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.
Reporting To Grow
See and track what source is generating the most revenue and invest more in that stream of your business.
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!
What Are REAL Insurance Agents Saying About Blitz?
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 State Auto Insurance Agencies
We help you setup your Insurance CRM the way you want it to work in your agency.
Whether your big or small, Blitz helps you manage all of your contacts with an easy to use interface.
Build and save email templates, send emails, and other means of communication.
Properly track and source where your leads come from to help agency owners see where the return is coming from.
Workflow Automation is built to automate manual work to try to reach contacts at the right time
Easy to read reporting that includes filtering to manage different campaigns for your agency.
Integrations are as easy as turning them on and off. We organize the front end of your sales pipeline.