An insurance agency CRM that follows up on every quote request

What an insurance agency CRM should do for an independent agency

Your agency management system already holds policies, carriers and commissions. The gap is usually before the policy: the quote request that came in on Sunday night, the lead from a Google Ads form, the caller who wanted a home and auto bundle. Dheed fills that gap. When you pick the insurance industry type, Dheed uses words that fit agency work, such as policies and advisors, with pipeline stages for quoting.

Keep sensitive data in your agency system. Dheed is for name, phone, email, line of coverage ("auto, two vehicles"), source and status. Do not put driver's license numbers, Social Security numbers, bank details or full policy numbers into Dheed.

Quote request tracking from every source

Leads arrive from your website form, Google Ads lead forms, a Google Sheet that a lead vendor fills, or any app that can post to a private webhook, such as Zapier. Each source gets its own link. Columns are matched once, and every new row becomes a lead with its source, so reports can show which source turns into written business. If the same person asks again within 30 days, it becomes a note on the open lead instead of a duplicate. New leads can be assigned to producers by taking turns. More detail is on the lead management page.

Insurance lead follow up that runs on its own

Dheed's automation recipes cover the follow up most agencies mean to do:

• Instant lead reply: a text within a minute to leads who agreed to texts.
• New lead follow-up: a task for the producer after one day, then a text two days later if the lead is still New.
• AI calls new leads: with the AI Receptionist, an AI call about two minutes after the lead arrives, only with call consent and only in daytime hours.
• Missed opportunity check-back: a touch 90 days after a lead is marked Lost, which is often near the time a shopper's policy comes up again.

Every automation checks conditions before each step, so it stops when the lead moves on. A daily cap limits automatic customer messages. See marketing automation for how recipes are built.

Policy renewal reminders through tasks

Dheed does not pull renewal dates from carriers, so renewals run on tasks. Add a custom field for the renewal date. When a deal is won, create a task due 45 days before renewal, assigned to the producer, with a high priority. Each person sees tasks as overdue, today and upcoming, and the dashboard shows "my tasks". For a book of personal lines, that makes a simple, visible renewal calendar.

An AI receptionist for independent insurance agencies

Many agencies are two or three people, and the phone rings while you are on another call. The AI receptionist add-on answers on your Dheed number with the agency name, asks for contact details and the line of coverage, and books a quote call with a producer. It does not quote premiums, bind coverage or give coverage advice. Each call is saved with a summary, transcript and recording, and urgent calls, such as someone reporting a claim, are flagged and texted to you.

Insurance agency texting without a personal cell

Business texting gives your agency an approved local number and one shared inbox, so a client text does not live on one producer's phone. It costs $50 a month for 1,000 texts, and carrier approval usually takes a few days to a few weeks. Texts only go to people who agreed or texted you first, and STOP is honored automatically.

Getting started

1. Pick the insurance industry type and rename stages to match your quoting process.
2. Connect your lead sources and match the columns.
3. Turn on Instant lead reply and New lead follow-up.
4. Add a renewal date field and a renewal task habit.
5. Add texting or the AI Receptionist when you are ready.

Dheed is an all-in-one business platform with a Free plan. See plans and pricing, or start free.

Frequently asked questions