CRM Software for Commercial Insurance Agents
Commercial policies are complex. Your follow-up process should not be.
TraxionLab is the client management platform built for commercial insurance agents who are tired of losing renewals to missed follow-up. Automate renewal campaigns, respond to inquiries faster, and keep business clients engaged between policy periods.
6 things ready before you log in
Dedicated scheduling pages for each coverage type. Prospects book the right consultation from the start.
Coverage-specific follow-up sequences that educate prospects and keep them moving toward a policy.
A Commercial Insurance landing page and a promotional offer page, ready for your agency's branding.
A marketing form that captures business details before the first conversation.
Track every prospect from inquiry through quote, proposal, and binding.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and renewal campaigns.
The Cost of Doing Nothing
A lost commercial insurance account represents $9,000+ in annual premium. Renewals that lapse due to missed outreach are the most preventable loss in the business.
Average job/lead value: $9,000
What Commercial Insurance Owners Actually Deal With
Renewal reminders depend on someone remembering to check a spreadsheet
Your book of business renews throughout the year. But your renewal process is a spreadsheet sorted by date that someone checks on Monday mornings. Policies slip past their renewal date because nobody flagged them in time. The client gets a quote from a competitor and you lose the account.
Proposals go out and never get followed up
You spend two hours putting together a commercial package quote. You email it to the business owner. A week later, no response. You meant to follow up but you were working on another renewal. The prospect went with the agent who called them back first.
Business clients only hear from you at renewal time
Your clients pay $10,000+ in annual premiums, but the only time they hear from your agency is 30 days before renewal. Between policies, you are invisible. When a competitor shows up with a lower quote, the client has no reason to stay loyal.
Tools Built for Commercial Insurance Companies
Solves pain point #1
Automated Renewal Campaigns
Set renewal dates for every policy and let TraxionLab send reminder sequences 90, 60, and 30 days before expiration. No spreadsheet checking required. No renewals slip through.
Solves pain point #2
Proposal Follow-Up Automation
After sending a quote, an automated sequence follows up at day 2, day 5, and day 10 with professional check-ins. You close more proposals without manually tracking every one.
Solves pain point #3
Year-Round Client Engagement
Quarterly risk management tips, seasonal coverage reminders, and periodic check-ins keep your agency visible between renewals. When renewal time comes, you are the trusted advisor, not a stranger with an invoice.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month