The CRM for insurance agents who never lose a quote to silence
Orbit is a CRM for insurance agents with a 16-agent AI team. Remy answers your line and calls new quote requests back in about 90 seconds, Dex works your old-quote list at a steady pace, Piper revives quoted prospects who went quiet, and June keeps policyholders warm. You approve everything. Free to start.
The insurance agent problem
Quotes have a shelf life. The prospect who asked for a rate this morning is comparing three others by lunch, and the agent who calls first usually binds the policy. You are on the phone with a claim when that window closes.
Then there is the book. Policyholders renew with the agent they remember, and they remember the one who showed up between renewals. Old quotes pile up in a drawer nobody ever dials. The work is not hard. It is relentless, and it never stops being manual.
The agents doing the work
The agents an insurance desk leans on hardest:
- Remy answers inbound calls, recognizes repeat callers, and rings new quote requests back in about 90 seconds.
- Dex works your tagged list of old quotes at a steady pace, capped at 25 calls a day by default.
- Piper calls quoted prospects who went quiet, carrying your brief: the rate that changed, the new option worth a look.
- June drafts personal check-ins for policyholders quiet 30 days or more, never more than one a month per person.
- Sam sweeps weekly for duplicates and undialable numbers, and your do-not-call list is enforced on every calling list.
A week with Orbit as an insurance agent
Monday: two quote requests hit your form while you are handling a claim. Remy calls both back in about 90 seconds and books one review call. Tuesday: Dex steadily works the old-quote list you tagged last week, inside the calling hours you set.
Wednesday: Piper rings the prospect you quoted two weeks ago, with your note about the better rate that just opened up. Thursday: June's check-in to a long-time policyholder goes out after you approve it. Friday: Sam's sweep clears the dead numbers, so next week's list is honest.
Set it up for insurance work
- Pipeline stages: New request, Quoted, Follow-up, Bound, Policyholder.
- Tags by line of business: auto, home, life, commercial.
- Custom fields for renewal month, carrier, and premium.
- A booking page for annual review calls, so clients pick a time themselves.
A book of business is just follow-up that never stopped.
Keep exploring
Frequently asked questions
What CRM should an independent insurance agent use?+
An independent agent needs fast callbacks on new quotes and steady touch on the book. Orbit does both with AI agents: Remy returns quote requests in about 90 seconds, Dex works old-lead lists, and June checks in on quiet policyholders. Free to start.
Can Orbit call my old insurance leads?+
Yes. Tag a list and Dex works it at a steady pace. Voice agents are off by default, call only inside hours you set, respect your do-not-call list, cap at 25 calls a day by default, and disclose the recorded line.
Will callers know they are talking to an AI?+
Orbit's voice agents run on your own number, disclose that the line is recorded, and answer honestly if someone asks whether they are an AI. Every call is logged on the contact with a recording and transcript.
Does Orbit replace my agency management system?+
No. Orbit is the relationship and follow-up layer: contacts, timelines, pipelines, calls, and reminders. Keep your rating and policy tools for what they do best.
Is Orbit free for insurance agents?+
Yes. The free plan is free forever with no credit card: all 16 agents using your own AI key, unlimited contacts, one pipeline, a booking page, forms, and 10 invoices. Pro and Team plans come later and lift limits.
Stop losing quotes to faster phones
Free to start, no credit card. Voice stays off until you turn it on, and every call runs on your own number.
Free forever plan. No credit card. No spam.