Pipedrive CRM Setup for Insurance Agents

We'll configure your entire Pipedrive CRM — pipelines, automations, contact fields, and email templates — tailored specifically for life insurance and annuities.

Get Started — $500Get Pipedrive

TFA Members: 50% off with promo code at checkout

Everything You Need, Set Up For You

We handle the entire Pipedrive configuration so you can focus on selling.

Custom Pipeline Stages

Pipelines built for insurance sales: New Lead → Contacted → Needs Analysis → Quote Sent → Application → Policy Bound

Automation Workflows

Automatic follow-up reminders, status updates, and activity scheduling so no lead falls through the cracks

Contact Fields & Segments

Custom fields for policy types, carriers, coverage amounts, beneficiaries, and renewal dates

Email Templates

Pre-built email templates for prospecting, follow-ups, policy delivery, and annual reviews

Team Setup

User accounts, permissions, and visibility rules configured for your entire team

Data Migration

We'll preserve and organize any existing contacts, deals, or notes from your current setup

Simple, One-Time Pricing

No subscriptions. No hidden fees. Pay once, get set up right.

Pipedrive CRM Setup

$500

one-time

  • Custom insurance sales pipeline
  • Automation workflows
  • Contact fields & segments
  • Email templates
  • Team setup & permissions
  • Data migration
  • 30-day post-setup support
Get Started

The Financial Architects members receive 50% off ($250). Apply promo code at checkout.

Frequently Asked Questions

Everything you need to know before getting started.