The Complete Insurance CRM

Ringy was built for you. Seriously.

See better retention rates with a CRM for insurance agents

Optimize workflows for your insurance company

Increased productivity. Engage prospects and customers faster. Nurture relationships. It can all be done with an insurance CRM.

A centralized hub for all your leads to stay organized and in touch

I most enjoy the fact that the CRM does all of the text/email follow ups for the leads inputted into the system and allows for you to log the activity you've had with the lead, knowing exactly where you are in your sales process. And of course the ability to have large campaigns to get in touch with all the leads in your system.

Nathan W. Licensed Insurance Agent

Manage your leads effortlessly

Import, label, and distribute your insurance leads in just a few clicks. Categorize leads based on temperature or level of engagement, then assign tasks for yourself or the rest of your team.

Track every interaction with prospects and customers

Get information about your leads and customers quickly and easily with an insurance CRM. Forget sifting through complicated notes and call histories; everything you need to know is available at a glance. Facilitate faster calls, more meaningful conversations, and close more sales with a CRM built for insurance brokers and agencies.

Create personal, valuable, automated conversations

Segment your leads based on customizable metrics. Life insurance customers? They go into one bucket. Customers looking for health insurance? Another bucket. Create, automate, and schedule personalized email drips to provide valuable and relevant information about the insurance policies your customers need.

Meet your prospects where they are


Automatic Local ID for calls


Make calls within the platform – from your VoIP or smartphone


Send unlimited emails and SMS


What Insurance providers are capable of with Ringy

  • 81%

    effective sales organizations are 81% more likely to be consistently using a CRM to record customer data. (Aberdeen Group)

  • 40%

    Insurance companies that use a CRM can reduce their brokerage's labor cost by up to 40%. (FinancesOnline)

  • 30%

    Using a CRM can increase sales volume by 30% or more (ThesisTech)

  • 64%

    of companies view a CRM as impactful to their business. (LinkedIn)

Your solution to productivity and customer retention for your insurance agents


Follow-up instantly


Keep track of leads


Build lasting relationships