MagicWand
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🛡️ CRM for insurance agencies

Every renewal, every policy, on time.

MagicWand is the AI CRM for insurance agencies: it captures email, calendar, calls and documents automatically, remembers every promise, and tells you who needs you next.

Try the live demo$50/user/mo · everything included
What is the best CRM for insurance agencies?

The best CRM for insurance agencies is one your team will actually keep current. MagicWand removes data entry entirely — it reads the channels where your relationships happen and ranks what to do next with Promises™ — so the record stays accurate without anyone typing into it.

The problem

What breaks CRM for insurance agencies

  • Renewals discovered too late
  • Cross-sell opportunities nobody sees
  • Consent requirements for outreach

Renewal awareness

Ask who renews in 30 days — get a list.

Cross-sell signals

Coverage gaps surfaced from real conversations.

Consent hard-gated

Outreach blocked without recorded consent.

Audit trail

Every contact with a policyholder, permanently recorded.

Just ask

Questions insurance agencies ask MagicWand

Who renews in the next 30 days?
Which households have auto but no home policy with us?
When did we last speak with the Garcias?

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FAQ

Frequently asked questions

Why do insurance agencies need a CRM?
Renewals, cross-sell and compliance all depend on remembering every conversation with every household. A CRM that captures them automatically makes that memory reliable.
How much does MagicWand cost for insurance agencies?
$50 per user per month with every feature included — no editions, AI credits or add-ons.
How long does setup take?
Most teams connect email and calendar in minutes; Book Builder creates contacts from your inbox the same day.
Do I need to migrate from my current CRM or spreadsheet?
Not to get started. Run MagicWand alongside your current system and switch when you're ready.
Ready when you are

Stop feeding your CRM. Start talking to it.

Explore the live demo with a sample book of business. $50 per user per month when you're ready — every feature included.

Try the live demoSee pricing