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.
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.
Facebook & Instagram
Your ads and posts turn themselves into leads
Connect your Facebook Page once and Zoye takes over the part everyone forgets. Nothing to install, and nothing your customers have to do differently.
- Lead-ad submissions become leads instantly, in the workspace you choose
- Comments on your Facebook and Instagram posts get a public reply and a private DM
- Every one of them is saved as a contact and picked up by your WhatsApp follow-up
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.
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
Let the Admin Work Disappear
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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