HarborIQ launches free insurance agency CRM
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HarborIQ released a free CRM for independent insurance agencies, covering clients, sales pipelines, renewals, and follow-ups, available to the whole team with no credit card required. The product does not replace existing AMS and supports importing data from systems such as Epic, EZLynx, HawkSoft, and NowCerts. The paid Intelligence feature costs $49 per month, charged per entire agency, and can retrieve carrier answers from the agency's own underwriting guidelines with cited page numbers, including 300 shared queries per month; after those are used up, users can wait for the monthly reset or pay $10 for 100 additional queries.
AI overview based on source reports · Updated 3 days ago
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- Hacker News AIShow HN: A free CRM with AI tools for independent insurance agencies
HarborIQ offers a free CRM for independent insurance agencies covering clients, pipeline, renewals and follow-ups, designed to sit alongside an existing AMS, with CSV imports from systems such as Epic, EZLynx, HawkSoft, NowCerts and AMS360. Its paid Intelligence tier is $49 a month for the whole agency and answers carrier questions from the agency's own carrier guides, citing the source page, with 300 shared checks a month. The free CRM requires no card and has no per-seat fee.
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