Can you work with my existing CRM or do I have to switch to HubSpot?

We work with what you have. HubSpot is our go-to recommendation for most small businesses because of its free tier and flexibility, but we integrate with Salesforce, Pipedrive, Zoho, and others.

How do you handle data migration from spreadsheets?

We clean, deduplicate, and map your data before importing. You review a sample batch before we do the full migration. No data loss, no duplicates.

Will my team actually use it this time?

That's the number one question we hear. We design the CRM around your team's actual workflow — not the other way around. If it's easier than what they're doing now, they'll use it.

How long does a full CRM setup take?

A basic setup takes 3–5 days. Integration with other tools adds 1–3 weeks depending on complexity. Enterprise-grade setups with multiple departments take 3–6 weeks.

Insurance

Policy data lives in the carrier portal, leads in a spreadsheet, and renewals in someone's calendar — there's no single view of the client.

Insurance agencies juggling 5+ carrier portals with no unified CRM miss renewals, duplicate data entry, and can't cross-sell effectively. An agency with 500 policies losing 5% to missed renewals is leaving $50K+ in annual commissions on the table.

Three ways to solve this

Pick the tier that matches where your team is today. Each includes a clear workflow, the tools involved, and what you can expect.

Starter

3–5 days

1–10 employees, no CRM or using a spreadsheet as a CRM, ready for a real system.

Workflow

1Set up HubSpot Free CRM with pipelines that match your actual sales process — not a generic template.
2Import existing contacts from spreadsheets, email, and any other sources into a clean, deduplicated database.
3Connect your website forms and email so new leads flow into HubSpot automatically.
4Train the team with a 60-minute walkthrough and a one-page quick-reference guide.

Tools

HubSpot Make Google Workspace

Outcomes

One place to see every contact and deal — no more spreadsheet chaos.
New leads appear in your pipeline automatically.
Team adopts the CRM because it's simple and matches how they actually work.
Full setup complete in under a week.

Growth

1–3 weeks

10–50 employees, CRM exists but it's disconnected from email, invoicing, and project management tools.

Workflow

1Audit current CRM usage: what's working, what's ignored, what data is stale.
2Build Make integrations connecting HubSpot to your invoicing tool (QuickBooks, Xero), project management (Asana, Monday), and communication channels (Slack, email).
3Set up two-way sync so deal updates in HubSpot automatically update linked records — and vice versa.
4Create a weekly automated pipeline report delivered to Slack and email every Monday morning.

Tools

HubSpot Make Slack QuickBooks

Outcomes

CRM stays up to date without anyone manually entering data.
Deal closes in HubSpot automatically trigger invoicing and project setup.
Pipeline visibility improves — managers see real numbers, not guesses.
Team saves 5+ hours per week on manual data entry.

Scale

3–6 weeks

50+ employees, multiple departments using different tools, needs a unified data layer.

Workflow

1Map the full data flow across sales, operations, finance, and customer success — identify every handoff point.
2Build a hub-and-spoke integration architecture with HubSpot as the source of truth, connected to ERP, billing, support, and project tools via Make and n8n.
3Implement custom properties, calculated fields, and automated lifecycle stages that match your actual revenue operations.
4Deploy monitoring: if any integration fails or data drifts out of sync, the ops team gets an alert within minutes.

Tools

HubSpot Make n8n Slack

Outcomes

Single source of truth across every department.
Data flows automatically between 5–15 connected tools.
Integration failures are caught and resolved in minutes, not days.
Revenue operations team has real-time visibility into the full customer lifecycle.

This solution for other industries

Same problem, different context. See how crm setup & integration automation looks in other industries.

Construction & Trades Healthcare & Clinics Law Firms Real Estate Professional Services E-commerce & Retail Agencies & Consultants Accounting & Finance Manufacturing Hospitality Education Logistics & Transportation Nonprofits Home Services

More automations for Insurance

Other automation solutions we build for teams in insurance.

Lead Follow-Up Outbound Lead Generation Website Visitor Identification Client Onboarding Data Entry & Sync Proposal Generation Sales Call Preparation

Frequently Asked Questions

Book a discovery call

Tell us where crm setup & integration is costing your insurance team time and we'll map out exactly how to fix it.

Book a Call Back to CRM Setup & Integration

Need more? We also offer custom solutions beyond the sprint model. Tell us what you need