Enhance Your Customer Relationships with Data Driven Accuracy Every Time
Our AI-powered software helps insurance agencies build stronger, more personalized connections with clients. Streamline your processes, improve customer interactions, and drive growth—effortlessly.
Constantly Improving
Designed for the Elite
Our Process
A Clear Path to Streamlined Success for Agents
Understand
We begin by thoroughly understanding your business goals, challenges, and then if determined that our solution is a good fit, we walk you through getting started from sign up to onboarding and beyond.
Implement
Next, we begin to bring your CRM account and AI to life. Our team ensures a smooth and efficient setup, including migrating data from existing systems.
Optimize
The journey doesn't end after launch. Our team is continuously monitoring performance, gathering insights, and refining our systems to ensure it evolves towards your needs and keeps up with the advances in technology. Our ongoing support ensures best chance of success.
Explore Features
Empower Your Agency
with Smart CRM Solutions
Sales Pipeline Management
Track, manage, and optimize your sales processes with real-time data and clear visibility into how well leads convert into a sale, with analytics to identify which stages in the process need to improve.
Improved Conversions
Customer Engagement Tools
Automate follow-ups, segment contacts, and deliver personalized experiences that build lasting customer relationships—all in one platform.
Powerful Automations
Analytics & Reporting
Use Inscendo IQ AI to make more informed decisions with intuitive dashboards, performance metrics, and custom reports that help you identify growth opportunities.
Extraordinary UX
Manage Relationships Where Smart Technology Meets Proven Results.
Our Mission
Literally Chat With Your CRM Data
We provide fully customizable experiences that align with your agency goals, team assignments, and client journey—we primarily are a best match for established agencies with a budget for premium technology.
Enhance your agency’s efficiency with tools that combine functionality and finesse. From AI-powered lead tracking to personalized communication, our CRM delivers precision without sacrificing style.
Custom Reporting Created in Seconds
Need to segment your customer lists? Find which of your customers have a home policy, but not an auto policy. The possibilities are endless!
Increase Your Revenue Quick
Learn how one of the largest Farmers agencies in the country with a team of 20 generates month-over-month premium using Inscendo's CRM with a proprietary Inscendo IQ AI technology.
Provide Your Team a Solution
Using Smart Lists, a robust opportunity pipeline paired with automations that help influence engagement with leads and help manage clients. CSR's & producers rejoice as they make more money. Retain & Grow!
Powerful Analysis
Make informed decisions with real-time analytics
You own your CRM data in a HIPAA-compliant environment, stored in your agency's exclusive database in a secure cloud infrastructure. The best part is that it's real-time! Any change in your CRM's underlying data immediately gets synced into your cloud database. We are a CRM does not hold your data hostage. Gain direct access to your own agency's CRM database.
⇨ Custom Compensation Plan Calculator for Producers in Real-Time
⇨ Simplify Complex Data With Intuitive Tools Designed For Growth
⇨ Generate Detailed Reports To Share Insights & Progress with Your Team
Your success
Always Within Reach to Support Your Growth
#1
Communication Management
Seamlessly handle customer conversations with smart email inbox integration, automated responses, and centralized conversations per contact for calls, emails, and SMS.
#2
Customer Tracking
Monitor interactions, update profiles, and gain insights into behavior patterns to better nurture client relationships.
#3
Advanced Reporting
Access detailed analytics and performance dashboards to drive smarter decisions and scale your business with confidence.
Our Partners AND Investors
Pricing Plans
Our Team Provides Training for Your Agency
The Inscendo CRM Suite
Scalable & Efficient
Users: Up to 7 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$499
Per Month
One-Time System Creation & Onboarding Fee of $999
The Annual Suite Savings
Scalable & Efficient
Users: Up to 7 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$4,999
Per Year - SAVE $998 a Year
BONUS OFFER: ONE-TIME BUILD FEE WAIVED
The Inscendo CRM Suite
Scalable & Efficient
Users: Up to 10 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$499
Per Month
One-Time System Creation & Onboarding Fee of $999
Want to book a demo?
Schedule a Zoom Call
During this call, our trained liaison will discuss your current tech stack, your desired outcomes, how Inscendo IQ is helping agents scale through technology, and what the next steps would be if you wish to get started.
Typical call lasts about 30-60 minutes
Calls are recorded for your reference later
Our team will help you get signed up
FAQS
Frequently Asked Questions
Can I integrate your CRM with other tools I’m already using?
Yes, our CRM supports seamless integration with popular tools like email marketing platforms, calendars, accounting software, and third-party APIs.
Is your CRM suitable for small businesses?
Definitely. Our flexible plans and scalable features make it a perfect fit for startups, small businesses, and growing enterprises alike.
Do you offer a mobile app?
Yes, our CRM comes with a fully functional mobile app for iOS and Android, so you can manage your business on the go.
Is training or onboarding support provided?
Yes, with an onboarding call and follow-up communications, we can show you how to effectively get the most out of our software.
What features does your platform offer?
Our platform includes real-time dashboards, client interaction tracking, automated workflows, task scheduling, appointments booking, and advanced analytics tools.
How do I get started with your service?
Simply sign up through our website, choose your plan, and follow the setup guide. Our onboarding team will schedule a Zoom call with you to assist you with onboarding and show you how to make the most of our tools.
Is my data secure on your platform?
Absolutely. We use end-to-end encryption, regular security audits, and secure cloud storage to ensure your data is always protected.
How can I contact customer support?
You can reach our support team via live chat, email, or by submitting a ticket through your CRM dashboard. We’re available 24/7 to assist you.
We understand the importance of protecting your data and privacy in today’s digital age.
We understand the importance of protecting your data and privacy in today’s digital age which is why we come from a team of developers.
Unlock the true potential of insurance with us—Your partner in growth and scalability.
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