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The Best CRM For Your Insurance Agency

Track your leads, manage renewals, increase cross-sell opportunities, and view all your customer history from one place with Blitz’s Insurance CRM Software

An Insurance CRM That Works WITH Your Agency

The Blitz insurance CRM software helps insurance agencies follow up with leads, referrals, and current and past customers.

Manage Your Contacts

Never let a contact fall through the cracks. Have a CRM keep your pipeline full using automation.

Automate Follow Up

Use automation to reach contacts at optimal times and keep your staff’s schedules full.

Reporting To Grow

See and track what source is generating the most revenue and invest more in that stream of your business.

What Are REAL Insurance Agents Saying About Blitz?

“Blitz allows us to maximize our time and customize our processes to make us more efficient. While this isn’t necessarily easy to set up and achieve, once you get the hang of it and with get the help of one of their customer service reps., you’ll be selling more business in no time. Alex (our account manager) is exceptional and top-notch!”
Andrew Neveils

Office Manager, The Chapman Agency

“I love the fact that it will send us reminders to make phone calls for leads and it sends follow up emails out for us. This is critical instead of relying on the human brain to remind us on every lead.”
Joey Lee

Agency Owner, Joey Lee Agency

“Blitz has been a lifesaver in our agency. Our sales staff can stay on top of all their leads. We have automated emails and scheduling that makes follow up more efficient. We could never reach out to all of our recontacts and requotes at renewals without the assistance of Blitz.”
Beverly Wybersky

Office Manager, Wybersky & Associates

Schedule a LIVE Demo!

We are strong believers that getting to know your agency and what your needs are is critical when looking to add a CRM software solution. Let’s chat!

Quick Statistics of Implementing a CRM In Your Agency

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Increase in The Number Of Insurance Policies Written

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Increase In Production From Agents

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Increase In The Amount of Quotes Annually

Close More Deals To Help GROW Your Insurance Agency

Do your agents tend to forget to follow up with contacts? Blitz helps insurance agents, like you, automate their day to day work, from sending emails to scheduling reminder calls to even asking for referrals. Using insurance intelligent automation, Blitz can keep agents’ schedules full and give agency owners an opportunity to coach and mentor the team appropriately. 

Have Access To Contact Information and Documents in ONE Place

Blitz is a cloud-based insurance CRM software that gives you access to contact history and documentation at your fingertips when you need it. Allow other employees to assist each other because they have all the current information available about any contact. By documenting notes, your team will never miss a beat!

CRM Features for Insurance Agencies

Customizable

We help you setup your Insurance CRM the way you want it to work in your agency.

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Flexibility

Whether your big or small, Blitz helps you manage all of your contacts with an easy to use interface.

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Communication

Build and save email templates, send emails, and other means of communication.

Tracking Sources

Properly track and source where your leads come from to help agency owners see where the return is coming from.

Artificial Intelligence

Workflow Automation is built to automate manual work to try to reach contacts at the right time

Reporting

Easy to read reporting that includes filtering to manage different campaigns for your agency.

Cloud Based

Access Blitz from wherever you need to. Our Insurance CRM is cloud-based. Simply log in from anywhere!

Integrations

Integrations are as easy as turning them on and off. We organize the front end of your sales pipeline.

Ready To Be More Efficient in Your Agency?