RiseGen CRM Pro
An Insurance Agent CRM Built Around the Lead Workflow
RiseGen CRM Pro helps insurance agents organize prospects, communicate with leads and keep sales activity in one place. It is part of a broader RiseGen platform that also includes lead ordering, quoting, underwriting and sales tracking.
Keep lead follow-up organized
Insurance sales depends on consistent follow-up. RiseGen CRM Pro gives agents a dedicated place to manage contacts and communication history instead of relying on disconnected spreadsheets and apps.
Call, text and track from the same workflow
CRM Pro includes communication tools designed for day-to-day agent prospecting and follow-up.
- CRM contact and lead management
- Outbound dialer
- SMS messaging
- Voicemail drop capability
- Communication history
- Usage tracking
Connect CRM activity to the rest of your business
Because CRM Pro sits inside RiseGen, agents can use it alongside lead ordering, quoting, underwriting and sales tracking rather than treating the CRM as an isolated database.
CRM Pro is optional
Agents do not need CRM Pro to create a RiseGen account or purchase leads. CRM Pro is an optional subscription for agents who want the expanded communication and CRM feature set.
Frequently Asked Questions
Does RiseGen have a CRM for insurance agents?
Yes. RiseGen CRM Pro provides CRM and communication features built for insurance agents.
Does CRM Pro include calling and texting?
Yes. CRM Pro includes outbound calling and SMS capabilities, along with communication history and usage tracking.
Do I have to subscribe to CRM Pro to buy RiseGen leads?
No. CRM Pro is optional. Agents can create an account and purchase eligible lead products without subscribing to CRM Pro.
Put your lead workflow in one place
Create a free RiseGen account to explore lead ordering and the tools available to insurance agents.