Your Client Command Center
A CRM built from the ground up for insurance agents. Track every contact, policy, and interaction in one place. The 17-stage pipeline mirrors how insurance sales actually work — from initial contact through underwriting to policy delivery and renewals. AI lead scoring tells you exactly who to call next.
17-Stage Insurance Pipeline
Move leads through stages that match real insurance workflows: New Lead, Contacted, Appt Set, Needs Analysis, Illustration Sent, Application Submitted, Pending Underwriting, Policy Issued, Closed Won, and more. Every stage tracks the right data at the right time.
AI Lead Scoring (Aria Priority)
Aria analyzes engagement signals, response patterns, and demographic data to score every lead 0-100. Know instantly who is most likely to convert so you spend your time on the right prospects.
Custom Tags with Colors
Organize contacts with custom color-coded tags. Create your own categories, filter by tags, and see them at a glance in your contacts table. Export to CSV includes all tags.
Policy & Commission Tracking
Track policy details, renewal dates, coverage amounts, premium, commission, and product types for every client. Monitor renewals and track your revenue with built-in commission calculations.
Smart Search & CSV Export
Find any contact instantly with powerful search and filtering. Filter by pipeline stage, product interest, lead source, score, tags, and more. Export to CSV with all fields including tags and lead scores.
Get Started with Smart CRM
Experience the full power of AIVIONT Smart CRM with a 7-day free trial.