Forge For Insurance Agencies
Turn policyholders into lifelong clients.
Forge elevates your existing CRM to help agents drive policy renewals, deepen client trust, and deliver exceptional service effortlessly.
Empower agents to
focus, anticipate, and scale.
Take the guesswork out of relationship building.
Forge’s Warmth Scorecard provides agents with a comprehensive view of their client relationships.
It highlights connections that need attention and celebrates those that are thriving. By identifying opportunities for improvement, agents can deepen trust, foster loyalty, and refine their relationship-building skills with confidence.
Personalize every client interaction.
Forge helps you deliver standout service by providing AI-powered insights, such as birthdays, hobbies, and local trends, to build trust and loyalty effortlessly.
Stay organized with all client details at your fingertips, from policy information to personal notes, so every interaction feels seamless and professional.
Cut admin work, growth connections.
Free up time for high-impact client conversations while managing your policyholder base more effectively.
Forge reduces manual data entry, automates renewal follow-ups, and simplifies workflows—helping you focus on building trust with clients instead of juggling administrative tasks.
Why Forge is Built for Insurance Agents
Never Miss a Detail
Forge’s calendar-notes syncing delivers personalized client insights—like birthdays, family details, and hobbies—right before meetings, so agents can build trust and make clients feel valued as people, not policies.
Let AI Do the Research
Save time with automated client research that delivers concise, actionable profiles, helping agents quickly understand clients’ interests and uncover opportunities for deeper connections.
Smart KPIs
Forge’s Warmth Scorecard helps agents measure the strength of client relationships and identify areas that need attention. By focusing on the right connections, agents can improve retention, drive renewals, and build loyalty that lasts.
Secure
Forge is built with world-class security to protect sensitive client information. From 256-bit encryption to single sign-on protocols, Forge ensures data stays safe while seamlessly integrating with your CRM or working as a standalone platform.
Enterprise-grade security & compliance.
Forge keeps you compliant with industry regulations and safeguards sensitive policyholder information—so you can focus on client relationships.
Secure by design
Enterprise-grade encryption and strict access controls.
Compliance-first workflows
Built to align with financial and regulatory guidelines like SEC, FINRA, and industry data privacy laws.
Validated at scale
Audited and approved for use by Fortune 50 companies operating under the world’s most demanding regulations.
You might be thinking:
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Absolutely. Forge seamlessly integrates with systems like Salesforce, HubSpot, and Outlook. We enhance the tools your team already knows and trusts—no overhaul required.
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Extremely secure. Forge uses enterprise-grade encryption and follows the highest security standards to protect your sensitive client information. Your data remains yours—always.
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Forge is built on timeless relationship-building principles—like How to Win Friends and Influence People—and industry-tested sales best practices. Using AI, we automate these proven strategies to surface the most important insights: client news, life events, and milestones. Whether you’re on the golf course, at lunch, or prepping for a meeting, Forge ensures you show up prepared, so you can deepen trust and deliver value effortlessly.
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Your notes app is a silo. Forge connects your insights to your CRM, automates reminders, and prioritizes actions—so you spend less time searching for notes and more time growing relationships.
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Nope. Forge reduces admin time by automating workflows and data capture. We make your existing CRM smarter so your team can focus on clients, not processes.
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Yes. Forge is intuitive, requires minimal onboarding, and works right alongside the tools your team already uses every day.
See what Forge can do for your team.
Let’s talk about how Forge can help your team build stronger policyholder relationships, increase renewals, and save time—without disrupting your existing CRM or workflows.