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Insurance Agency Growth Platform

Common Challenges

Where insurance agencies lose revenue

  • Leads are not tracked properly across website, phone, social and referrals.
  • Follow-ups depend on manual reminders and individual habits.
  • Renewal, cross-sell and win-back opportunities are missed.
  • Marketing performance is difficult to measure clearly.

Our Solution

A connected digital ecosystem

  • Modern website and quote forms built for conversion.
  • CRM workflows for lead tracking, quote management and follow-up.
  • Email, SMS and retention automations that run continuously.
  • Reporting dashboards that show activity, performance and opportunities.

Service Packages

Choose the right growth stage

Each package builds on the previous one, allowing the agency to start with a strong foundation and scale into advanced automation and acquisition.

Launch

For agencies that need a professional digital foundation and structured lead management.

Setup Fee
€2,500
Monthly Fee
€450
  • Website built with SEO best practices
  • Online quote forms / questionnaires
  • CRM with quote management
  • Email automations for cross-sell
  • Working hours support
Most Popular

Growth

For agencies focused on visibility, consistent follow-up, retention and customer communication.

Setup Fee
€4,500
Monthly Fee
€750
  • Everything in Launch
  • 2 blog articles per month
  • Social media management, 1 post per week
  • CRM: performance reports
  • Birthday, renewal and win-back automations
  • SMS automations
  • 24/5 support

Scale

For agencies ready to add AI, lead scoring, integrations and paid acquisition systems.

Setup Fee
€8,500
Monthly Fee
€1,750
  • Everything in Growth
  • 3 blog articles per month
  • Social media management, 2 posts per week
  • AI chatbot for website support
  • AI lead scoring in CRM
  • Automated affiliate / referral system
  • 1 custom integration included*
  • Google & Facebook ads campaigns
  • 24/7 priority support

*Includes one custom integration, such as an external API or payment gateway, within the agreed implementation hours. Larger or additional integrations are quoted separately.

Package Comparison

Side-by-side overview

Feature Launch Growth Scale
Setup Fee €2,500 €4,500 €8,500
Monthly Fee €450 €750 €1,750
Website with SEO best practices
Online quote forms / questionnaires
CRM with quote management
Email automations for cross-sell
Blog articles 2 / month 3 / month
Social media management 1 / week 2 / week
CRM: performance reports
Birthday, renewal and win-back automations
SMS automations
AI chatbot for website support
AI lead scoring in CRM
Automated affiliate / referral system
Custom integration 1 included*
Google & Facebook ads campaigns
Support Working hours 24/5 24/7 priority

*Includes one custom integration, such as an external API or payment gateway, within the agreed implementation hours. Larger or additional integrations are quoted separately.

Customer Journey

From first visit to policy renewal

1

Lead

Visitor comes from search, ads, social or referral.

2

Quote Form

The website captures the right information.

3

CRM

Lead, quote and status are tracked.

4

Follow-Up

Automations remind the team and customer.

5

Sale

The opportunity moves into quote or policy.

6

Renewal

Renewal and cross-sell campaigns continue.

Annual Partnership

Annual payment removes the setup fee

Choose an annual agreement and the package setup fee is waived, including onboarding and implementation.

Annual payment benefit
Monthly plan
€2,500-€8,500
setup fee
Annual plan
€0 setup
  • No upfront setup fee when paid annually
  • Full onboarding and implementation included

Why Fullsolid

Built by a development-first agency

We combine software engineering, CRM, automations, integrations and digital growth systems into one long-term operating platform.

  • Custom software and internal tools expertise
  • Workflow automation and system integrations
  • Long-term support beyond launch

Next Step

Let’s build your agency’s growth engine.

Fullsolid

www.fullsolid.com

(+357) 700 70 307

[email protected]