Unlock Your Agency's Retention, Performance
& Growth Potential
in 60 days!

Streamline your insurance agency’s client support operations and increase your client retention by leveraging data synchronization with your AMS and HubSpot—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 through client on-boarding, and then renewal.

But agencies often struggle with disconnected systems, outdated tools, and manual processes that hinder their ability to deliver a seamless, efficient user and client experience.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

Clean, Unified Client Data for AI

AI solutions are rapidly advancing but they all require clean and unified data to be accurate. With HubSpot PowerSync you can be prepared for AI with all of your client data in one place. Emails, call logs, contact information, and policy information will AI the information it needs, including HubSpot’s Breeze Copilot and Breeze agents, helping you provide better service and better insurance options.

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 & Increase Efficiency

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

Using PowerSync CX and HubSpot can help agencies save time & resources in a variety of ways compared to managing customer service without a unified platform. Here’s a breakdown of how together, they create efficiency:

Swipe from right to left to view more

Feature	Without PowerSync CX & HubSpot	With PowerSync CX & HubSpot
Client Data	Client, communication & policy data are stored in multiple platforms	Client, communication & policy data are available in a single platform
Support Tool Access	Teams use scattered tools and tabs	All support tools and conversations are centralized
Ticket Management	Manual assignment and tracking	Automated routing and tracking of tickets
Response Efficiency	Agents send repetitive emails and follow-ups manually	Automated responses, templates, and snippets, along with follow-up workflows
Chat Support	Human-only support with delays	Live chat and chatbots handle FAQs and triage
Knowledge Base	Agents answer repeat questions individually	Customers self-serve with a searchable knowledge base. A private agency-only knowledge base is also available.
Customer Context	Reps dig through multiple systems for background info	Full customer history visible within the record
Reporting & Dashboards	Manual tracking and spreadsheet reports	Real-time dashboards with automated reporting
Channel Management	Separate inboxes for email, chat, and social media	Unified inbox across all channels make managing requests a team effort
Missing Information	Emails are lost, calls are forgotten, notes misplaced	Client engagement is stored in a single platform accessible to all users when need.
Productivity	No one really knows how productive the team is	Automated and manual activities are logged and reportable with real-time dashboards

The Financial Impact

The financial impact of improving customer service alone is substantial. An agency with 8 people can easily save $40,000 annually by eliminating the need for additional support staff plus more than $25,000 in efficiency gains from automation, optimization, and prioritization, delivering complete return on investment within 12 to 24 months.

Your team will be empowered to handle more clients with the same resources while reducing stress due to poor organization and lack of process. Happier employees equate to lower turnover and associated costs.

Boost Client Retention and Drive Growth

Use client data and engagement to automate communications and workflows to foster deeper client relationships and improve retention. Leverage HubSpot’s powerful automation, easy to build custom reporting, and analytics tools to make smarter, more informed decisions.

Our Annual Insurance Review process for personal clients and commercial insurance management process modernizes your approach to renewals. Driven with actual policy data, your agency will retain more clients, receive more recurring revenue and benefits that come with it.

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 when 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.

Boost Productivity: Automate repetitive tasks and focus on growing your agency and serving clients.
Increase Client Retention: Personalized communication and streamlined workflows will drive higher retention rates.
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 SalesPower 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

“David from SalesPower has been an incredible asset to our team at CTG Insurance. He led the implementation of HubSpot and successfully integrated it with NowCerts, giving us real-time data accuracy across platforms. His expertise went well beyond setup — he offered strategic recommendations that have helped us turn HubSpot into a powerful tool for enhancing our client service and driving new business growth. David’s insight and execution have had a measurable impact, and we’re grateful to have him as a trusted partner.”

Steven Elkins, CIC, CRM, Vice President, CTG Insurance

“David LeFevre has been managing Florida Risk Partners HubSpot account since 2019, building several customized solutions for our agency. He has also migrated several agencies that are part of the Killing Commercial community. If you are considering HubSpot, be sure to contact David and SalesPower.”

David Carothers, Principal, Florida Risk Partners

“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 and his team are 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?

Schedule a 30 minute Discovery Call Today

Schedule A Discover Call

Choose Your PowerSync CX Plan

Get Started Today!

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.