Complete Client Profiles
Track policy details, carrier notes, and every client interaction in one place.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Get up and running fast with an all-in-one platform built for insurance agents and agency sales teams. Manage contacts, automate renewal follow-ups, track new business pipelines, and run marketing campaigns—all in one simple platform.
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Every lead, client, and renewal is organized, automated, and tracked so your team can build relationships and grow your book of business, not chase busywork.
Track policy details, carrier notes, and every client interaction in one place.
Track new business and renewals from first quote to bound policy.
Auto-assign leads to producers, advance pipeline stages, and send timely reminders.
Turn website visitors into leads 24/7 with smart forms and an AI chatbot.
Losing a client at renewal rarely happens because they’re unhappy — it happens because nobody reached out in time. Nutshell keeps every renewal on your radar with automated pipelines and timed follow-up sequences that fire before expiration dates arrive.
Use custom fields to store x-dates, carrier details, and coverage notes on every client record. Then let Nutshell’s automation handle the outreach — so your producers spend their time on conversations, not calendar reminders.
Nutshell gives every producer a complete view of each client relationship — every call logged, every email threaded, every note pinned — so they walk into every conversation prepared.
That kind of consistency builds trust. And in insurance, trust is what keeps clients from shopping around at renewal time.
Insurance prospects shop fast — and the first agent to respond wins a disproportionate share. Nutshell captures inbound leads from your website around the clock and makes it easy for producers to follow up instantly via call or text, all without switching apps.
Build a new business pipeline that tracks every quote from first contact to bound policy. So whether a lead comes in from a web form, a referral, or a marketing campaign, nothing gets dropped and no one waits too long to hear from you.
Your existing clients are your best source of new premium — but staying in front of them takes consistent outreach. Nutshell’s email and SMS marketing tools make it easy to run campaigns to your client base directly from your CRM, no separate marketing platform required.
Send seasonal check-in campaigns, promote new coverage options, or re-engage clients you haven’t spoken to in a while. Use tags to organize your contacts and target the right group with the right message at the right time.
Nutshell integrates with the software insurance agencies rely on every day, so your client data, communications, and workflows stay in sync — without manual re-entry between systems.
Use Nutshell as your front-office CRM for lead management, pipeline tracking, client communication, and marketing — and connect it to your existing tools so everything works together.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
Most small to mid-sized insurance agencies can implement Nutshell in 2 weeks to 2 months. We offer flexible onboarding options: self-service setup for quick starts, or optional white glove service for complex data migrations. Unlike competitors, we don’t charge mandatory onboarding fees.
Yes! Nutshell integrates with thousands of tools through native connections and Zapier. We connect with popular insurance platforms for accounting (QuickBooks), document management (DocuSign, PandaDoc), and scheduling (Calendly). Our open API enables custom integrations with your agency management system.
Absolutely. Nutshell’s sales automation lets you set up automated email and SMS reminders for policy renewals at any stage. You can trigger personalized messages based on renewal dates, ensuring clients never miss a deadline while freeing your agents to focus on relationship-building.
Nutshell takes security seriously with enterprise-grade encryption for data in-transit and at-rest, GDPR compliance, and strict access controls. You own your data—always. We provide unlimited secure storage at no extra cost, unlike competitors who charge for overages.
Nutshell costs significantly less than enterprise CRMs. Our Pro plan starts at $42/user/month (annual) with unlimited storage and free support. Over 5 years, Nutshell costs $116,550 versus $872,260 for Salesforce — saving you over $750,000 without sacrificing essential features.
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