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Clients rarely leave because of price alone. More often, they leave because nobody called them back.
SalesPeep is an insurance CRM you can shape around your lines of business and your sales steps. These are the areas agencies tend to use most.
Set up stages like enquiry, quote sent, negotiation and bound, then move each opportunity across a Kanban board. Your team always knows which quotes need a nudge.
Add tasks and smart reminders well ahead of renewal dates so no policy lapses quietly. Automated email sequences can check in with clients and stop on their own once the client replies.
Contacts and companies carry their full history of calls, emails, meetings and notes. If a producer is away, a colleague can step in without asking the client to repeat themselves.
Retention is often the easiest growth an agency has. When renewals, cross-sell ideas and claim updates are tracked in one place, clients notice the difference. SalesPeep keeps those touchpoints from slipping.
Built for the insurance industry, SalesPeep helps teams reduce manual work, improve responsiveness, and deliver a more consistent customer experience from first inquiry to renewal.
It helps agencies track quotes, renewals, cross-sell chances and claim follow-ups in one shared system. You set up the stages and statuses to match how your agency already works.
No. SalesPeep focuses on sales, client relationships and follow-up. Many agencies use it alongside the tools they already have for policy recordsNo. SalesPeep focuses on sales, client relationships and follow-up. Many agencies use it alongside the tools they already have for policy records.
You can create tasks and reminders tied to each client, timed ahead of the renewal date. Email sequences can also send a series of check-ins that stop as soon as the client replies.
Yes. Owner, admin and read-only roles are available, and you can create custom roles. Each agency's data is kept in its own separate, isolated workspace, and activity logs record important changes.
SalesPeep syncs with Gmail and Outlook and has a Gmail Chrome extension. If you need something else, get in touch and we'll talk through your options honestly.
Most agencies begin by adding users, lead sources and a simple pipeline, then build from there. Setup time depends on how much existing data you bring in, and our team is happy to help.
You can share files through secure links that expire on a date you choose. SalesPeep logs each time the link is accessed.
Yes. The 14-day free trial includes full access to all features, and you don't need a credit card to start.
