Finally, a CRM that’s easy — and built the way insurance actually works.

Every screen, feature, and flow matches what agents actually do each day: quote, follow up, repeat.

Try Agency Height CRM

$29.99/month
* 14-day trial for $1. Automatically bills unless canceled.

Most CRMs force agents to adapt. This one adapts to insurance.

With Agency Height CRM, you get:

All your leads in one place

No more digging through email threads or old texts.

Follow-ups that actually happen

Automated reminders for quotes, and tasks.

A clear view of your entire book

Prospects, active clients, polices— all on one dashboard.

One tool instead of five

Replace spreadsheets, notes apps, inbox hacks, and sticky notes.

If you can check email, you can run this CRM.

Here’s all you do:

Add leads manually or automatically receive leads from Inbound lead forms
Track every stage without configuring anything
Receive automatic reminders for follow-ups
Stay ahead with early notifications
Keep your day clean, structured, and predictable

Just a CRM that finally makes sense.

Insurance is complicated. Managing it shouldn’t be.

Agency Height CRM gives you clarity, structure, and control — without the overwhelm of generic systems or the mess of spreadsheets. You focus on selling and serving. Your CRM handles everything else.

Get Started