Track policies, renewals, and claims from one dashboard
Manage policyholders, automate renewal reminders, track new business pipelines, and segment clients by coverage type.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Policy renewal dates tracked in spreadsheets that go stale and lead to lapsed policies
No single view of a client across all their policies (auto, home, life, commercial)
Cross-sell opportunities are invisible because client data is siloed by line of business
Carrier portals do not track the agent-client relationship, just the policy data
New business prospecting falls behind when the book of renewals is demanding attention
What you can do with Laureo
Real workflows for Insurance, built into Laureo.
Renewal pipeline management
Track every policy renewal on a pipeline board. See which policies are up for renewal this month, next month, and next quarter.
Automated renewal reminders
Workflows send renewal reminder emails 60, 30, and 7 days before policy expiration. Create review tasks automatically.
New business prospecting
Run a separate pipeline for new policies. Track prospects from lead to quoted to bound with weighted pipeline value.
Client segmentation by coverage
Tag policyholders by coverage type (auto, home, life, commercial). Segment for targeted cross-sell campaigns.
Claims support tracking
Use the ticket inbox to track client claims inquiries. Set SLA timers and escalation rules for timely response.
Referral and cross-sell campaigns
Send campaigns to auto-only clients about bundling home insurance. Track cross-sell conversion by segment.
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Policy lifecycle pipeline
Track policies from prospect to quoted to bound to renewed on visual pipeline boards. Custom stages model your exact workflow for each line of business.
Renewal automation
Set up workflows that send renewal reminders at 60, 30, and 7 days before expiration. Overdue renewals trigger escalation tasks for the agent or account manager.
Policyholder profiles
Each client record shows all associated policies, coverage types, premium amounts, and renewal dates. Custom fields capture carrier, deductible, and coverage limits.
Cross-sell segmentation
Tag policyholders by coverage type and identify cross-sell opportunities. Filter for auto-only clients to pitch bundle discounts or life insurance.
Email campaigns
Send renewal reminders, seasonal safety tips, and cross-sell promotions to segmented lists. Open and click tracking shows who engaged.
Claims support inbox
Use the built-in ticket system to track claims inquiries. SLA timers ensure timely response, and internal notes keep the team aligned.
How it works
From setup to results in 5 straightforward steps.
Import your book of business
Upload policyholder data with custom fields for policy type, carrier, premium, and renewal date. Deduplicate and tag records on import.
Set up renewal and new business pipelines
Create separate pipelines for renewals and new business. Custom stages match your workflow: prospect, quoted, application, underwriting, bound, renewed.
Automate renewal reminders
Build workflows that send email reminders and create review tasks based on renewal dates. Set escalation rules for overdue renewals.
Launch cross-sell campaigns
Segment policyholders by coverage type and send targeted campaigns. Track which cross-sell offers convert and which segments are most responsive.
Monitor retention and growth
Dashboards show renewal rate, new business volume, premium growth, and cross-sell conversion. Identify trends and adjust your strategy.
AI agents that work for you
Autonomous agents run on a schedule, surface insights, and create tasks. You approve, they execute.
Sales Agent - Highlighted for Insurance
AI flags renewals before they lapse
The Sales Agent identifies policies approaching renewal dates, flags accounts with no recent activity, and creates follow-up tasks to prevent lapses. Your renewal rate stays high without manual tracking.
Sales Agent
Pipeline management and deal coaching
Daily at 8:00 AM
Outreach Agent
Follow-up scheduling and re-engagement
Daily at 7:00 AM
Data Steward Agent
Data quality and deduplication
Weekly on Monday at 6:00 AM
Customer Success Agent
Customer health monitoring
Daily at 8:00 AM
Integrations that matter for Insurance
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client communications. Calendar shows renewal review meetings.
Microsoft 365
Outlook sync and OneDrive for agencies on the Microsoft stack.
DocuSign
Send applications and policy documents for e-signature.
Twilio
Send SMS renewal reminders and appointment confirmations to policyholders.
Typeform
Capture quote requests from your website and auto-create prospect records.
Zapier
Connect rating engines, carrier portals, and agency management systems.
Insurance vs Salesforce
The problem
Salesforce requires expensive add-ons and consulting to configure for insurance workflows. Out-of-the-box, it does not understand policies, renewals, or coverage types.
The Laureo advantage
Laureo uses custom fields and pipeline stages to model policies, renewals, and claims natively. Setup takes hours, not months, and costs a fraction of Salesforce.
Enterprise-grade security, built in
Your data is protected at every layer. No enterprise plan required.
AES-256 encryption
All data encrypted at rest using AES-256.
TLS in transit
Every connection secured with TLS 1.3.
Row-level security
Multi-tenant isolation at the database level.
Audit trail
Complete record of data access and changes.
Dive deeper into Laureo
CRM for Insurance FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Insurance.
Start managing your book of business today
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