PipelineHQThe CRM built for insurance agencies looking to grow!
Manage your pipeline, automate follow-ups, and grow referral partners — without weeks of setup or a consultant. Ready to use on day one.
See plans & pricingEverything an agency needs, out of the box
Drag-and-drop pipelines
Track every prospect from first contact to closed deal across personal and commercial lines.
Automated follow-ups*
Timed email and SMS sequences fire when a prospect enters a stage — with quiet hours, tag rules, and Spanish support.
Referral partner tracking
Recruit mortgage brokers and realtors, and turn partner relationships into a steady stream of leads.
Public intake forms
Shareable quote request forms capture the details you need and drop them straight into your pipeline.
Simple pricing, start today
Pay securely, get an invite email, and set your password in minutes.
Standard
For insurance agencies to use as is
- Up to 5 users
- Up to 500 contacts
- Basic automation
- Email support
Deluxe
For insurance agencies that want customization and enhanced support services
- Up to 10 users
- Unlimited contacts
- Advanced automation
- Priority support
Elite
For agencies that want unlimited seats with a guided, hands-on setup
- Unlimited users
- Everything in Deluxe
- Free 1-on-1 setup call with a licensed producer
Custom/Non-Insurance
Perfect for sales professionals outside of the insurance industry
Plus a $500 one-time setup fee, charged today
- Unlimited Seats
- Custom layout
- Set up call included
- Priority support
- Made to fit your needs
* Email & SMS follow-up automations require your own email and phone plan that supports integration (such as Gmail or Quo). Those services may be at additional cost to you.
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