Leads from your website form
Who asked for a car insurance quote this week?
Every lead is on the board with what they asked for, and each already got your first WhatsApp message.
The CRM Built for Insurance Agents
Zoye captures every lead, chases quotes that went quiet, and never misses a renewal date, while you advise clients instead of chasing them.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsAI Notetaker
TrustScore 4.4 out of 511 reviews on TrustpilotJust ask Zoye
Show me every policy renewing next month and remind each client
On it. I'll take care of it and let you know.
Type it or say it out loud. No menus to learn first.
An insurance book runs on follow-up: the quote that needed a third nudge, the renewal window nobody flagged, the client whose life changed and whose coverage did not. Zoye keeps every one of those threads moving, automatically.
Built for the Way You Work
Leads Captured and Worked
Every enquiry lands in one pipeline with the product, premium range and source attached, then gets chased until it decides.
Renewals Never Missed
Zoye tracks every policy's renewal date and starts the outreach early, so retention stops depending on a spreadsheet.
Quotes That Close
The assistant follows up unanswered quotes on WhatsApp, where clients actually respond, until they decide.
Every Client in Context
Policies, documents, conversations and next steps on one record, so nothing lives only in your head.
From a new lead to a renewed policy
- 1. CaptureFacebook & Instagram
Leads come in from your ads, website forms and WhatsApp.
MoreLess
Zoye saves each one with its source and the cover they asked about.
- 2. Reply
The WhatsApp agent replies straight away, collects the basic details and books a call with you.
Agent on WhatsApp - 3. Organize
The client, their quotes and their policies are linked on one record, with every document in one place.
All Features - 4. Meet
Calls go on the calendar and the AI Notetaker records what the client needs, so your advice has context.
AI Notetaker - 5. Follow through
Zoye chases quotes that went quiet and reminds you, and the client, well before every renewal date.
Workflow Automations
Why it matters
Leads, quotes, policies and renewals are one connected story per client, so nothing falls through the cracks and you spend your time advising instead of chasing.
What it looks like day to day
A few real moments, handled by sending Zoye a message on WhatsApp or in the app.
Renewals coming up
Show me policies renewing next month
Zoye lists the clients and dates, and sends each one a reminder you approve, well ahead of time.
A quote that went quiet
Remind me about quotes with no answer in five days
A follow-up task appears for each one, with a reminder on your phone so nothing slips.
Instagram, Facebook & WhatsApp automations, all inside Zoye
Every comment, DM, ad lead and chat becomes a lead that gets an instant reply, with the whole conversation on one contact card.
- Comment to DM
- Lead ads, synced instantly
- Every chat on the contact card
- Lead Bot run by Zoye
- Payments in the chat
Instagram & Facebook
DM and story replies
Auto-answer with buttons, a file or an AI reply in your brand's voice
Commenters become leads
What they wrote is saved, and repeat commenters are matched to the same person
Comment to DM
A public reply and a private DM in seconds, on a keyword, one post or every comment
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Lead ads, synced instantly
Lead-form submissions land as contacts in the workspace you choose
Every chat on the contact card
Read the conversation and reply yourself, right from the lead
Instant first message
Every new lead hears from you within seconds, from any source
Broadcasts to the right people
Pick who gets it by stage, source or tag, and send now or on a schedule
Click-to-chat link and QR code
Anyone who messages through it becomes a tracked lead
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Lead Bot run by Zoye
Answers questions, qualifies, books a slot and follows up when they go quiet
Payments in the chat
Leads pay straight into your account, and paid leads move to the right stage automatically
Ads & agencies
See which ads bring customers
Leads from click-to-WhatsApp ads are tracked all the way to the sale
Know where each lead came from
The ad or post that brought them is right on their card
Each brand in its own workspace
Leads from each Page go to the workspace you pick
More (+2)Less
Run all your clients in one place
Every client gets their own workspace, accounts and automations
Plays by the platform rules
One DM per comment and safe reply limits, so your accounts stay healthy
MayaFound you on InstagramHot lead
- Commented "I want" on your reel
- Got a quick reply, and your offer in her DMs
- Asked about times on WhatsApp and booked a call
- Saved as a lead, with a reminder for you to call her
Just ask Zoye
- Set upWhen someone comments "I want" on my post, DM them my offer↵
- ManageInvite everyone who chatted with us this month to our open day
- ImproveWhich ad brought the most paying customers this month?
How It Works
- 1
Import your book or capture new leads as they arrive, with policy context attached.
- 2
Tell Zoye when to follow up on quotes and reach out about renewals. Zoye runs it.
- 3
Advise. The assistant chases quotes, flags renewals early, and keeps every record current.
Fully Managed by Zoye
One AI workspace built around how small businesses really work. Fewer separate tools, and less to pay for.
WhatsAppSlackClaudeWeb Platform
A day with Zoye
- 09:00
Morning: what's on?
What's on today?3 meetings and 2 follow-ups. I'll send you a reminder before each one. - 12:30
Midday: a deal walks in
Just met Mike from MindGap. $75K deal - assign best person and follow up.- Deal: MindGap - $75K
- Contact: Mike linked
- Task assigned + due date set
- 16:45
Afternoon: a voice note does the paperwork
0:14Done - here's what I did:
Contact addedTagged VIPLinked to deal
How Zoye works on WhatsApp$2,400/yrAvg saved
Replaces
Loved by the businesses that run on it
Real reviews from Zoye customers, published on Trustpilot.
FAQ
How does Zoye help insurance agents retain clients?
Renewals are won early. Zoye tracks every policy's renewal window, starts outreach on time, and keeps the client's history in front of you, so retention becomes a process instead of a scramble.
Can it chase quotes automatically?
Yes. Unanswered quotes get followed up on WhatsApp on the schedule you set, and the assistant tells you when a lead needs a human touch.
Does it keep policy documents organized?
Yes. Documents attach to the client record alongside conversations and next steps, so everything about a client lives in one place.
Is it suitable for an independent agent?
Yes. Independent agents can start on the smallest plan and move up as the book grows. Flat pricing keeps costs predictable. See the pricing page for current plan details.
How quickly can I move my book in?
Import contacts and policies from spreadsheets in one sitting, and the assistant helps organize renewal dates and follow-up rules the same day.
How do Zoye's features work together for an insurance agent?
They connect into one client story. Leads from ads, forms and WhatsApp are captured with the cover requested, the WhatsApp agent collects details and books a call, and quotes, policies and documents stay linked to the client. Zoye follows up on quotes that went quiet and sends reminders well before each renewal date, so no renewal is missed.
All FeaturesEvery tool in the Zoye workspace, on one pageWorkflow AutomationsDescribe a rule, Zoye builds and runs itAI NotetakerIt joins the call and turns notes into tasksAgent on WhatsAppRun your whole business from a WhatsApp chatWhatsApp AutomationsAuto-message, qualify and broadcast on WhatsAppFacebook & InstagramComments and ads become leads, answered in seconds
Hand Off the Manual Work
Join the businesses that stopped chasing follow-ups by hand. Set up takes minutes, and you can start today.
From Our Blog
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