The Insurance Agent CRM
Built to retain and cross-sell.
Stop letting renewals lapse and missed cross-sells walk out the door. Tegrity tracks every policy, every life event, and every chance to add coverage.
No contracts · Cancel anytime · Live in 7–14 days
Quote requests in. Policies out. One place.
Every quote request, every renewal date, every cross-sell opportunity in one dashboard — instead of three browser tabs and a sticky note on your monitor.
Capture quote requests instantly
Web inquiries, Facebook ads, and referral submissions flow into one inbox. The fastest agent to respond usually wins — that is now you.
Renewal reminders that do not lapse
Auto-touchpoints 60, 30, and 14 days before renewal keep clients in policy and out of your competitor quote queue.
Cross-sell without feeling pushy
Auto life-event check-ins (new home, new car, new baby) tee up natural conversations about additional lines.
Built for the way you actually grow a book of business
We talked to agents about where renewals and cross-sells slip away — and built Tegrity Connect to make sure they don't.
Renewal reminders that actually work
Every policy renewal triggers a personalized outreach 60, 30, and 7 days out. Lapses drop. Retention climbs. And you stop watching premium walk out the door because nobody called.
Life-event triggers that surface cross-sells
Track home purchases, new jobs, marriages, and births tied to each client. Trigger the right cross-sell conversation at the right moment — not six months too late.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect runs alongside AMS360, EZLynx, Applied Epic, and most modern agency platforms. We focus on the relationship side — lead capture, renewal nurture, cross-sell triggers — and leave the AMS in place for policy management.
Every policy in Tegrity gets a renewal timeline. Automated outreach fires at 60, 30, and 7 days out with the right message for the right product line. You can tune the cadence per line of business so home, auto, and commercial each get their own playbook.
Yes — this is where most agents see the biggest payoff. Tegrity tracks life events (home purchase, marriage, new vehicle, business launch) and triggers the right conversation at the right moment. The lift on multi-line households usually pays for the platform in the first quarter.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS, domain setup, AMS integration, and the renewal and cross-sell flows your agency runs. You launch confident, not staring at an empty dashboard.
Business plan customers get 24/7 chat support — helpful when a claim comes in after hours or a renewal question surprises you on a Sunday. Starter plan customers can email anytime. Basia Kost, a customer of ours: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see our pages for mortgage brokers, accountants, and law firms, who run similar quote/intake workflows.
Quote faster. Retain longer.
Drop your email and we will show you exactly how Tegrity Connect runs your insurance agency — or book a 20-minute demo with our team.