The Complete Platform for Insurance Professionals
Everything you need to manage clients, automate marketing, stay compliant, and grow your book of business—all in one powerful platform.
Workflow Automation
Deploy pre-built workflows or create custom automation with triggers, conditions, and actions. Automate birthday emails, policy renewals, AEP campaigns, and appointment requests.
- One-click workflow deployment
- Custom trigger/condition/action builder
- AEP campaign sequences
- Policy renewal reminders
MAX.AI Assistant
Your intelligent insurance assistant. Generate marketing emails, get contact insights, and search your data using natural language. MAX.AI understands insurance.
- AI-generated marketing emails
- Contact behavior insights
- Natural language search
- Smart follow-up suggestions
Marketing OS
Send targeted email and SMS campaigns to your contacts. Create sequences, track engagement, and automate follow-ups to convert more leads into appointments.
- Email & SMS marketing
- Campaign sequences
- Engagement tracking
- Automated follow-ups
SOA Management
Stay compliant with built-in Scope of Appointment workflows. Send SOAs via email or SMS, collect digital signatures, and store everything securely.
- Email & SMS SOA delivery
- Digital signature collection
- Agent signature capture
- Secure storage & audit trail
And So Much More
Every tool you need to run your insurance business, all in one place.
Lead Lifecycle
Track contacts from lead to client with full lifecycle management.
Appointment Scheduling
Integrate with Calendly and Google Calendar for seamless booking.
Analytics & Reporting
Track performance, campaigns, and team metrics in real-time.
Communication Hub
Centralized inbox for all client communications.
E-Signatures
Collect legally binding signatures on any document.
Smart Search
Find any contact or data instantly with AI-powered search.
Ready to See ClientFlow360 in Action?
Start your free 14-day trial today. No credit card required.