Insurance Agency CRM
Automation, AI Tools, and Analytics
One system for lead management, follow-up automation, phone, quoting workflows, reporting dashboards,
and AI-assisted coaching.
1
Connected System
CRM, communication, automation, AI tools, and reporting - all in one system.
24/7
Lead Coverage
Support fast response and more consistent follow-up so fewer opportunities are missed.
360°
Agency Visibility
Give owners and managers better insight into activity, performance, and pipeline movement.
what's included
CRM and pipeline management
Phone, SMS, and communications center
Automated workflows
AI call coach and follow-up support
Reporting dashboards and analytics
Appointment booking
Social and lead-source integrations
Mobile app
Recommended by the BEST in the business
“Your system is awesome. It's better than any other CRM that is out there. Trust me I look at all of them before I chose you guys.”
"This System Is Awesome. Everything seems to be running pretty smoothly… everybody really likes the system and the process.”
“Little Giant has helped me obtain higher contact rate, more reviews, and more sales for my agency!”
From New Lead to Written Business
Little Giant is designed to support your agency across the full sales process,
from the first lead all the way to performance visibility and long-term growth.
Capture & Route
Bring incoming leads into a structured workflow and route them to the right person quickly.
Follow Up
Use automations, messaging, and reminders to keep outreach consistent across the team.
Track & Coach
Monitor conversations, review activity, and use AI support to improve follow-up and performance.
Measure & Grow
Use dashboards and analytics to understand what is working and where the next gains can come from.
Seamless Integration
With 100+ Tools
Integrate Little Giant With Tools You Already Love With Custom Integrations And Zapier!
STILL NOT SURE?
Onboarding Experience
We make sure you and your team are setup for success with hands on training and scheduled check-ins.
Week 1: We Build Your Account & Setup Team Onboarding
We kick off with setting the foundation for your success. During this time, we configure your CRM, provide a compliant website for A2P phone number verification, list imports and set up your lead providers. Our goal is to ensure your tools and processes are ready for immediate use. Within 3 days your entire team joins a comprehensive onboarding call designed to get everyone up to speed and working the system right away.
Week 2: Training Check-ins & Campaign Launches
Daily check-ins to answer questions, resolve any issues, and maintain momentum during the critical early days. We also take this time to launch campaigns such as Win-back or aged lead follow-up.
Week 3: Adjustments and Additions
Dive into the data that drives your agency's success. Learn to navigate your customized dashboards, track key performance metrics, and use insights to guide your decision-making for optimal results. Add on trial products to increase your teams effectiveness.
Week 4: Continued Unlimited Support
Moving forward, you have access to our support and training team whenever you need them. We're here to help you grow and make your team happy!
Frequently Asked Questions
What kind of support do you provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Do I Get Started?
Sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.
How Secure Us My Customer Data?
In 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
