AI CRM for Insurance Brokers & Sales Teams
Score leads from your meeting notes. Track policy renewals automatically. Never lose a client to a missed follow-up again.
The Problem Every Insurance Broker Knows
Insurance sales is a relationship business. Every day, you are juggling new prospects who need quotes, existing clients approaching renewal dates, and referrals that came through informal conversations. The challenge is not finding leads. It is keeping track of where each one stands, what was discussed, and when to follow up next.
Most brokers rely on spreadsheets, calendar reminders, and memory. A client mentions they want to add critical illness cover during a renewal call. You make a mental note. Two weeks later, you have forgotten the detail entirely. That is a lost cross-sell opportunity, and it happens every week.
Reachly solves this by turning your notes into intelligence. Write what happened in a meeting, and the AI reads it, scores the lead, and tells you exactly what to do next.
How Notes Intelligence Works for Insurance
After a client meeting, you open Reachly and type your notes: "Met Ahmed — motor policy renewing August 15, wants to compare three insurers, also asked about family medical cover for 4 members." The AI instantly parses this. It scores Ahmed as a hot lead because there is a concrete renewal date and clear buying intent for an additional product.
It suggests a follow-up date. It flags the cross-sell opportunity. The next time you open Ahmed's profile, you see the full context without digging through message histories or notebooks. For teams in the UAE or GCC working in Arabic and English, Reachly handles bilingual notes natively, so nothing gets lost in translation.
Over time, the AI learns which patterns in your notes correlate with closed deals. Clients who mention specific coverage needs, provide timelines, or refer other people consistently score higher, helping you focus your energy where it matters most.
Pipeline Stages Built for Insurance Workflows
Reachly gives you a 7-stage pipeline that maps naturally to how insurance sales actually works. From New Lead through Contacted, Qualified, Proposal, and Nurture to Won or Lost, each stage reflects a real step in the insurance sales cycle. Use the Nurture stage specifically for renewal tracking: park clients there with their renewal date noted, and Reachly surfaces them at the right time.
Whether you are managing motor renewals, onboarding a corporate medical group, or following up on a life insurance inquiry, every lead has a clear position in your pipeline with full context attached.
What You Get with Reachly
- ✓AI lead scoring from your meeting notes and call summaries
- ✓7-stage visual pipeline customised for insurance workflows
- ✓Renewal date tracking with automated follow-up suggestions
- ✓Bilingual support — Arabic and English in one workspace
- ✓AI-generated follow-up messages ready to send
- ✓Cross-sell detection: AI flags upsell opportunities in your notes
- ✓Team dashboards for managers to see pipeline across all reps
- ✓WhatsApp message integration for quick client outreach
Pricing That Works for Independent Brokers and Teams
Reachly starts at $19/mo for solo brokers on the Solo plan. Growing agencies with up to 3 users can use the Growth plan at $49/mo. Larger teams of up to 10 reps get the Team plan at $99/mo. Enterprise agencies with up to 25 users can contact us for the Business plan at $199/mo. Every plan includes AI lead scoring and pipeline management. 7-day free trial, no credit card required.