From new lead to closed policy.
No feature tour. Just the exact flow your agents and managers will use every day.
The four leaks draining your revenue — and the numbers behind fixing them.
Based on what teams typically see in the first 30–60 days of running one clear system.
Hot leads go cold because follow-ups get forgotten
Daily task list — every lead has an owner and a next step
Renewals slip away and recurring revenue leaks out
Automatic renewal reminders weeks before every due date
Client history walks out the door when agents leave
All notes, contracts, and history stay in the company
New agents take months to close their first policy
Training hub with scripts, videos, and objection handling
Built for insurance teams that want more clients and less chaos.
Insurance Agencies
For agencies managing leads, clients, renewals, and multiple agents — that need one source of truth instead of ten spreadsheets.
Sales Managers & Team Leads
For leaders who need real visibility — who called, what's stuck, which renewals are due — without asking agents one by one.
Insurance Agents
For agents who want a dead-simple daily system: open the app, see today's calls and follow-ups, close more policies.
Growing Teams
For agencies adding agents, leads, or locations — with training, onboarding, and templates that scale without chaos.
If your team sells insurance, manages leads, and follows up with clients — Conquest was built for you.
Stop paying for five tools your team doesn't use.
Most insurance teams stitch together a CRM, docs, a call app, and spreadsheets — and still lose leads between them.
— plus hours of admin, invisible underperformance, and the leads lost in the gaps between tools.
FULL ACCESS · CANCEL ANYTIME
Teams that switched. In their own words.
“First CRM my agents opened without me forcing them. The daily task list is the whole reason — they just see who to call and do it.”
“We found 40+ renewals sitting in an Excel file nobody checked. The reminders alone paid for the switch in the first month.”
“An agent left in March. For the first time ever we kept every client, every note, every renewal date. Nothing walked out the door.”
“Our new hire closed her first policy in week three. Before Conquest that took three months minimum. The training hub does the onboarding for me.”
Find where your insurance team
is leaking leads, renewals, and revenue.
Free. You get a custom report, not a generic PDF.