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Built for insurance brokers
The best CRM for insurance brokers
Manage and market your insurance brokerage with Ontraport. Save time, grow faster and make a bigger impact.
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Try Ontraport free today
No credit card or commitment required
Built for insurance brokers
The best CRM for insurance brokers
Manage and market your insurance brokerage with Ontraport. Save time, grow faster and make a bigger impact.
settings
arrow_forward
Try Ontraport free today
No credit card or commitment required
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Manage and grow your business from one platform
Ontraport’s all-in-one software includes:
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No credit card or commitment required
What insurance brokers achieve with Ontraport
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Jenny went from $0 to $10,000 in revenue after switching to Ontraport
300+
new leads
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$10,000
revenue growth
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75+
new sales
“I am proud to say that Ontraport has been the best thing to happen to my business.”
Jenny Jones, The Jones Educational Group
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I simply cannot believe how powerful Ontraport is, especially in terms of client relationship management. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.

Matthew J. Watts

Freedom-Preneur Movement & Academy
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I simply cannot believe how powerful Ontraport is, especially in terms of client relationship management. The ability to know each and every touchpoint that clients/prospects have with my business is so important. We would be lost without Ontraport.

Matthew J. Watts

Freedom-Preneur Movement & Academy
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military_techLeader in CRM 2021
military_techLeader in Marketing Automation 2021
We’re here for you every step of the way
Our goal is to make it easy for you to bring your value to the world. Here’s how we do that.
Get a roadmap for success and guided setup
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Chat with us about your goals, and we’ll give you a clear path to achieve them with Ontraport. Then, we’ll get your account set up just right.
Reach super helpful, fast support
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Send us a chat for anything you need, seven days a week. We’ll quickly answer your question and even give you some extra tips.
Join a welcoming community
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Our active Facebook group is filled with Ontraport experts and users ready to collaborate with you and champion your success.
Get a roadmap for success and guided setup
keyboard_arrow_up keyboard_arrow_down
Chat with us about your goals, and we’ll give you a clear path to achieve them with Ontraport. Then, we’ll get your account set up just right.
Reach super helpful, fast support
keyboard_arrow_up keyboard_arrow_down
Send us a chat for anything you need, seven days a week. We’ll quickly answer your question and even give you some extra tips.
Join a welcoming community
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Our active Facebook group is filled with Ontraport experts and users ready to collaborate with you and champion your success.
Remove the guesswork with easy templates
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Access fill-in-the-blank, professionally designed templates for web pages, emails, automated campaigns and more — plus guided tours on how to customize and launch them.
Be empowered with a tailored learning path
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Follow our training videos curated just for businesses like yours. You’ll get the skills you need to confidently use Ontraport to reach your goals.
Remove the guesswork with easy templates
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Access fill-in-the-blank, professionally designed templates for web pages, emails, automated campaigns and more — plus guided tours on how to customize and launch them.
Be empowered with a tailored learning path
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Follow our training videos curated just for businesses like yours. You’ll get the skills you need to confidently use Ontraport to reach your goals.
Want to know exactly how to succeed with Ontraport?
Book a discovery call. If Ontraport is a fit for you, we’ll work together to create a step-by-step roadmap for reaching your goals.
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Book your discovery call
Ready to streamline and grow your insurance brokerage?
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Try Ontraport free today
No credit card, commitment or contracts required
Have questions? Talk with us.
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Book a discovery call
Ready to streamline and grow your insurance brokerage?
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No credit card, commitment or contracts required

Frequently Asked Questions

Is Ontraport the best CRM for insurance brokers?
Yes! All types of insurance brokers thrive with Ontraport. That’s because our software for insurance companies comes with all the core solutions your insurance brokerage needs to power your business and marketing: a complete CRM, marketing automation, pages and forms, payments, membership features for insurance client portals and more — all in one place. When you have one home for your entire business, you save time so you can focus on what matters most: your clients and your passion.

Ontraport comes with several done-for-you insurance broker systems. Whether you want to send out customer feedback surveys, recapture lost sales or simply stay top of mind with your list, our plug-and-play Setup Wizards make it possible to customize and launch your marketing campaigns in minutes.

We know that learning new software can be daunting, which is why we’ve made it easy to get started with Ontraport. When you sign up, we offer you over-the-top helpful support services to make sure you have what you need to grow for the long haul. Our highly rated support team is ready to answer all your questions via chat, email and screen share, and you can quickly learn how to use any feature using our 150+ Ontraport University video courses.
I’m just starting out as an insurance broker — Is it too soon for me to use Ontraport?
If you’re new to the business, Ontraport’s CRM for insurance brokers is the perfect way to get up and running quickly. Our prebuilt marketing, membership and business systems make it easy to get started without hiring an expert. Ontraport will be there as you grow and continue to evolve your business — you won’t have to migrate to other tools or add on integrations.
I’ve been in the insurance business for a long time — Is Ontraport for scaling?
Ontraport is the place to go when you’re ready to take your insurance brokerage to the next level. Whether your growth has stagnated or you’re simply ready to push the gas, Ontraport is the best CRM for insurance brokers who are ready to systemize and scale. You can start with our done-for-you systems or build anything you can dream up with our highly customizable platform.
What if I’m already using other insurance broker software solutions for my business?
Most insurance companies use some other agent and broker software solutions before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one insurance broker system that can handle your growth.

Ontraport integrates with almost everything, so you’ll be able to run Ontraport alongside your existing systems for as long as you need.
What kind of features should I be looking for in insurance broker software?
When shopping for insurance broker software solutions, you’ll want to take your entire business into account — not just the marketing, just the sales or just the client management side of things.

Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following features, at the very least:

- An insurance website builder to share your business with the world online
- A system for capturing leads and sending marketing emails
- A contact management system to keep track of clients and prospects
- A payment processing tool to collect orders and charge credit cards
- A membership site component to launch an insurance client portal

As your business grows, you’ll probably need more sophisticated tools than standalone email marketing or website software. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.
What makes Ontraport the best insurance website builder?
With Ontraport, it’s super easy to create a site that matches your vision and your business’s brand. Simply use one of our insurance broker website templates or, if you’d rather start from scratch, you can use our drag-and-drop editor to customize your pages to look exactly how you want. You’ll also get access to our web form builder, which lets you create fully customizable forms to capture details about your leads and clients.

The best part? All these features live under the same roof as your payment system, CRM, marketing automation and more.
How much does Ontraport cost?
To start, it’s free for 14 days. Then if you decide Ontraport is right for you, you can create a plan that fits your insurance brokerage’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.
What are some ways I can use Ontraport’s marketing automation for insurance brokers in my business?
If you’re looking to get more bookings or improve the overall client experience, here are a few ways you can use Ontraport’s automation software for insurance brokers to do just that:

- Keep clients coming back by offering special promotions based on their past services.
- Expand your offerings with an insurance client portal. Turn your services into a monthly subscription or sell packaged deals to boost your sales.
- Reduce appointment no-shows by automatically confirming appointments and sending reminders so your clients have the chance to reschedule or cancel their bookings.
- Create better client experiences by using feedback surveys to see how you can improve your services.
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