An AI growth engine for insurance agents and brokers
We bring you the enquiries and follow them up before your competitors do. ClientScale runs your social media to generate leads, follows up with the ones who opt in within minutes, and keeps every policy and renewal on track.
Built for life insurance agents, health insurance advisors, motor insurance brokers, general insurance agencies, and every insurance business that wins policies through fast, trustworthy follow-up.
Paste your business URL — no sign-up required
Everything your business needs in one platform
Managed social media & lead generation
We run your social media — creating and scheduling posts you approve each month — so a steady stream of policy enquiries comes to you. Every lead lands straight in your pipeline with zero manual entry.
SMS & WhatsApp follow-up
When a new lead opts in, they get a fast, professional SMS or WhatsApp reply from your agency within seconds — so you are the first advisor they speak to, not the third.
AI receptionist calls
An AI receptionist calls leads who opt in within minutes, qualifies their coverage needs, and books a consultation — even outside office hours.
Renewal reminders that get paid on time
Automatic SMS/WhatsApp reminders before every policy renewal date cut lapses dramatically compared to a once-a-year phone call or email.
Full policy & lead pipeline
Track every enquiry from first contact to issued policy, and every existing customer from renewal reminder to payment. See exactly where things are stalling.
Cross-sell & upsell campaigns
Automatically identify customers with only one policy and reach out about the cover they do not have yet — health, motor, life, or property.
Lead source reporting
Know exactly which channels are delivering policies that actually get issued, not just enquiries. Stop spending on sources that do not convert.
Common questions
- What types of insurance businesses use ClientScale?
- Life insurance agents, health insurance advisors, motor and general insurance brokers, POSPs, and any insurance agency or agent that generates leads and needs to follow up quickly to win the policy.
- Can it help with policy renewals, not just new leads?
- Yes. ClientScale tracks renewal dates for every customer and sends automatic SMS/WhatsApp reminders ahead of time, so renewals do not lapse simply because nobody remembered to call.
- How quickly does the automated follow-up go out to a new enquiry?
- Within 30 to 60 seconds of a lead arriving in the system. The AI receptionist call typically happens within 2 minutes — before the customer has looked at another agent.
- Is customer data handled securely?
- ClientScale is built with data security in mind. For specific compliance requirements in your market, speak with our team — we can walk through how the platform handles customer and policy data.
- Do I need to replace my existing tools?
- ClientScale replaces three things at once: the agency generating your leads, the tools chasing them, and the CRM storing them. Most agents drop a patchwork of spreadsheets, WhatsApp Business, and a separate CRM for this one system.
Resources for Insurance Agents
Marketing, Automation, and CRM: Three Silos Leaking Your Leads →
A marketing agency, an automation tool, a CRM — each owns one slice of the funnel and drops the baton at the handoff. Here is how to close the gaps.
How to Automate Lead Follow-Up for Service Businesses →
The agent who calls back first wins the policy. Here is how to always be first.
WhatsApp Automation for Service Businesses →
WhatsApp has a 90%+ open rate. Here is how insurance agents use it to chase renewals and never lose a policy to silence.
Stop losing policies to slow follow-up
ClientScale sets up in 48 hours and starts generating and converting leads that would otherwise never reach you — and keeps every renewal on schedule. No technical setup required.