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Built for Insurance Professionals

AI Powered CRM

Turn every customer
and renewal into
A Faster Path to Revenue.

GrowEzy keeps customers, policies, renewals, leads, quotes, and commissions in one CRM.
  • Customers, policies & renewals in one CRM
  • Messaging for reminders and follow-ups
  • AI assistant that answers instantly
  • Simple reports for your team
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Built for insurance agents and brokers.
GrowEzy insurance CRM workspace with leads, renewal campaigns, team inbox, and analytics
ONE CRM FOR YOUR AGENCY

Everything you need to run Insurance CRM

Everything your agency needs — customers, renewals, leads, team, Messaging, and reports — explained simply, in one CRM.

Customers & Policies
Keep every customer, policy, and document in one place — no more spreadsheets. Your whole team sees the same book when they follow up.
Renewals
See what is due, import renewal notices, and follow up before policies lapse. Send reminders from Messaging when dates are near.
Leads & Quotes
Capture enquiries, send quotes, and track prospects through your pipeline. Follow up without switching to another tool.
Messaging
Send WhatsApp, SMS, and Email reminders from one place — and see who replied. Schedule messages ahead of time for renewals and campaigns.
Commissions
Track commission rules and payouts so your agency knows what was earned. View reports by agent, product, or period.
Analytics & Reports
Simple reports on renewals, messages, and how your team is performing. See what needs attention at a glance.
AI Policy Extraction
Upload a policy PDF — AI fills in customer and policy details for you to review. Save time on manual data entry.
AI Assistant
Answers common questions for your team and passes the chat to a person when needed. Available on Growth and Pro plans.
Team Members
Add agents and staff to your workspace and control who can access what. Everyone works from the same customer records.
Tasks & Reminders
Create tasks and reminders so renewals, follow-ups, and callbacks are not missed. Assign work across your team.
Cloud-Based Security
Your CRM data stays safe in the cloud — secure access for your agency. Role-based access keeps customer data protected.
Personalized Video
Send personalized videos to customers from campaigns — each message can use their name and details. Reach customers in a more personal way.
Cloud-Based
Secure storage for your agency data
Team workspaces
Add members and work together
Task reminders
Follow-ups stay on your radar
Human support
We help you when you need it
Insurance CRM
One CRM for your customers, renewals, and follow-ups.
Start Free Trial Explore all features
See It In Action

Let's take you through a
Power Packed Demo

See how GrowEzy can help you manage conversations, automate workflows and grow your business on WhatsApp — all in one platform.

Live Product Tour

See key features in action

In Just 5 Minutes

Understand the full power

Real Use Cases

From leads to loyal customers

GrowEzy insurance CRM dashboard preview
⚡ AI POWERED SUPPORT

AI assistant
Answers common questions.
Hands off to your team.

AI can answer common customer questions any time, then pass the chat to your team.

Instant Responses

Answer FAQs and customer queries instantly with AI.

Smart Handoff

Pass the chat to your team when a person should reply.

Knowledge Driven

Train AI with your docs, FAQs, and business data.

Always Learning

Gets better as your team uses it.

GrowEzy AI assistant answering a motor policy renewal, with knowledge base and agent handoff

Frequently Asked Questions

What can I do in GrowEzy? +

Keep customers and policies, track renewals, manage leads and quotes, send Messaging, and see simple reports.

What is Messaging? +

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

Can my team work together? +

Yes. Your team can share one inbox, assign chats, and see the same customer details.

Does GrowEzy have AI? +

Yes. An AI assistant can answer common questions and pass the chat to your team when needed.