From Connection to Conversion
The all-in-one CRM and marketing automation platform built for insurance agents. Turn leads into appointments and sales.
- Automated Medicare Scope of Appointments
- 40+ insurance lead vendors integrated in from day one
Scope of Appointment Email
Sent to 424 prospects
MAX
Ready to help
"Draft a birthday email for clients turning 65…"
Already trusted by
Built for the way insurance actually works.
Purpose-built for insurance agents and agencies. Automate your marketing, generate content, and convert more leads into appointments.
Workflows
Pre-built automations for AEP, birthdays, and renewals. Or build your own visually — no code.
Email & SMS
Birthday emails, renewal reminders, AEP campaigns. Sent on time, every time.
Medicare SOAs
Send by email or SMS *. Sign on any device. All tracked and stored.
Policy Management
Manage your policies and clients. Add, edit, and delete policies. All tracked and stored.
Lead Pipeline
Every contact, from lead to client. Integrations with 40+ insurance lead vendors.
Integration Library
Growing library of integrations and lead vendors. We are continuously adding more.
Personalized Webpage
Personalized webpage with lead capture, calendly integration, and more. All branded to your company.
Appointments
Calendly and Google Calendar integrated. Follow ups and reminders on autopilot.
Set it once. Let it run.
Automation made easy. Enable templates with on click or build sophisticated automations visually. No code, no consultants, no rebuilding every AEP.
Medicare Scope of Appointment
CMS Compliant Form
The Centers for Medicare & Medicaid Services requires that agents obtain a signed Scope of Appointment prior to any marketing or sales presentation.
Client Signature
Agent Signature
SOA Collected
Stored securely
Medicare SOA Management.
Send Scope of Appointment forms by email or SMS, collect e-signatures on any device, and store everything for audit. Turn scopes into a marketing opportunity while staying compliant
Email delivery
Send SOA forms by email with tracked delivery and read receipts.
SMS delivery
Text a signing link. Clients sign on the device already in their hand.
E-signatures
Legally binding signatures captured on any device, in seconds.
Agent signatures
Your signature applied automatically. Stored for audit, ready on request.
Plug into the leads you already buy.
Direct integrations with 40+ insurance lead vendors — direct mail, digital, or your own. New leads land in your pipeline in seconds, not days.
40+
Lead vendors
Direct
Mail leads
Digital
Web leads
REST
API access
Direct mail leads
Pre-qualified Medicare, Final Expense, and Annuity leads from the top direct-mail vendors. In your CRM the moment they arrive.
Digital leads
Real-time health and life insurance leads. Routed, assigned, and ready for follow-up in seconds.
Custom vendors
Connect any source using the REST API or Zapier. No vendor left behind.
Developer API
Full REST API. Connect any source, build any automation.
Connect Your Entire Business.
Bring your existing contacts in three clicks from Salesforce, HubSpot, or Zoho. Then automate the rest with Calendly, Twilio, Zapier, and more.
Import Leads in Three Clicks
Coming from another CRM? No problem. Import your entire contact database with our three-click migration tool.
See how migration works
Salesforce
GoHighLevel
Zoho
HubSpot
Google SheetsWorks With Your Favorite Apps
Calendly
Scheduling
Google Calendar
Calendar
Google Maps
Location
Zapier
Automation
Twilio
SMS
PhoneBurner
Communication
Outlook Calendar
Calendar
Facebook Leads
Social
Google Sheets
Spreadsheet
Don't see your tool? Use the our API or Zapier.
See all integrations3,000+ agents. One CRM.
The same technology insurance professionals have trusted to grow their book of business for over 10 years.
3,000+
Insurance agents
30M+
Contacts managed
99%
Annual retention
40+
Lead vendors
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"ClientWave360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"ClientWave360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
"The dashboard shows my entire pipeline in one view, helping me track every lead and policy easily."
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
"The dashboard shows my entire pipeline in one view, helping me track every lead and policy easily."
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"ClientWave360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
"ClientWave360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
Start free. Pay when it works.
Simple, transparent pricing. 14 days free. Cancel anytime.
All plans include a 14-day free trial. View FAQ or contact sales.