The Complete Platform for Insurance Agents and Agencies
Everything you need to manage clients, automate marketing, stay compliant, and grow your book of business—all in one powerful platform.
Marketing System
Send targeted email and SMS campaigns to your contacts. Create content, track engagement, and automate campaigns that convert more leads into appointments and sales.
- Email & SMS * marketing
- Campaign content generation
- Engagement tracking
- Cross sell opportunities
Workflow Automation
Deploy pre-built workflows or create custom automations with triggers, conditions, and actions all without writing code.. Automate birthday emails, policy renewals, AEP campaigns, appointment reminders, and more.
- One-click workflow deployment
- Custom no-code automation builder
- AEP and Scope of Appointment workflows
- Policy renewal reminders
MAX.AI Assistant
Your intelligent insurance assistant. Generate marketing emails, get contact insights, and search your data using natural language. MAX.AI understands insurance.
- AI-generated marketing emails
- Contact behavior insights
- Natural language search
- Smart follow-up suggestions
And So Much More
Every tool you need to run your insurance business, all in one place.
Lead Lifecycle
Track contacts from lead to client with full lifecycle management.
Appointment Scheduling
Integrate with Calendly and Google Calendar for seamless appointment setting.
Analytics & Reporting
Track performance, campaigns, and team metrics in real-time.
Marketing Communication
Email and SMS marketing campaigns.
Scope of Appointment Management
Send and collect digital signatures on any documents.
Smart Search
Find any contact or data instantly with AI-powered search.
Ready to See ClientWave360 in Action?
Start your free 14-day trial today.