CRM + AI for independent insurance agencies
Every quote answered.
Every renewal on time.
SMBIZ answers quote requests in minutes, follows up until they bind, and sends renewal and cross-sell reminders on schedule, so your book grows without adding staff.
24/7Calls and quote requests answered
1 inboxCalls, texts, web forms and DMs
Every policyGets a renewal reminder
Every clientGets a review request
From quote to renewal
One pipeline for the life of every policy.
Tap a stage to see what SMBIZ does there, automatically.
Answered in minutes, day or night
Web forms, calls and texts land in one inbox and get a reply right away. After hours, the AI receptionist takes the details and books a quote review.
Inbox: Pro & Premium · AI receptionist: PremiumNew quote request
LinesHome + auto
SourceWebsite form, 8:52 pm
Reply sent · quote review booked
Followed up until they bind or decline
Open quotes get a sequence of texts and emails on a schedule you set, so no prospect goes cold because the office got busy.
Professional & PremiumFollow-up sequence
Day 1Quote sent
Day 3Text: any questions?
Day 7Email: options recap
Stops when they reply
Every client and policy in one place
Bound policies move through your pipeline with the full conversation history, so anyone on your team can pick up where the last person left off.
Professional & PremiumPipeline
QuotedFollowing up
BoundWelcome message sent
Moved to Bound
Renewals that never sneak up on you
Reminders go out before every term ends, to the client and to your team, so you can re-shop or review coverage before they shop elsewhere.
Professional & PremiumRenewal reminder
PolicyHome
Sent60 days before term
Coverage review booked
Cross-sell on a schedule, not on memory
Clients with one line get a timely check-in about the lines they don't have yet, like home for auto clients or life after a new home.
Professional & PremiumCross-sell check-in
HasAuto
MissingHome, umbrella
Check-in scheduled
Reviews and referrals, requested for you
New clients get a review request automatically, so the next person comparing agencies sees one others already trust.
PremiumAfter a new policy
★★★★★
Review request sent
Agency case study
DLG Insurance Agency
An independent agency serving families and small businesses in the Katy area. SMBIZ built DLG's agency website.
- A page for each line of coverage, from auto to flood
- A carrier contact directory for existing clients
- Staff directory and contact pages for the whole team
AI receptionist, live now
The after-hours quote call, handled.
Shoppers call the next agency on the list if nobody picks up. Ours answers in your agency's name, takes the coverage details and books the call with an agent.
Call the live demo(866) 940-7227Try asking for an auto quote.
Your BusinessYour AgencyYour Practice · AI receptionist
Thanks for calling. How can I help?
- Answered
- Need captured
- Booked
- Transcript sent
Illustration. Call the demo line to hear the real thing.
The platform
Built for how agencies sell.
Everything below runs in one system. Your agency management system stays your policy record.
Ask what fits your agency- Premium
AI voice receptionist
Answers quote calls after hours and when lines are busy.
- Pro & Premium
Quote pipeline
See every prospect by stage, from request to bound.
- Pro & Premium
Follow-ups, renewals & cross-sell
Sequences run on schedule until someone replies.
- Pro & Premium
One client inbox
Calls, texts, web forms and social messages together.
- Pro & Premium
Online booking
Prospects book their own quote review with an agent.
- Premium
AI chat on your website
Answers coverage questions and captures the quote request.
- Premium
Review requests
Sent after every new policy, automatically.
- Every plan
An agency website
A page for every line you write, with quote forms built in.
Plans for agencies
Pick the stage your agency is at.
No long-term contract. Several agents or offices? Get a free quote.
$497/mo
Get PremiumQuestions
What agency owners ask first.
Track every quote in a pipeline, follow up automatically until a prospect binds or declines, send renewal and cross-sell reminders, and keep calls and texts in one inbox. SMBIZ does all four, and Premium adds an AI receptionist for after-hours calls.
No. Your agency management system stays your policy record. SMBIZ handles the conversations around it: quote requests, follow-ups, renewals, cross-sell, reviews and booking. Tell us what you use and we'll confirm how they work together.
Renewal reminders go out on a schedule before each term ends, to the client and to your team, so you can review coverage before they shop elsewhere.
Yes. Clients with one line can get scheduled check-ins about the lines they don't have yet, such as home for auto clients.
It answers in your agency's name, takes the caller's coverage details and books a call with an agent. It doesn't quote or bind; licensed agents on your team do that.
Yes. Every form we build asks for consent, and opt-outs are honored automatically. You decide who gets contacted and when.
Founders Club is $97 a month for a new agency website with an AI assistant. Professional is $297 and Premium is $497, which adds the AI receptionist and automated review requests.
Professional and Premium have no long-term contract, and our team sets everything up for you.
No. We set everything up around your lines, carriers and wording, and you approve it before it goes live.
Free quote
Get a plan and a price for your agency.
Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.
- The plan or custom build that fits
- Your monthly price and setup cost, in writing
- What we'll connect it to
- Your go-live timeline
- Call(281) 800-5664
- Email[email protected]
Get your free quote
Step 1 of 2 · Takes about a minute.
A few details
Step 2 of 2 · So your recommendation fits.
Please don't include any patient information in this form.
Please complete the fields marked in red.
Thanks, there.
We'll send your quote to your inbox within one business day.
Want it faster? Call us on (281) 800-5664.