The Ultimate Sales Enablement
Solution For All Agents
Discover the Future Of An All-In-One CRM For Insurance Agents With Horizon Agencies CRM
The Horizon Agencies CRM has revolutionized how insurance agents and their teams operate. Our cutting-edge CRM solutions, powered by artificial intelligence, empower agents to streamline their workflows, automate repetitive & tedious tasks, and focus on what truly matters—building relationships and growing their business.
The Ultimate Sales Enablement
Solution For All Agents
Discover the Future Of An All-In-One CRM For Insurance Agents With Horizon Agencies CRM
The Horizon Agencies CRM has revolutionized how insurance agents and their teams operate. Our cutting-edge CRM solutions, powered by artificial intelligence, empower agents to streamline their workflows, automate repetitive & tedious tasks, and focus on what truly matters—building relationships and growing their business.
Horizon Agencies is Essential for Every Insurance Agent's Sales Infrastructure
A CRM Tailored to You
From creating custom automations to building fields for storing crucial client data, we are with you through every step of the process, ensuring the CRM fits your unique needs perfectly.
The Ultimate Speed-To-Lead System
Utilize various automations to send and schedule custom texts and emails, efficiently nurturing your leads and increasing your chances of conversion.
Sales Enablement Pipeline
Inside Horizon Agencies CRM, you have access to in-depth sales pipelines tailored to your needs with visibility on both desktop and mobile apps.
Increase Client Referrals
Acquire clients on autopilot as a byproduct of excellent service, thanks to our custom referral encouragement campaigns. Turn satisfied customers into your best promoters effortlessly.
All-In-One Mobile App
Access your CRM from anywhere with our all-in-one mobile app. Call, text, and email your clients from any device.
Unmatched Appointment Scheduling System
Effortlessly integrate any calendar app into your CRM booking calendar, allowing you to see your entire schedule in one place.
Horizon Agencies is Essential for Every Insurance Agent's Sales Infrastructure
A CRM Tailored to You
From creating custom automations to building fields for storing crucial client data, we are with you through every step of the process, ensuring the CRM fits your unique needs perfectly.
The Ultimate Speed-To-Lead System
Utilize various automations to send and schedule custom texts and emails, efficiently nurturing your leads and increasing your chances of conversion.
Sales Enablement Pipeline
Inside Horizon Agencies CRM, you have access to in-depth sales pipelines tailored to your needs with visibility on both desktop and mobile apps.
Increase Client Referrals
Acquire clients on autopilot as a byproduct of excellent service, thanks to our custom referral encouragement campaigns. Turn satisfied customers into your best promoters effortlessly.
All-In-One Mobile App
Access your CRM from anywhere with our all-in-one mobile app. Call, text, and email your clients from any device.
Unmatched Appointment Scheduling System
Effortlessly integrate any calendar app into your CRM booking calendar, allowing you to see your entire schedule in one place.
Streamline & Manage All Of Your Operations In One Place With Horizon Agencies CRM
Tailored All-One CRM
Access to all of your client information In one place
Customized Contact data fields
Personalized dashboard provides an overview of all of your operations and the status of your clients/leads
Custom Automations & Data Storage: Horizon Agencies ensures that the CRM is not just a tool, but a strategic asset tailored to each agent’s business model. We work with agents to understand their workflow, and help them achieve their goals.
A CRM Specific to each Agent's Needs: Horizon Agencies customizes the CRM to match the unique requirements of each agent. This involves creating specialized fields for capturing crucial client information, setting up automation processes to streamline routine tasks, and designing dashboards that provide real-time insights.
Automation
Automated messaging to ensure efficient communication.
Automated client retention campaigns
Instantaneously contact new leads
Automated Follow-up messages and reminders
Speed-To-Lead Automations: Horizon Agencies CRM automations enable agents to instantly contact new leads, ensuring no opportunity is missed. As soon as a lead is captured, the CRM triggers an automated response, sending a personalized email or text message to initiate contact capabilities of the system also include adding leads into your power dialer in the CRM.
Increased Client Retention: Schedule personalized messages to send to your active clients for an unlimited period, allowing you to save countless hours from manual follow-ups and outreach. From sending birthday greetings and policy updates to providing timely reminders about renewals and special promotions, agents can proactively address client needs and concerns, significantly enhancing client satisfaction and retention.
Sales Pipeline
Automated messaging to ensure efficient communication.
Automated client retention campaigns
Instantaneously contact new leads
Automated Follow-up messages and reminders
Speed-To-Lead Automations: Horizon Agencies CRM automations enable agents to instantly contact new leads, ensuring no opportunity is missed. As soon as a lead is captured, the CRM triggers an automated response, sending a personalized email or text message to initiate contact - capabilities of the system also include adding leads into your power dialer in the CRM.
Increased Client Retention: Schedule personalized messages to send to your active clients for an unlimited period, allowing you to save countless hours from manual follow-ups and outreach. From sending birthday greetings and policy updates to providing timely reminders about renewals and special promotions, agents can proactively address client needs and concerns, significantly enhancing client satisfaction and retention.
Integration Made Easy
Stay organized with all of your processes now in one platform
effortlessly integrates with thousands of apps
Increase efficiency
Expand Your Capabilities Effortlessly: Horizon Agencies CRM connects seamlessly with thousands of platforms, thanks to our robust integration capabilities. Whether you need to sync with your favorite apps via Zapier or connect directly with industry-specific tools, our CRM ensures all your systems work together harmoniously.
Done-For-You Integration Setup: Our dedicated support team is here to ensure the integration process is simple and hassle-free. Enjoy the benefits of a fully connected business ecosystem with Horizon Agencies CRM.
All-In-One Mobile App: Your CRM on the Go
Call, Text, And Email your clients effortlessly from anywhere
Real-Time Notifications
User-Friendly Interface
Expand Your Capabilities Effortlessly: Horizon Agencies CRM offers an all-in-one mobile app that ensures you stay connected and productive no matter where you are. With the ability to Call, Text, and Email your clients and manage your business effortlessly from any device - our mobile app brings the full power of our CRM to your fingertips.
User-Friendly Interface: Designed with ease of use in mind, the Horizon Agencies mobile app offers an intuitive interface that makes navigating and managing your CRM a breeze. Whether you are a tech-savvy agent or prefer a simpler approach, our app is designed to meet your needs.
Streamline & Manage All Of Your Operations In One Place With Horizon Agencies CRM
Tailored All-One CRM
Access to all of your client information In one place
Customized Contact data fields
Personalized dashboard provides an overview of all of your operations and the status of your clients/leads
Custom Automations & Data Storage: Horizon Agencies ensures that the CRM is not just a tool, but a strategic asset tailored to each agent’s business model. We work with agents to understand their workflow, and help them achieve their goals.
A CRM Specific to each Agent's Needs: Horizon Agencies customizes the CRM to match the unique requirements of each agent. This involves creating specialized fields for capturing crucial client information, setting up automation processes to streamline routine tasks, and designing dashboards that provide real-time insights.
Automation
Automated messaging to ensure efficient communication.
Automated client retention campaigns
Instantaneously contact new leads
Automated Follow-up messages and reminders
Speed-To-Lead Automations: Horizon Agencies CRM automations enable agents to instantly contact new leads, ensuring no opportunity is missed. As soon as a lead is captured, the CRM triggers an automated response, sending a personalized email or text message to initiate contact capabilities of the system also include adding leads into your power dialer in the CRM.
Increased Client Retention: Schedule personalized messages to send to your active clients for an unlimited period, allowing you to save countless hours from manual follow-ups and outreach. From sending birthday greetings and policy updates to providing timely reminders about renewals and special promotions, agents can proactively address client needs and concerns, significantly enhancing client satisfaction and retention.
Sales Pipeline
Automated messaging to ensure efficient communication.
Automated client retention campaigns
Instantaneously contact new leads
Automated Follow-up messages and reminders
Speed-To-Lead Automations: Horizon Agencies CRM automations enable agents to instantly contact new leads, ensuring no opportunity is missed. As soon as a lead is captured, the CRM triggers an automated response, sending a personalized email or text message to initiate contact - capabilities of the system also include adding leads into your power dialer in the CRM.
Increased Client Retention: Schedule personalized messages to send to your active clients for an unlimited period, allowing you to save countless hours from manual follow-ups and outreach. From sending birthday greetings and policy updates to providing timely reminders about renewals and special promotions, agents can proactively address client needs and concerns, significantly enhancing client satisfaction and retention.
Integration Made Easy
Stay organized with all of your processes now in one platform
effortlessly integrates with thousands of apps
Increase efficiency
Expand Your Capabilities Effortlessly: Horizon Agencies CRM connects seamlessly with thousands of platforms, thanks to our robust integration capabilities. Whether you need to sync with your favorite apps via Zapier or connect directly with industry-specific tools, our CRM ensures all your systems work together harmoniously.
Done-For-You Integration Setup: Our dedicated support team is here to ensure the integration process is simple and hassle-free. Enjoy the benefits of a fully connected business ecosystem with Horizon Agencies CRM.
All-In-One Mobile App: Your CRM on the Go
Call, Text, And Email your clients effortlessly from anywhere
Real-Time Notifications
User-Friendly Interface
Expand Your Capabilities Effortlessly: Horizon Agencies CRM offers an all-in-one mobile app that ensures you stay connected and productive no matter where you are. With the ability to Call, Text, and Email your clients and manage your business effortlessly from any device - our mobile app brings the full power of our CRM to your fingertips.
User-Friendly Interface: Designed with ease of use in mind, the Horizon Agencies mobile app offers an intuitive interface that makes navigating and managing your CRM a breeze. Whether you are a tech-savvy agent or prefer a simpler approach, our app is designed to meet your needs.
THE All-In-One CRM SOLUTION INSURANCE AGENTS HAVE BEEN ASKING FOR...
THE All-In-One CRM SOLUTION INSURANCE AGENTS HAVE BEEN ASKING FOR...
Social Media Management
Our Social Media Management services ease your workload, maintain brand consistency, and boost your online presence.
Experience the power of Horizon Agencies
SEO Services
Dominate search engine rankings and increase organic traffic to your website with our cutting-edge SEO strategies.
Automated Lead Generation
Leave the hard work of lead generation to us. Our automated systems will deliver high-quality leads directly to your team.
Online Reputation Management
Your online reputation can make or break your business. With Horizon Agencies' Online Reputation Management services, you can take control of your brand image.
Website Design
Your website is your first impression. Horizon Agencies' Website Design creates memorable, user-friendly sites optimized for all devices and maximum conversion rates.
Your Path to Digital Success
At Horizon Agencies, we're here to help your business reach new heights in the digital world. With a comprehensive suite of services, we can boost your online presence, generate leads, and craft a compelling brand narrative that resonates with your audience.
Ready to Take the Leap?
Your Path to Digital Success
At Horizon Agencies, we're here to help your business reach new heights in the digital world. With a comprehensive suite of services, we can boost your online presence, generate leads, and craft a compelling brand narrative that resonates with your audience.
Ready to Take the Leap?
We know that insurance agents often struggle with time-consuming manual tasks. That’s why we’ve developed a CRM that helps you reclaim valuable time by automating these processes. From scheduling appointments to following up with clients, our system takes care of the details, so you don’t have to.
Effective Automation Tools Designed Specifically For Agents
Horizon Agencies CRM provides powerful tools designed to boost your productivity and client engagement. Automated Client Follow-Up sequences ensure that you never miss an opportunity to connect, Increasing Client Retention and satisfaction. Additionally, our pre-built funnels are Tailored For Insurance Agents, helping you efficiently manage and convert leads.
Automated Email Marketing - Horizon Agencies CRM
Automated Email Marketing Campaigns
Pre-Built for All Insurance Products: Access a wide range of ready-made email campaigns tailored to different agent solution offerings.
Fully Customizable: Easily modify content to reflect your brand’s voice and the specific needs of your clients.
Automated Scheduling: Set up campaigns to be sent at optimal times, ensuring your messages reach clients when they’re most likely to engage.
Seamless Integration with Funnels: Link email campaigns directly to your sales funnels, driving appointments and conversions without any manual effort.
Horizon Agencies CRM provides insurance agents with fully customizable pre-built email marketing campaigns for all insurance products. These campaigns are not only tailored to specific insurance offerings like auto, home, life, and health, but they are also fully automated, allowing you to save significant time. By automating your email marketing, you ensure consistent, timely communication with your clients without the need for manual intervention. Simply customize the content to match your brand, set up the schedule, and let our CRM do the rest—keeping your clients engaged and your business growing effortlessly.
Reputation Management
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
We know that insurance agents often struggle with time-consuming manual tasks. That’s why we’ve developed a CRM that helps you reclaim valuable time by automating these processes. From scheduling appointments to following up with clients, our system takes care of the details, so you don’t have to.
Effective Automation Tools Designed Specifically For Agents
Horizon Agencies CRM provides powerful tools designed to boost your productivity and client engagement. Automated Client Follow-Up sequences ensure that you never miss an opportunity to connect, Increasing Client Retention and satisfaction. Additionally, our pre-built funnels are Tailored For Insurance Agents, helping you efficiently manage and convert leads.
Automated Email Marketing - Horizon Agencies CRM
Automated Email Marketing Campaigns
Pre-Built for All Insurance Products: Access a wide range of ready-made email campaigns tailored to different agent solution offerings.
Fully Customizable: Easily modify content to reflect your brand’s voice and the specific needs of your clients.
Automated Scheduling: Set up campaigns to be sent at optimal times, ensuring your messages reach clients when they’re most likely to engage.
Seamless Integration with Funnels: Link email campaigns directly to your sales funnels, driving appointments and conversions without any manual effort.
Horizon Agencies CRM provides insurance agents with fully customizable pre-built email marketing campaigns for all insurance products. These campaigns are not only tailored to specific insurance offerings like auto, home, life, and health, but they are also fully automated, allowing you to save significant time. By automating your email marketing, you ensure consistent, timely communication with your clients without the need for manual intervention. Simply customize the content to match your brand, set up the schedule, and let our CRM do the rest—keeping your clients engaged and your business growing effortlessly.
Reputation Management
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
Privacy And Security
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
Secure Data Handling: Our CRM ensures that all client information, especially health-related data, is encrypted and stored in compliance with HIPAA regulations.
Avoid Risk: Using a non-HIPAA-compliant CRM can put your clients' sensitive data at risk, leading to potential legal and financial consequences.
Trust and Credibility: Demonstrating your commitment to data security enhances trust with your clients, making them feel confident in your services.
Peace of Mind: With Horizon Agencies CRM, you can focus on growing your business, knowing that your clients' sensitive information is protected by the highest standards of data security.
What If I Don't Know How to Set All This Up?
Don’t Worry—We’ve Got You Covered
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
Privacy And Security
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
Secure Data Handling: Our CRM ensures that all client information, especially health-related data, is encrypted and stored in compliance with HIPAA regulations.
Avoid Risk: Using a non-HIPAA-compliant CRM can put your clients' sensitive data at risk, leading to potential legal and financial consequences.
Trust and Credibility: Demonstrating your commitment to data security enhances trust with your clients, making them feel confident in your services.
Peace of Mind: With Horizon Agencies CRM, you can focus on growing your business, knowing that your clients' sensitive information is protected by the highest standards of data security.
What If I Don't Know How to Set All This Up?
Don’t Worry—We’ve Got You Covered
Horizon Agencies CRM offers powerful reputation management tools that help you build and maintain a positive online presence. After every sale, our system automatically sends review requests to your clients, encouraging them to share their positive experiences on platforms like Google. These automated post-sale review requests are designed to increase the number of favorable reviews, helping you attract more clients and establish trust in your services.
Private Payment Processing
Credit Card Processing that's Fast, Efficient, & Reliable!
Consumer Financing
Equipment Sales
Full Point-Of-Sale Systems
Interchange Optimization
High Risk Payment Processing
Web and eCommerce Payments
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