Powerful CRM App featuring automated workflows and custom insurance campaigns. Keep your customers engaged, start today.

Contact Management

Create, Track, Manage & Follow- up with Clients. Our Custom Insurance based CRM provides you with all the needed tools to get the most out of your CRM. Create Contacts Email invitation and tracking for all events and appointments. Schedule a follow-up Call by email or by campaigns. Send Emails, SMS messages or Campaigns directly from a contact. Easily search and review contact details, notes, conversations appointments and documents.

Campaign Management

Enhance your marketing and sales initiatives with our customized CRM solution. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and easily capture new prospects from your system.

Report Management

Generate a wide range of reports using the built-in Report creater. These might be simple activity reports like “What appointments has David made this week?”. You can also create sophisticated summaries such as “How many customers do we have in each zip code?” or “What is the total number of customers that are 64 that don't have a medicare policy?

CRM Dashboard

Email Marketing List

CRM Phone & Tablet App

Pricing Setup and Installation/CSV upload $150.00 Monthly Webclient $45.00 Total signup cost $195.00 Contact info@myhelpdeskagent.com 615-988-1156 .

Our System

Insurance Pro CRM

What is a CRM? CRM is short for customer relationship management. A CRM system is a web application that businesses use to organize information about their customers and leads. Our CRM system isn’t just a list of YOUR contacts. It contains customers’ details and history of your communication with a CONTACT OR LEAD, along with information about those customers’ place or status in the sales process. Our CRM also have features such as set it and forget it, email campaigns that can be setup in January but not run until a scheduled date later in the year. Custom reports or list can be created on contact information that is most important to your ability to market or communicate with your LEADS OR CONTACTS. examples are Birthday’s, Anniversaries, special Geographical locations list and more. With our CRM we have the ability to manage your leads, contacts, email communications and calendar. Our CRM system is Designed and setup to also accommodate multi user management, examples are agents with appointment setters or 3rd party marketing companies.

Keep Intouch Media

  •   615-988-1156
  •   394 West Main St, Hendersonville, TN, 37075


What Our Customers are saying about Insurance Pro CRM
Thank you so much for such a good service! I highly recommend this CRM if you're looking for a brilliant alternative to Salesforce and customized for the Insurance industry.

Mark Bass

provide outstanding support experience. Thank you so much;) Love the new custom fields setup in September.

Anne Wilson Garner

Love my new #crm Kevin Perry



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