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InsureForce CRM

A Data-Driven Business Automation Sales System

InsureForce is a CRM designed for growing your insurance agency’s annual net profit. With InsureForce you can automate a six to nine-touch sales sequence with emails, texts, ringless voicemail, and calendar appointment integration.

We're improving retention rates for agencies across the country by automating renewal appointments and so much more.

The first step? Meet with our team to learn how we can  

strategically grow your business.

Book A FREE Consultation

InsureForce Plans and Pricing

Each InsureForce project lasts four months while we create your custom Salesforce platform, analyze your data, onboard, and train your team.

$
2,297

Essentials

Project includes InsureForce Salesforce platform creation. Business intelligence analysis and client training.




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Popular
$
3,097

Platform

Project includes InsureForce Salesforce platform creation. Business intelligence analysis, consultation, and training. Custom short and long quote form creation and sync.
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$
3,497

Professional

Project includes InsureForce Salesforce platform creation. Business intelligence analysis, consultation, and training. Custom short and long quote form creation and sync. Custom Salesforce app for smart devices.
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Additional InsureForce Products & Ongoing Administration

Email, Text, and Ringless Voicemail Automation

This add-on platform, called SMS360, InsureForce service includes personalized texts, email, ringless voice mail, link tracking, and the ability for custom start/stop automation based on prospect and customer engagement.

  • Improve retention by automating renewal appointments.
  • Automate your recapture communications to Get-Backs and Missed Quotes.
  • Grow personal & business product lines

$1,557/yr + $249/mo for 1,000 Credits

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Ongoing System Administration & Development

Monthly ongoing system administration and development. Following the custom InsureForce setup project, our team provides ongoing support, consultation, strategy, and development to automate sales communications, appointment setting, marketing, and administration.

  • Most agencies start with automating renewal appointments in the build-out of your project and then move to recapture past customers and missed quotes before streamlining your net new acquisition.

$1,997/mo

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SMS360 Phone Number(s)

When you have SMS360 integrated into your InsureForce, you need at least one designated SMS360 Phone Number that is assigned to a single user or shared amongst multiple users. You may want multiple phone numbers if your agency has offices in more than one area code, or you want to segment your campaigns by producer or customize automation by user.

  • Price per phone number, annually.

$377/yr

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SMS360 User Licenses

When you have SMS360 integrated into your InsureForce you need one SMS360 User License per Salesforce CRM Platform License. This allows each Producer to have emails, plain texts, texts with links, and ringless voicemails sent manually and automatically from those users' specific email addresses and have the returned texts and call-backs reach those Producers directly.

  • Price per user, annually.

$377/yr

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Prorated Salesforce CRM Licenses

Once your InsureForce, built on the Salesforce CRM platform, is launched, you must purchase a Salesforce CRM License for each user.

  • The licenses are prorated from the month you purchase them through December of the same year. In January of the following year, you are charged for the full annual cost of those licenses.

$59/mo per user

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Annual Salesforce CRM Licenses

Annual license for Salesforce CRM platform, essential for using your customized InsureForce. Two months before your renewal date, we'll schedule a consultation to assess and adjust the quantity of annual licenses required for your upcoming year.

  • Price per user, annually.

$708/yr

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Watch the InsureForce Demo

See a 3-minute demo of how InsureForce helps with annual renewals and other sales activities! 

 

Why choose InsureForce?

With InsureForce You Can…

   Automate personalized emails, texts, and ringless voicemail communications
   Access your sales activity, pipeline, and closed revenue reporting and dashboards from every device
   Automate renewal reminders, cross-selling and up-selling communications
   Utilize a pre-built and proven renewal system
   Access 24/7 database management, Salesforce CRM system administrators, and ongoing technology stack support
   Grow 4x faster as you increase net-new business, renew and grow existing customers, and recapture past customers and missed opportunities
Case Studies Art
AMG's Case Studies

Want to see InsureForce in action?

Trevor Randall's agency is producing hundreds more quotes to qualified prospects each month with InsureForce and support from The AMG Team.

Join the award-winning agencies who partner with us for strategic growth.

Trevor Randall Headshot

Agency Owner

Trevor Randall

I own a business that is unrelated to my Farmers Insurance agency that has 800-1,000 local customers walking in the doors every month and The AMG Team innovated a Salesforce CRM that automated communications which turned every one of them into a prospect for my agency to quote their insurance!

Scott Streller

Agency Owner

Scott Streller

Through our partnership with The AMG team, we were able to increase our monthly net-new revenue by more than $50,000 within 6 months of working with them. And their targeting brings in larger clients that typically have a minimum of two policies - so these folks should be with us a long time!

David Sewell

Agency Owner

David Sewell

The AMG Team's InsureForce product has transformed the way our agency manages renewals, up-selling, cross-selling, and even getting new business in a really tough market. My agency has been able to automate communications in a way that is still very personalized to our customers and true to who we are as an agency.

Work With Us

Maximize your agency growth.
Increase efficiency.
Sell more insurance. 

Leading insurance agency owners across the nation trust The AMG Team to develop and execute a data-driven Strategic Growth Plan.