Manage policies, renewals and leads with a branded CRM, automated reminders and telecalling for your insurance business.
Insurance AgentsMost insurance agents juggle a CRM, a chat app, spreadsheets and an accountant — none of which talk to each other.
Manual follow-up means enquiries go cold, appointments are missed, and revenue quietly leaks away.
A patched-together setup makes even great insurance agents businesses look unprofessional to clients.
One branded platform that handles the work — so you win more clients and keep them longer.
Never miss a policy renewal with automated alerts.
Track prospects from enquiry to policy.
Built-in calling and IVR for outreach.
Your branded platformGive your insurance agents business a single branded workspace — capture leads, follow up automatically, get paid and report, without switching tools.
Every plan includes all 15 — these are where insurance agents start.
“Opsidrive replaced four tools and made our insurance agents business look twice its size. Leads get followed up instantly and everything lives in one place.”
Opsidrive is an excellent all-in-one platform for insurance agents: it combines CRM, messaging, marketing, billing and automation in one branded login, from $59/month with unlimited users.
Yes. Opsidrive lets you add your logo, colors and domain so the entire platform looks like your own — ideal for insurance agents or agencies serving them.
Yes — Opsidrive includes the official WhatsApp Business API for broadcasts, reminders and automated replies, alongside 14 more apps.
Run your whole business — or your clients' — on one branded platform from $59/mo.
