Orbit is a simple all-in-one CRM for insurance agents, with one AI assistant, Hiro. It drafts fast replies to new quote requests, writes follow-ups for quoted prospects who went quiet, and keeps policyholders warm between renewals. Contacts, tasks, notes, email, and a booking page all live in one place. You approve everything. Free for 250 contacts, no card.
Quotes have a shelf life. The prospect who asked for a rate this morning is comparing three others by lunch, and the agent who replies first usually binds the policy. 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 opens. The work is not hard. It is relentless, and it never stops being manual. Orbit keeps your whole book in one CRM and puts an AI assistant on the follow-up drafting.
Hiro is one assistant inside the app. An insurance desk leans on it to:
Monday: two quote requests hit your form while you are on a claim, and Hiro drafts a reply to each for you to approve. Tuesday: you ask Hiro to draft follow-ups for the old-quote list you tagged last week.
Wednesday: Hiro writes a note to the prospect you quoted two weeks ago, mentioning the better rate that just opened up. Thursday: a check-in to a long-time policyholder goes out after you approve it. Friday: Hiro flags and merges the dead duplicate, so next week's list is honest.
A book of business is just follow-up that never stopped.
An independent agent needs fast replies on new quotes and steady touch on the book. Orbit does both: it keeps your whole book in one CRM, and its AI assistant (Hiro) drafts quote replies, follow-ups for quiet prospects, and policyholder check-ins. Free for 250 contacts.
Yes. Tag a list of old quotes and ask Hiro to draft a follow-up for each, referencing what changed. Every draft waits for you to approve, edit, or dismiss, and nothing sends on its own. Orbit does not make phone calls.
No. Orbit is approval-gated: Hiro drafts and suggests, but every message waits for you to approve, edit, or dismiss. Email is built into Orbit, so each message you send shows on the contact timeline. There is no phone or voice feature.
No. Orbit is the relationship and follow-up layer: contacts, timelines, pipelines, tasks, notes, email, and reminders. Keep your rating and policy tools for what they do best, and use Orbit to make sure the human follow-up never slips.
Yes. The free CRM needs no credit card: 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox (100 sends a month), and a booking page. AI is included on every plan with free monthly credits, and Pro at $14/mo lifts the limits.
Free for 250 contacts, no credit card. Ask Hiro to draft the quote replies and check-ins, and approve each before it sends.
Free forever plan. No credit card. No spam.