From Connection to Conversion
The all-in-one CRM and Marketing Automation platform built for senior insurance professionals. Turn contacts into appointments and sales with AI-powered workflows and compliance-ready communication.
Scope of Appointment Email
Sent to 424 prospects
MAX.AI
Ready to help
"Draft a birthday email for clients turning 65..."
Trusted by leading insurance organizations
Everything You Need to Grow Your Book
Purpose-built for senior insurance professionals. Automate your marketing, stay compliant, and convert more leads into appointments.
One-Click Workflows
Deploy pre-built automation workflows instantly or customize your own with triggers, conditions, and actions.
Email & SMS Marketing
Send targeted campaigns, birthday reminders, policy renewals, and AEP communications automatically.
SOA Management
Built-in Scope of Appointment workflows. Send via email or SMS, collect digital signatures, stay compliant.
Lead Lifecycle
Track every contact from lead to client. Integrated vendor connections bring leads directly into your pipeline.
Appointment Scheduling
Integrated with Calendly and Google Calendar. Automate appointment requests and confirmations.
AI-Powered Insights
MAX.AI analyzes your contacts, generates content, and surfaces actionable insights automatically.
Build Powerful Workflows in Minutes
Create sophisticated automation using our visual workflow builder. Set triggers, define conditions, and execute actions—all without writing code.
MAX.AI
Your Intelligent
Insurance Assistant
MAX.AI is your built-in AI assistant that understands insurance. Generate compelling marketing content, get actionable insights about your contacts, and find anything with natural language search.
Generate Marketing Emails
Create professional HTML email campaigns in seconds with AI-powered copywriting.
Contact Insights
Get AI-driven insights about your contacts to identify hot leads and opportunities.
Natural Language Search
Find contacts and data using plain English. Just ask MAX what you're looking for.
Smart Suggestions
Receive intelligent recommendations for follow-ups, campaigns, and next best actions.
MAX.AI
Your Insurance AI Assistant
Create an AEP email campaign for my Medicare clients.
I've drafted a 3-email AEP sequence for you:
Email 1: AEP Reminder
Sent Oct 1 - Awareness
Email 2: Plan Review
Sent Oct 15 - Education
Email 3: Schedule Call
Sent Nov 1 - Action
Medicare Scope of Appointment
CMS Compliant Form
The Centers for Medicare & Medicaid Services requires that agents obtain a signed Scope of Appointment prior to any marketing or sales presentation.
Client Signature
Agent Signature
SOA Collected
Stored securely
Medicare SOA Management
Stay compliant with built-in Scope of Appointment workflows. Send SOAs via email or SMS, collect digital signatures from clients, and automatically capture agent signatures—all stored securely for your records.
Email SOA Delivery
Send Scope of Appointment forms via email with tracked delivery and open notifications.
SMS SOA Delivery
Text SOA links directly to clients for quick mobile signing on any device.
Digital Signatures
Collect legally binding e-signatures from clients with a simple, mobile-friendly interface.
Agent Signature Capture
Automatically capture and store agent signatures for complete compliance records.
Connect Your Entire Stack
Import leads from existing CRMs in three clicks. Connect to your favorite tools and automate your entire workflow.
Import Leads in Three Clicks
Already using another CRM? No problem. Import your entire contact database from popular platforms with our one-click migration tool.
Learn about migration
Salesforce
GoHighLevel
Zoho
HubSpot
Google SheetsWorks With Your Favorite Apps
Calendly
Scheduling
Google Calendar
Calendar
Google Maps
Location
Zapier
Automation
Twilio
SMS
Need a custom integration? Use our API or Zapier app.
View All IntegrationsIntegrated With 40+ Lead Vendors
Get leads flowing directly into your pipeline from the industry's top health and life insurance lead vendors. Direct mail, digital, or your own sources—we connect them all.
40+
Lead Vendors
Direct
Mail Leads
Digital
Web Leads
Custom
API Access
Direct Mail Leads
Pre-qualified Medicare, Final Expense, and Annuity leads from top direct mail vendors delivered straight to your CRM.
Digital Leads
Real-time web leads from health and life insurance shoppers. Instantly routed and ready for follow-up.
Custom Vendors
Connect any lead source using our REST API or Zapier integration. Full flexibility for your unique sources.
Developer API Access
Full REST API for custom integrations. Connect any lead source or build your own automations.
What Our Users Say
See why thousands of senior insurance professionals trust ClientFlow360 to grow their business.
3K+
Insurance Agents
30M+
Contacts Managed
99%
User Retention
40+
Lead Vendors
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"ClientFlow360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"It's refreshing to use a CRM actually built for insurance agents - everything fits how we work."
"ClientFlow360 handles all my marketing automatically, so I can focus on serving clients and closing policies."
"Setup was simple. It connected instantly with my lead vendors, quoting tools, and e-app systems."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
"The dashboard shows my entire pipeline in one view, helping me track every lead and policy easily."
"The SOA automation saves us hours every week during AEP. Compliance has never been easier."
"After thirty years in insurance, I've never seen a platform this complete and dependable."
"The dashboard shows my entire pipeline in one view, helping me track every lead and policy easily."
"The SOA automation saves us hours every week during AEP. Compliance has never been easier."
"MAX.AI writes better marketing emails than I ever could. My clients actually respond now."
"Lead vendor integrations are incredible. Leads flow directly into my pipeline automatically."
"Finally, a CRM that understands Medicare. The workflow templates are exactly what we needed."
"MAX.AI writes better marketing emails than I ever could. My clients actually respond now."
"Lead vendor integrations are incredible. Leads flow directly into my pipeline automatically."
"Finally, a CRM that understands Medicare. The workflow templates are exactly what we needed."
Simple, Transparent Pricing
Start free for 14 days. No credit card required. Choose the plan that scales with your business.
Core
Essential CRM tools for individual agents.
- Up to 2,500 contacts
- Lead & client management
- Calendar & task management
- Email support
- Basic reporting
- Mobile app access
Marketing
Full marketing automation for growing agents.
- Everything in Core, plus:
- Up to 10,000 contacts
- Email & SMS marketing
- Workflow automation
- MAX.AI content generation
- SOA management
- 20 lead vendor connections
- Priority support
Agency
Multi-user platform for teams and agencies.
- Everything in Marketing, plus:
- Up to 50,000 contacts
- Unlimited team members
- Role-based permissions
- Team performance dashboards
- 40+ lead vendor connections
- Dedicated onboarding
- Phone support
Enterprise
Custom solutions for large organizations.
- Everything in Agency, plus:
- Unlimited contacts
- Custom integrations
- Dedicated account manager
- API access
- Custom training
- SLA guarantee
- White-label options
All plans include a 14-day free trial. View FAQ or contact sales.
Frequently Asked Questions
Everything you need to know about ClientFlow360.
Start with a full 14-day free trial of the Professional plan. No credit card required. You'll have access to all features including MAX.AI, workflow automation, and integrations. At the end of your trial, choose the plan that fits your needs.
Still have questions?
Our team is here to help. Schedule a demo or reach out directly.
Ready to Transform Your
Insurance Business?
Join 500+ insurance agencies already using ClientFlow360 to automate their marketing, stay compliant, and grow their book of business.