Automate
your insurance success
Save hours every week and protect more clients with AI‑powered workflows—no coding needed.
Stop losing time on manual tasks
Insurance brokers waste countless hours on repetitive tasks. We automate them so you can focus on protecting your clients.
Manual Lead Generation
Time-consuming prospecting and follow-up with potential clients
180 hours
saved per year through automation
Inconsistent Policy Management
Manual renewals and missed opportunities for policy updates
4x
faster policy processing with AI
Fragmented Client Data
Client information and policy details scattered across multiple systems
55%
increase in client retention
AI-powered features designed for insurance brokers
We design and manage the workflows for you. No technical knowledge required.
Automated lead generation & nurturing
Automatically identify prospects, nurture leads with personalized insurance recommendations, and follow up with smart sequences based on client needs.
AI-driven policy management
Generate policy recommendations, track renewals, and identify cross-selling opportunities with automated policy analysis and client communication.
Unified client CRM & analytics
Consolidate client data, track policy history, and generate comprehensive reports with automated insights and retention analytics.
Trusted by insurance brokers nationwide
"CoreImpact's automation has revolutionized how we manage our insurance brokerage. We've saved over 25 hours per week on lead generation and seen a 40% increase in policy sales. The AI-driven client management is a game-changer."
David Rodriguez
Founder, Secure Coverage
Real results from an insurance broker
Protection Partners' Success Story
Protection Partners, a growing insurance brokerage, was struggling with manual lead generation and inconsistent policy management. Their team was overwhelmed with prospecting and policy renewals.
The Challenge
Manual lead generation, scattered policy data, and missed renewal opportunities
The Solution
Automated lead generation system with AI-driven policy management and CRM
Results in 3 months:
Spend less time on admin and more time protecting your clients
Join hundreds of insurance brokers that have transformed their operations with AI automation. Your 30-minute strategy call is completely obligation-free.