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HubSpot for Insurance

Modern CRM Built for Insurance Agencies, Brokers, and Carriers

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Insurance CRM, Evolved

Introduction to HubSpot for Insurance

Over one-third of insurance organizations still rely on manual data transfers between disconnected systems and only 3% extend their AMS into CRM, marketing, or analytics.

HubSpot fills that gap. It acts as the connective tissue for fragmented tech stacks, giving insurance agencies, brokerages, and carriers a centralized, secure platform to manage sales, marketing, and policy operations. From onboarding and quoting to renewals and claims, HubSpot helps insurance teams replace manual processes with automation, improve visibility, and scale without sacrificing compliance.

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Sync Applied Epic with HubSpot

Keep your AMS and CRM aligned, no more double entry or disconnected data

Whether you’re managing renewals, syncing producers, or tracking opportunities, the Applied Epic ↔ HubSpot integration keeps your AMS data accurate, actionable, and connected.

What you can do:

  • Sync Clients ↔ Contacts
  • Map Opportunities to Deals
  • Create Workflows for Renewals & Claims
  • Trigger Marketing Campaigns Based on Policy Events
  • Centralize Reporting Across System
Built for flexibility,  whether you’re syncing with Applied Epic’s API or BigQuery replica.
Applied Epic and HubSpot integration diagram showing synced client and policy data

Build a Custom Data Model in HubSpot

Customize your CRM around how your insurance business actually works

Custom CRM object mapping in HubSpot for policies, claims, and commissions

HubSpot’s flexibility allows insurance organizations to tailor CRM objects around their unique workflows and policy structures.

Common Data Structures:

  • Contacts → Policyholders, claimants, producers
  • Companies → Insurance carriers, partners, brokerages
  • Deals → Policy quotes, renewals, cross-sells
  • Custom Objects → Policies, claims, coverages, commissions
This structure lets you track full client journeys while preserving data integrity across divisions like Commercial, Personal, and Benefits.

Automate Renewals and Improve Retention

Prevent lapses, simplify outreach, and surface cross-sell opportunities

Avoid missed renewals, manual follow-ups, and spreadsheet sprawl.

HubSpot enables:

  • Automated reminders for clients and producers
  • Smart workflows that flag expiring policies and suggest cross-sells
  • Renewal dashboards by rep, policy type, or region
  • Pre-built email templates for faster, more effective outreach

With centralized tracking, agencies boost retention, reduce churn, and prevent coverage lapses.

Automated renewal workflow in HubSpot with policy expiration alerts

Claims Processing Automation

Track, communicate, and resolve faster with automated workflows

Claims tracking pipeline in HubSpot with email automation and deal stages

Claims are often slowed by fragmented systems and manual processes.

HubSpot streamlines the entire lifecycle:

  • Deal pipelines track claims from FNOL to resolution
  • Automated data capture speeds up triage
  • Email and ticket workflows keep clients informed
  • Dashboards monitor timelines and open claims

Centralized automation improves efficiency and boosts client satisfaction.

Capture and Prioritize High-Intent Insurance Leads

Use segmentation, scoring, and automation to convert faster

HubSpot helps agencies move beyond cold calls with smarter lead management:

  • Capture high-intent leads via forms, landing pages, and referrals
  • Score and prioritize prospects by policy size and urgency
  • Nurture by product line with segmented workflows
  • Guide reps with dashboards showing next best actions

Every opportunity gets fast follow-up and your top reps stay focused on the best leads.

Lead scoring and segmentation dashboard for insurance prospects in HubSpot

Agent Work Management

Centralize tasks, timelines, and policy data for daily efficiency

Producer task dashboard in HubSpot showing renewals, tasks, and client priorities

Insurance teams juggle clients, policies, and deadlines—HubSpot simplifies it:

  • Dashboards centralize clients, tasks, and renewals
  • Task automation handles reminders and follow-ups
  • Personalized workspaces for each producer or team
  • Pipeline visibility across Commercial, Personal, and Benefits lines

Streamlined workflows improve follow-through and reduce burnout.

Client Self-Service Portals

Empower Clients While Reducing Workload

For growing agencies, client engagement must scale. HubSpot’s portal capabilities allow clients to:

  • View active policies, coverage types, and renewal dates
  • Submit tickets, update information, or file claims
  • Message your team directly and securely
  • Track resolution status and get notified automatically

This gives clients more control, while giving your team more time.

Insurance client portal with policy overview, support ticketing, and in-app messaging

Acrisure: Enterprise HubSpot Implementation

Scaling HubSpot Across 17,000 Employees and Complex Teams

Acrisure, a global insurance brokerage, partnered with Aptitude 8 to roll out HubSpot enterprise-wide, navigating compliance, complex hierarchies, and change management.

Visual summary of Acrisure’s HubSpot implementation across sales, marketing, and operations

Key Outcomes:

  • Integrated HubSpot with Applied Epic
  • Unified sales, marketing, and operations data
  • Segmented by product line, producer, and region
  • Trained internal teams and 1099 brokers

“Acrisure’s success shows how HubSpot can scale in legacy-heavy insurance environments, enabling simpler selling, stronger relationships, and real-time visibility.”

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