with clearly defined stages and communications statuses will ensure that producers don’t forget or lose track of any prospects. Step one of HubSpot onboarding is to document your new business sales processes.
SalesPower is part of Killing Commercial, a commercial insurance training community. Although we do not sell insurance, being part of the community allows us to stay up-to-date on the industry.
Add-On Solutions for Insurance Agencies
SalesPower launched our HawkSoft to HubSpot sync in early 2024. Today, we can sync any AMS with an API to your HubSpot account.
If you don’t have HubSpot yet, talk to us before you buy it so you can buy the right solution.
HubSpot users can now have their AMS data synced to HubSpot. This sync will ensure that all of your client data is updated and available in HubSpot for you and your team to use for sales, service, and support; including clients, contacts, and policies.
SalesPower, in partnership with Adapt API, has developed an easy-to-use late pay notification platform for insurance agencies.
SalesPower LPN will help you to stay on top of clients who are at risk of being cancelled because they forgot to, or can’t, pay their insurance policy premium before the policy is cancelled. Avoid cancellations and the cost of reinstating, rewriting, or remarketing that comes with it. An Adapt API subscription is required. HubSpot is not required. If you have HubSpot, we offer a ticket creation add-on to help you ensure your late pay notifications are managed by your team.
HubSpot Onboarding & Support For Agencies
6-Month Full-Service HubSpot Onboarding
$18,000
$3,000 per month
This HubSpot onboarding package is for agencies that want a HubSpot and insurance specialist working with them to document their sales process and configure/optimize HubSpot as needed to improve performance, productivity, and quality of service.
The goal is to have your team productive within 60 to 90 days while using the remaining time to automate, integrate, train, and optimize your business processes, making HubSpot a solution that your team actually uses.
90-Day Coached HubSpot Onboarding
$3,000
$1,000 per month
This onboarding package is for agencies who have the confidence to build their custom HubSpot CRM and need a coach or guide to help them get the most from their investment while avoiding missteps along the way.
You will get to work with David LeFevre for one 90-minute kick-off call and 11 1-hour virtual training and Q&A sessions. David has developed custom HubSpot CRM solutions for many insurance agencies and brings that experience to help make your new CRM build-out a success.
Technology/Insurance Entrepreneurs
$1,500
One-Time Charge
This is the same service as our $3000 onboarding, but is reserved for technology or insurance solopreneurs who want an experienced coach and guide who will help them build their new organization using HubSpot.
Monthly HubSpot Support
$1,000 – $4000
per month
SalesPower provides custom support services for our clients that range between $100 and $250 per hour, depending upon the support needed.
How much does HubSpot cost?
HubSpot recently changed their subscription fees to a combination of Hub and per seat pricing. How much you invest in HubSpot depends on the type of services you want to manage with HubSpot and the number of HubSpot users in your agency. SalesPower recommends that agencies new to HubSpot start small and grow with the need. Purchase a marketing starter hub along with one license of sale hub and one license of service hub (Pro or Enterprise) to build your custom CRM solution and then add or upgrade as needed. Use the button below to see HubSpot pricing or schedule a meeting with us and we can help you put together a HubSpot solution to match your needs.
Unlock Conversational Intelligence with Aircall AI
Aircall’s conversational intelligence analyzes the conversation sentiment, helping you identify calls and take appropriate actions. Aircall is the best phone integration option for agencies of all sizes. Besides conversational AI, integrating Aircall with HubSpot offers many more ways that you can enhance your sales and customer service processes.
Automatic Call Logging: Aircall automatically logs all incoming and outgoing calls within HubSpot’s CRM, ensuring that you maintain a complete record of communication with customers and leads.
Improved Call Efficiency: Sales and support teams can make calls directly from HubSpot with a single click, saving time and streamlining workflows, leading to more efficient operations.
Enhanced Customer Insights: The integration enriches HubSpot contact records with call details, notes, tags, and recordings, allowing teams to provide more personalized service based on past interactions.
Centralized Communication Data: Having all call information in HubSpot creates a centralized hub for customer data, so team members can access previous conversations, tickets, and communication history in one place.
Real-Time Synchronization: Aircall updates HubSpot in real-time, ensuring that call information, status, and other details are always up-to-date, allowing for better decision-making and quicker response times.
Improved Collaboration: With call details and notes synced in HubSpot, different teams (like sales, support, and account management) can work together more effectively and stay informed about customer interactions.
Enhanced Reporting: The integration allows you to track call-related metrics, such as call duration, frequency, and outcomes, within HubSpot’s reporting dashboards, helping to analyze team performance and improve service.
Workflow Automation: With the integration, you can trigger HubSpot workflows based on call activities, such as sending follow-up emails, assigning tasks, or creating deals, reducing manual tasks and improving customer engagement.
Better Lead and Deal Management: Aircall’s call data feeds directly into HubSpot’s lead and deal pipelines, allowing businesses to track the progress of opportunities more accurately and follow up on key accounts.
Improved Customer Experience: By combining HubSpot’s CRM with Aircall’s phone system, businesses can provide more consistent, context-rich, and responsive customer service, ultimately improving customer satisfaction.
Are You Thinking About Switching to HubSpot?