The AI-Native Insurance CRM for Agents and Brokers
Lead CRM, omnichannel inbox, AI Reply, Voice AI, Smart Claims OCR, policy knowledge base, renewals, and reporting in one platform. Live in an afternoon. Priced per agency.
Three things stop sucking when you replace your stack with one CRM.
Producers chase leads across WhatsApp, Gmail, and three carrier portals.
One CRM, one inbox, one timeline per customer.
Replies sit unanswered for hours; 40% of leads sign elsewhere.
AI drafts in your voice within minutes, around the clock.
Claims handlers retype receipts. Renewals slip through.
Claude vision parses claims in seconds. Automated renewal cadences touch every policy.
Everything an insurance agency needs to run on AI.
Lead Management & Auto-Classification
Inbound leads from every channel land in one CRM, auto-tagged by intent, classified into 12 categories with confidence scores, and routed by sentiment. Lead temperature, segments, and B2B company profiles are built in.
Inside Omnichannel Inbox →AI Reply, in your brand voice
Claude Opus 4.6 reads your past sent emails, learns your tone, and drafts replies your team approves with one click. A rules engine respects your always, never, prefer, and avoid instructions.
All AI features →Voice AI for inbound and outbound calls
AI voice agents on LiveKit, Retell AI, and Vonage SIP. Configurable personality, consent scripts, escalation rules. Transcripts, sentiment, and cost-per-call on every conversation.
Inside Voice AI →Smart Claims OCR
Customers send a photo of a receipt, prescription, or invoice. Claude Sonnet 4 vision extracts every field, normalizes currency, and fills the claim record in under ten seconds.
Inside Smart Claims →Policy Knowledge Base · 'Am I Covered?'
RAG chatbot trained on your indexed policy PDFs and each customer's actual plan. Vector search finds the clause. Intent classification routes coverage, eligibility, or claim questions to the right workflow.
All AI features →Renewals & payments on autopilot
Configurable cadences (90/60/30/7 days), bulk renewal imports, invoice tracking, multi-bank account routing, overdue alerts. Every renewal touched, every payment tracked.
See pricing →Three tiers. Per agency. AI included. No per-token billing.
Starter from €299/mo · Growth €899/mo (most popular) · Scale custom.
See full pricingCommon questions, direct answers.
What is the difference between an insurance CRM and an AMS?+
A CRM manages client relationships, sales pipelines, and communications. An AMS manages policy administration, carrier downloads, and agency operations. WinGrow combines the two with native AI, so most agencies replace both with one platform.
How long does setup take?+
Most agencies are live in an afternoon. Channel OAuth takes about 10 minutes, AI training on your past emails takes 30, and you go live the same day with AI handling tier-1 conversations.
Do you migrate our data from another system?+
Yes. CSV import is self-serve. For Applied, AMS360, HawkSoft, and similar systems we run a guided migration with field mapping and validation.
Do you handle GDPR and data residency?+
Yes. GDPR-compliant by design. Regional data residency is available on Growth and Scale tiers. SOC 2 audit is in progress. Audit logs cover every AI action.
Is WinGrow a fit for small agencies?+
Yes. The Starter tier (€299/mo) targets agencies with 5 or fewer team members. Pricing is per agency, not per seat, so adding producers does not break the budget.
Can we keep our existing phone numbers and email?+
Yes. Vonage SIP ports your numbers. Gmail and Outlook connect via OAuth. WhatsApp Business uses the official API.
See your channels, your policies, your AI.
20-minute demo. No pitch deck. We log in with your data and you watch the platform work.