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Built for Insurance Professionals

AI Powered CRM

Insurance CRM for Agents & Brokers

Keep customers, policies, renewals, leads, quotes, and commissions in one CRM. Message customers when you need to.

Cloud-Based
Secure & Reliable
Cancel Anytime
Insurance agent using GrowEzy CRM with customers, renewals, leads, messaging, and commissions connected in one workspace
24/7 AI Automation
Instant Messaging
Smart CRM Dashboard
Easy Setup
See GrowEzy in Action

See GrowEzy in one simple view

GrowEzy Insurance CRM dashboard preview
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What you get

Customers & Renewals

Keep every customer, policy, and renewal date in one place so nothing slips through.

Leads, Quotes & Claims

Convert leads into quotes, follow up on pipelines, and track claims without leaving the CRM.

Messaging

Send renewal reminders, quotes, and follow-ups from the CRM using Messaging.

Commissions & Reports

Track commissions, team performance, and business reports built for insurance agencies.

Insurance CRM for Agents & Brokers

Send reminders and updates with Messaging

Use Whatsapp, Email & SMS to send renewal reminders, quotes, and follow-ups without leaving GrowEzy.

  • Renewals, quotes & reminders

    Notify customers about due policies, quotes, and follow-ups without juggling spreadsheets.

  • Campaigns with clear next steps

    Add buttons so customers can renew, request a quote, or talk to your team in one tap.

  • Schedule messages

    Plan renewal and campaign messages in advance and send them on the channel that fits each customer.

Start for FREE
GrowEzy Messaging for insurance CRM

Start your insurance CRM
in 10 Minutes

No coding. Add your customers and start working.

1. Sign Up & Set Up

Create your account and set up your insurance CRM in a few clicks.

2. Import customers & policies

Bring in your book, set renewal reminders, and start working leads and quotes.

3. Connect your channels

Turn on Messaging so reminders can go out from one place.

4. Track & grow

Watch commissions, renewals, and campaign results from one dashboard.

Four-step GrowEzy setup flow: sign up, import policies, connect Messaging, and track growth
100% Secure

Enterprise Grade Security

Official API

Messaging

24/7 Support

We're here to help

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Ready to grow your insurance business?

Join GrowEzy to manage your insurance book in one CRM.

Start 14-Day Free Trial
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Frequently Asked Questions

What is GrowEzy?

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GrowEzy is insurance CRM for agents and brokers. You keep customers, policies, renewals, leads, quotes, and commissions in one place.

What is Messaging?

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Messaging is how you send reminders and updates from GrowEzy. It includes WhatsApp, SMS, and Email.

Is there a free trial?

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Yes. You can start with a 14-day free trial, then pick a plan when you are ready.

How do I get help?

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Call, email, or use the Contact page. Our team will help you set up and use GrowEzy.