Five layout views, custom drag-and-drop stages, color-coded aging, and one-click loss run requests — built around how P&C agencies actually win commercial accounts, not adapted from a generic CRM.
Active Deals
47
+8 this week
Pipeline Value
$1.24M
+12%
Avg. Days in Pipeline
18
↓ 3 days
Win Rate
34%
+5%
What it is
An insurance sales pipeline is a visual system that tracks every prospect from first contact to bound policy. Insurstein's pipeline is purpose-built for P&C agencies — with commercial-lines-specific fields, five layout views, color-coded deal aging, and built-in loss run requests — rather than adapted from a generic sales CRM.
Define your own stages or start with proven defaults: Lead, Contacted, App Started, Quoted, Proposal Sent, and Bound. Drag deals between stages as they progress. Every deal card shows premium estimate, line of business, days in stage, and aging color — so producers see what needs attention without a manager asking.
Capture the data that drives commercial quoting: entity type, DOT and MC numbers, FEIN, lead source, effective date, and expiring carrier. Assign multiple producers to split deals and track contributions clearly. One-click actions let you call, email, or request loss runs from the pipeline card without leaving the board.
Core capabilities
Move deals visually through your custom pipeline stages.
Reorder columns, rename stages, and add new ones to match your agency's sales process. Deals sync instantly across all producers, so everyone sees the same state without refreshing.
Call, email, or request loss runs directly from a deal card.
One-click quick actions eliminate app-switching. Initiate a call through the built-in phone system, fire off an email, or send a loss run request to the insured's prior carrier, all from the pipeline card.
Spot stale deals instantly with visual aging indicators.
Deals automatically shift color as they age in a stage. Green means fresh, amber means attention needed, and red signals a stale lead. Aging thresholds are configurable per stage so quoting gets more runway than initial contact.
Assign more than one producer to any deal.
Commercial lines deals often involve multiple team members. Assign a primary producer and additional collaborators. Each producer sees their deals on their own dashboard while managers get the full-agency view.
Capture DOT, MC, entity type, and line-of-business data natively.
No more custom-field hacks. Fields like DOT number, MC number, entity type, FEIN, and NAICS code are first-class citizens. This means better data quality, faster quoting, and cleaner submissions to carriers.
Track conversion rates, pipeline velocity, and premium volume.
See win rates by producer, average days to close by line of business, and total pipeline premium at a glance. Identify bottleneck stages and coach producers with data instead of guesswork.
What they don't do
Tracking prospects in Excel means no real-time visibility, no aging alerts, and constant version conflicts when multiple producers update the same file.
Tools built for SaaS sales don't understand policy effective dates, lines of business, or loss run workflows. You end up building workarounds on top of workarounds.
Physical tracking is invisible to remote staff, impossible to report on, and vanishes the moment someone erases the board or loses the note.
Using your legacy AMS activity module as a makeshift pipeline means no visual stages, no drag-and-drop, and no quick way to see total pipeline value.
Sorting prospects into email folders gives you zero premium estimates, no aging awareness, and no way to assign leads to specific producers.
Logging into six different carrier portals to check quote statuses wastes hours each week. A centralized pipeline shows every deal's status in one view.
What it takes off your plate
Insurstein tracks how long each deal has been in its current stage and applies color-coded alerts so stale leads surface before they go cold.
Trigger a loss run request directly from a deal card. The request is logged, timestamped, and linked to the prospect's profile automatically.
When a deal moves stages, assigned producers and managers receive real-time notifications so no handoff is missed.
When a deal is marked as bound, Insurstein prompts you to convert the prospect into a full client record, carrying over every field already captured.
Win rates, average premium per deal, and close velocity are calculated per producer automatically, giving managers coaching data without manual reporting.
Insurstein flags potential duplicate prospects based on company name, FEIN, or DOT number so two producers don't chase the same account.
A day in the life
8:00 AM
Open the pipeline view and scan for deals that turned amber or red overnight. Two leads in the Quoted stage have been sitting for 14 days without a response.
8:30 AM
Click the quick-action call button on the first stale deal. After the call, drag the deal to Proposal Sent and add a note. Repeat for the second deal.
10:00 AM
A referral comes in for a 30-truck fleet. Create a new deal, enter the DOT number and entity type, set the premium estimate, and assign a co-producer.
1:00 PM
The new fleet prospect needs loss runs from their expiring carrier. Hit the loss run request action, and the request is logged and linked to the deal.
3:30 PM
Pull up pipeline analytics for the weekly sales meeting. Show total pipeline premium, deals won this month, and average days to close by line of business.
Daily impact
Deals Touched
Calls Made
Pipeline Added
Deals Won
See every prospect, every stage, and every follow-up in one pipeline built for insurance agencies.