CRM Software for P&C Insurance Agents
Every renewal you miss is revenue you already earned walking out the door.
TraxionLab is the client communication platform built for P&C insurance agents. Automate renewals, respond to quote requests before your competition, and cross-sell additional coverage to your existing book of business.
6 things ready before you log in
Dedicated scheduling pages for each coverage program. Prospects book the consultation that matches their need.
Coverage-specific education sequences that help prospects understand their options and move toward a policy.
An Insurance Agency main page, an options page, and a quote offer page. Ready for your agency branding.
A marketing form that captures prospect details for quote requests.
Track prospects from quote request through underwriting 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 P&C policy represents $3,200+ in annual premium. Retaining an existing policyholder costs a fraction of acquiring a new one, yet most agencies have no systematic retention process.
Average job/lead value: $3,200
What P&C Insurance Owners Actually Deal With
Quote requests come in and sit unanswered for hours
A homeowner or driver submits a quote request on your website at 3pm. Your team is on the phone with other clients. By the time someone responds the next morning, the prospect already got quotes from two online carriers. Speed wins in P&C.
Renewals lapse because nobody sent the reminder on time
Your book has hundreds of policies renewing throughout the year. Some get a call, some get an email, some get nothing. When a renewal lapses, you lose revenue you already earned. The client did not leave because of price. They left because nobody reached out.
Policyholders only have one product and you never cross-sell
A client has auto insurance with you but buys their homeowners policy elsewhere. You have the relationship, but you never asked about bundling. Across your book, hundreds of cross-sell opportunities go untapped every year.
Tools Built for P&C Insurance Companies
Solves pain point #1
Instant Quote Response
When a prospect requests a quote, TraxionLab sends an immediate acknowledgment and begins a follow-up sequence. You respond before they finish comparing your competitors.
Solves pain point #2
Automated Renewal Campaigns
Set renewal dates for every policy. Automated outreach starts 90 days before expiration: review reminders, coverage updates, and rebinding prompts. No manual tracking required.
Solves pain point #3
Cross-Sell Campaigns for Existing Clients
Identify single-product policyholders and send targeted campaigns introducing additional coverage. Bundling campaigns increase per-client revenue without acquiring new leads.
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