Zoye AI for your industry

The CRM built for insurance agents

Zoye AI captures every lead, chases quotes that went quiet, and never misses a renewal date, while you advise clients instead of chasing them.

Start free See how it works

Free plan forever. 3 members, the full platform, AI included.

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.

How it works

1
Import your book or capture new leads as they arrive, with policy context attached.
2
Set your quote follow-up and renewal outreach rhythm in a sentence. Zoye runs it.
3
Advise. The assistant chases quotes, flags renewals early, and keeps every record current.

Frequently asked questions

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.

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.

Yes. Documents attach to the client record alongside conversations and next steps, so everything about a client lives in one place.

Yes. The permanent free plan covers 3 members with the full platform and assistant, and flat-rate paid plans keep costs predictable as your book grows.

Import contacts and policies from spreadsheets in one sitting, and the assistant helps organize renewal dates and follow-up rules the same day.

Let the admin work disappear

Join the businesses that stopped chasing follow-ups by hand. Set up takes minutes, and the free plan is permanent.

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Want the full picture first? Read our in-depth guide: The 7 Best CRMs for Insurance Agents in 2026