The All-In-One CRM & Automation Platform for Insurance Agencies
DLP CRM helps insurance agents capture leads, automate follow-ups, manage pipelines,
and increase policy enrollments — all in one powerful platform.
What is DLP CRM?
DLP CRM is a cloud-based customer relationship management (CRM) and marketing automation software designed specifically for insurance professionals. Our platform allows agencies to capture leads automatically, send SMS & email follow-ups, manage sales pipelines, track appointments, automate reminders, monitor agent performance, store customer, communication history. DLP CRM is offered as a monthly subscription software service (SaaS).
FEATURES
📲 Lead Capture & Automation
Automatically collect leads from Facebook Ads, landing pages, and websites.
📅 Appointment Booking
Integrated calendar system with automated SMS/email reminders.
💬 SMS & Email Campaigns
Send compliant marketing and appointment reminder messages.
📊 Sales Pipeline Management
Track prospects from new lead to enrolled client.
📈 Reporting Dashboard
View performance metrics and agent activity in real time.
PRICING
Starter Plan
$97/month
Includes:
- CRM access
- Lead capture forms
- Unlimited users
- Basic automation
Growth Plan
$197/month
Includes:
- Everything in Starter
- Advanced workflows
- SMS/email campaigns
- Unlimited users
Agency Plan
$497/month
Includes:
Unlimited users
Full automation suite
White-label options
Dedicated support
Billing Type: Monthly recurring subscription
Cancel Anytime