CRM for insurance agents
Stop losing insurance leads to the agent who called first.
Internet leads go cold in under 5 minutes. EchoClose fires a personalized SMS and email the moment a form is submitted, before your competition even sees the notification.
100×
More likely to connect if you call within 5 minutes
<60s
EchoClose auto-response time after form submission
72%
Increase in lead engagement with instant follow-up
3 tiers
Rep → Admin → Corporate visibility, automatic
A day with EchoClose
What a insurance team's Tuesday looks like
8am
RepRep starts the day with leads already waiting
An agent logs into EchoClose and sees 4 new Facebook leads from their own ad campaign, captured overnight and already auto-responded to with a personalized SMS and email.
8:01
EchoCloseAuto-response fires in under 60 seconds
The moment each lead submits a form, EchoClose triggers the rep's own SMS template and follow-up email via AWS SES: no manager involvement, no tech ticket.
9am
RepRep replies from one inbox
Two leads reply. The agent handles both from the EchoClose inbox: SMS, email, and Facebook Messenger all in one thread. No app-switching.
10am
AdminTeam lead checks pipeline
The team admin sees all 6 of their agents' pipelines at a glance: who has new leads, who's in follow-up, and which leads are going cold. No status calls needed.
2pm
RepRep schedules a quote appointment
Agent books a follow-up call directly in EchoClose. An automated reminder goes to the lead 24 hours before, reducing no-shows without any manual work.
5pm
CorporateCorporate reviews the day
The corporate account sees every lead across every team and every region, without being copied on every email. The hierarchy does the visibility work automatically.
Built for teams where every rep owns their own leads
- Reps connect their own Facebook, Google, and TikTok ad accounts
- The first text goes out in under a minute, from the rep's own number
- Leads flow up to managers and corporate automatically
- SMS, email, and Messenger replies land in one inbox
FAQ
Common questions from insurance teams
Does EchoClose work for independent insurance agents?
Yes. Independent agents connect their own Facebook and Google ad accounts via OAuth. Their leads go directly into their pipeline: no shared login, no IT setup. Agency managers see all agents' pipelines through the hierarchy automatically.
How fast does EchoClose respond to new insurance leads?
Under 60 seconds. The moment a lead submits a form on your Facebook ad or Google campaign, EchoClose fires a personalized SMS and email from your own number and domain, before most agents even check their phone.
Can I track my whole insurance agency from one account?
Yes. EchoClose has three tiers: Rep (agent), Admin (team lead or agency owner), and Corporate (multi-agency visibility). Leads flow up automatically, so you see every agent's pipeline without any manual reporting.
What lead sources does EchoClose support for insurance?
Facebook Ads (with instant lead form capture via Graph API), Google Ads (with Customer Match and lead form sync), and TikTok Business Ads. Each agent connects their own account, with no shared credentials.
Does EchoClose replace my current CRM?
For teams of independent agents who run their own lead sources, yes. EchoClose is purpose-built for this model. Top-down CRMs like Salesforce assume leads are distributed from the top, which doesn't fit how most insurance agencies actually work.
Get started
You just watched it work
Start the 15-day trial, connect a lead source, and let the first text go out today. If you booked a meeting above, we will walk you through it live instead.
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