ConnectMachine for insurance agents
ConnectMachine gives insurance agents a digital business card clients save in one scan, plus AI notes that record each prospect's situation, policies discussed, and renewal timing. Your book of business stays organized in one private place, so every follow-up lands with the right detail at the right time.
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How it works
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Be the agent whose card is not lost
Clients scan your QR at a kitchen table or community event and your details are saved before the conversation ends. When they need a quote, you are in their phone, not a drawer.
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Record the situation, not just the name
New driver in the family, home purchase in the spring, renewal in November: attach the note while you talk. Every prospect carries their story.
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Follow up on the moment that matters
Insurance sells on timing. Notes and reminders on each contact mean you call about the renewal or the new house exactly when it is relevant.
Why insurance agents choose ConnectMachine
A book of business you can search
Ask the AI Concierge who mentioned a home purchase or which prospects came from the chamber breakfast. Your pipeline answers questions instead of hiding in a binder.
Referral-ready sharing
Happy clients can forward your card as a link. It opens in any browser, so a referral saves your details in seconds without an app.
Private client data, portable when needed
Contacts and notes stay private to you, and export to CSV or sync to your CRM on paid plans keeps your agency systems in step.