Start with sales. Start with service. Or go all in with the full agency management build. Each one is a complete Insure AMS implementation on HubSpot — configured for insurance from day one, delivered by our team, not handed off as a template to figure out yourself.
Every solution is a complete Insure AMS build: HubSpot configured for insurance, your workflows built in, your team trained, your process documented. Not a template. Not a license key. The actual platform, standing up inside your agency, run by our team until yours is ready to own it.
Every solution gets delivered the same way: you buy HubSpot, we build your insurance solution on it, we optimize it to your processes, we train your team, we support you. Software-with-a-service (SWAS). You're not buying a SaaS license and a PDF guide.
Solution 01
New Business Sales on HubSpot.
For agencies that want a modern CRM and sales engine, without rebuilding the AMS underneath.
HubSpot Sales Hub, built for the way independent insurance agencies actually sell. Personal and commercial sales workflows, lead intake, pipeline visibility, producer routing. A real CRM for new business, configured for insurance from day one.
HubSpot Sales Hub implementation
Personal insurance sales build
Commercial insurance sales build
Producer training & support
60 days or less from kickoff to live.
For agencies who say:
"We want a modern sales engine. The AMS can wait."
For agencies that want to fix service first: ticketing, communication, account management.
HubSpot Service Hub, built for the way independent insurance agencies actually serve. Personal and commercial service workflows, ticket triage, account-manager visibility, AI-assisted response. A real service platform, configured for insurance from day one.
For agencies augmenting their legacy AMS with the full Insure AMS stack.
Sales, service, and renewals on one platform. PowerSync connects your legacy AMS to HubSpot so policy data stays in sync while your team works in a modern CRM. The retention engine runs across your entire book.
Every Insure AMS solution follows the same three-act arc. We start hands-on inside your agency. We train as we go — not in a classroom, but in the actual workflows your team runs. We step back when your team is ready. The goal is an agency that owns the platform, not one that depends on us to run it.
ACT 01
Build & configure.
We start by understanding how your agency works — your sales process, your service workflow, your renewal cycle. Then we build HubSpot to match it. Not a template. Not a demo environment. The actual platform, configured for your shop.
Days 1–60
ACT 02
Optimize & train.
We train as we go — not in a classroom, but in the actual workflows your producers, CSRs, and account managers use every day. We optimize as we learn what your team needs. Most agencies run with confidence within the first 90 days.
Days 60–120
ACT 03
Hand off & support.
When your team is ready to run it themselves, we step back. We don't disappear — ongoing support is part of every engagement. The goal is an agency that owns the platform, not one that depends on us to run it.
Month 4+
Five payback mechanisms
Most agencies recoup the cost through any one of these alone.
Pick the mechanism that fits your book best. The working session runs the math on your specific numbers — not a generic model.
01 · Labor
10–20%
Service staff reduction
Or grow the same headcount into double the book. +43% more tickets closed. +34% agent productivity. (HubSpot Service Hub ROI Report)
02 · Retention
90%+
Client retention across the book
A two-point lift on a $5M agency is worth more than the platform costs in year one. The retention engine runs on every account, every cycle.
03 · Valuation
8–10×
EBITDA multiple at exit
vs. 6–7× for a legacy-run agency. Higher retention plus lower service-cost ratio plus documented operating system.
04 · Producers
2–3×
Producer productivity per head
+36% more deals closed in 12 months on HubSpot's CRM-native sales infrastructure. (HubSpot ROI Report)
05 · Commercial
1×
Mid-market commercial to recoup the year
For personal-lines agencies, one mid-market commercial placement can pay for the platform for a year.
30 minutes. No deck.
Bring your data. We'll show you the math.
A working session, not a demo. Pull up your retention rate, your service headcount, and your average commission per producer. We'll walk through what the platform would do for your specific book and run the payback math live.