Insurance & Benefits

Q: What exactly does Learners.ai do for insurance firms using HubSpot for Insurance?

Learners.ai helps insurance firms get full value from HubSpot for Insurance by tailoring it to how real carriers, MGAs, and agencies operate. HubSpot is a flexible CRM, but it is not built for the insurance stack out of the box. Learners.ai reconfigures HubSpot to fit how real insurance firms operate. We tailor it with custom data models for policies, accounts, producers, and quoting, seamless workflows across quoting, renewals, onboarding, and servicing, and deep integrations with AMS, policy, and rating systems. Whether you are a carrier, MGA, or agency, we build a CRM that fits your business, not the other way around.

Q: How does HubSpot for Insurance fit into our existing systems and workflows?

HubSpot for Insurance acts as the engagement layer that unifies sales, distribution, and service without replacing your AMS or policy systems. Producers and account teams manage renewals, follow-ups, and client communications in one place while data stays in sync across systems like Applied Epic or Guidewire. It gives your team a single workspace for visibility, collaboration, and decision-making across every stage of the customer lifecycle.

Q: Is HubSpot for Insurance secure and compliant for insurance firms?

Yes. HubSpot for Insurance offers enterprise-grade security, including SOC 2 Type II compliance, GDPR, HIPAA with Enterprise tier, audit logs, and permission controls. Learners.ai extends this by configuring role-based access to protect client records, aligning workflows with your internal compliance rules, and setting up audit tracking, retention policies, and permission groups. Compliance is built into the way we design your CRM, not added after the fact.

Q: Can you integrate HubSpot with Applied Epic, Guidewire, or other core platforms?

Yes. Integration is one of our core specialties, and we do it without disrupting your existing systems. We have connected HubSpot to Applied Epic, Guidewire, OnBase, and JenesisNow, as well as document management systems, underwriting portals, quoting engines, and payment processors. These integrations are non-disruptive and bi-directional where possible. Typical syncs include accounts, policies, renewals, and claims data so teams get the full picture without duplicate entry or tab switching.

Q: What if our data is messy or stuck in legacy systems?

HubSpot for Insurance projects often begin with messy or incomplete data, which is normal. We handle consolidation, normalization, and deduplication across spreadsheets, AMS tools, and legacy CRMs. You will walk away with a structured HubSpot environment that connects clean, reliable data across your firm.

Q: How long does implementation take?

Implementation time for HubSpot for Insurance depends on scope and systems, but most firms go live in 2 to 3 months. There are two common tracks. Accelerator fast track is ideal for firms starting with one or two Accelerators, with typical go-live in 4 to 8 weeks and includes discovery, configuration, light integrations, testing, and team enablement. Full Insurance OS rollout combines multiple Accelerators, the Insurance Data Model, and core integrations such as Applied Epic or Guidewire, delivered in structured phases within a 3 to 4 month program and includes data migration, custom workflows, QA, and training for adoption.

Q: What are Insurance Accelerators and how are they different?

Insurance Accelerators are frameworks and reference architectures inside HubSpot for Insurance that translate complex insurance workflows into deployable, scalable modules. They are designed for processes such as Quote-to-Bind, Renewals, and Claims CX, combining HubSpot automation, data architecture, and insurance best practices to deliver measurable time to value. Unlike off-the-shelf templates, every Accelerator is configurable to your systems and data model so your team can launch confidently, integrate deeply, and scale over time.

Q: What investment should insurance firms expect for HubSpot implementation?

Pricing depends on which Accelerators are selected and whether your firm requires the Insurance Data Model or integrations with systems such as Applied Epic, Guidewire, or Duck Creek. Projects range from single-Accelerator deployments to multi-system rollouts depending on goals and environment. Each engagement is scoped around measurable outcomes such as data readiness, workflow automation, and integration depth so you invest in the capabilities that drive real operational value.

Carriers & MGAs

58% of insurers rely on legacy quoting systems.
→ Slow quoting, patchy updates, disconnected teams.

Agencies & Brokerages

Only 40% CRM adoption due to manual workarounds.
→ Broken pipelines, low broker visibility.

Group Benefits Providers

65% lack account lifecycle visibility.
→ Missed renewals, no scalable cross-sell motion.

Advisor & Producer Networks

74% of life & annuity firms lack closed-loop advisor reporting.
→ IMOs/FMOs can’t scale onboarding or track book health.

What today's teams need isn't more software. It's Architectural Certainty. We fix these critical gaps by deploying validated, industry-specific accelerators that make your CRM work—for insurance, at last.

Learners' Insurance Playbook

We stop the fragmentation. Our proprietary framework ensures your CRM is built for insurance, not just generic sales, by focusing on four core pillars:

The Data Layer: Deploying a custom insurance-native data model for policies, claims, and producer networks.
The Process Layer: Implementing pre-built Accelerators for Quote-to-Bind, Renewals, and Claims.
The Automation Layer: Leveraging AI for health scoring, segmentation, and personalized upsell recommendations.
The Visibility Layer: Unifying reporting across distribution, underwriting, and servicing for predictable growth.

Scroll down to see the visual blueprint that fixes your revenue leakage.

The Lead Gen Engine

Your CRM-powered engine for smarter outreach.

From list upload to follow-up, this engine routes producers, partners, or policyholders by license class, geography, or channel—then scores and sequences them for outreach.

No duct tape. No compliance risk. Just growth-ready distribution.

Lead Gen Lead Scoring Lead Routing Lead Nurturing

Define & Target Audience

Content Placement & Distribution

All-bound Campaigns

Performance Analysis & Retargeting

Boost Qualified Traffic & Conversions

Engagement & Behavioural Data

Demographics/ Firmographics/ Technographic

Sales Activities & Deal Data

ML-Based Lead Scoring Optimizations

Optimizing Lead Scoring

Segmentation

Assign Lead Status

Territory / Channel Routing

Product/LOB Routing

Sales Rep Assignment

Nurture Trigger (Score/Stage)

Personalized Touches & Offers

Re-Engagement Campaigns

Close Lost Campaigns

Increase Sales Qualified Leads

Underwriting & Policy Lifecycle Automation

One Connected Motion: From Quote Submission to Renewal.

Route deals with everything needed: automated intake, document capture, and risk logic. No gaps between systems.

Guarantee data continuity for faster paths to bind and secure renewals.

Underwriting Policy Onboarding Renewals

Qoute Submission

Gather Documents

Reviews & Escalations

Approvals/ Endorsements

Proposal with Premium & Trerms

Policy Bound

Policy Issued

Policy Account Assignment

Welcome Package with Coverage Details

Claims Processing Guidelines

Move deal to Closed Won

Policy Expiry < 90 days

Reminders < 60 & 30 days

Send Client Email with Digital forms & meeting links

Create Renewal Package

Move renewal deal to Closed Won

Simplified Policy Operations

Claims, Health Scoring, and Revenue Growth: All in one connected flow.

Claims, renewals, upsells—all in one connected flow.

From first notice to re-engagement, this layer tracks, times, and nudges every policy action—automatically.

Claims processing Health Scoring & Retention Up sells & Cross sells

Claim Submitted By Customer

Gather Claim Details

Assigned To Claimed Adjuster

Claims Assessments

Claim Outcome

Data Aggregation

Risk Level Determination

Churn Prediction

Health Score Assignment

Customer Success Recommendation

Gather Existing Client Data

Review Risk Profile & Current Policy Information

AI Powered Recommender Engine

Policy Recommendations & Offers

New Opportunities & Deals Created

Lead Gen & Capture Engine

Fast, Compliant, Qualified Leads. Your system will:

Maximize lead quality via instant scoring and data enrichment.
Route leads compliantly to the correct licensed agent/broker.
Automate personalized nurturing and sales handoff.

Quote-to-Bind Pipeline

End-to-End Revenue Engine. Deploy the system to:

Automate intake and underwriting handoffs.
Cut new business processing time.
Seamless policy issuance and activation.

Renewal & Retention Engine

Maximize Policy LTV. This engine provides:

Automated policy renewal queues and nudges.
Proactive policy health scoring to flag risks.
Targeted communication campaigns to prevent churn.

AI Upsell & Cross-Sell Engine

Maximize Wallet Share. Leverage built-in AI to:

Identify high-potential cross-sell opportunities.
Personalize offers based on policy and behavior data.
Drive high-value engagement across the customer base.

Claims Processing & Support

Turn Pain into Loyalty. Automate this critical loop to:

Trigger post-claim service and follow-up.
Deliver personalized offers to rebuild trust.
Use claims data to improve CX and retention.

Producer Lifecyle Management

Channel Scaling & Retention. Focus areas:

Recruitment, certification, and agent onboarding.
Agent productivity tracking and churn prevention.
Unified view of network effectiveness.

Built by Insurance CRM Experts

Founded by two CFA Charterholders with over 38 years of financial services experience, Learners.ai brings deep industry fluency to CRM transformation—built specifically for carriers, brokerages, MGAs, and benefits platforms.

Your dedicated implementation team includes:

RevOps consultants, data specialists, and solution engineers
Full-stack developers with deep CRM and HubSpot expertise
Specialists in advisor onboarding, compliance, and client engagement

We bring together CRM best practices with a data-smart, AI-augmented approach—to unify your distribution, servicing, and growth engines.

HubSpot Onboarding

Set up for scale, right from the start.

Multi-Hub implementation
Pipeline & lifecycle mapping
Role & access controls
Broker & group hierarchies

CRM Migration

Migrate your data without disruption.

Data extraction & cleanup
Data enrichment & mapping
Custom object modeling
Import & QA pipelines

Platform Integrations

Connect the tools your team already uses.

Core systems (e.g. Applied Epic)
Data (Snowflake, Redshift)
Client portals & tools
Mrk & call tracking platforms

Admin & CRM Ops

We help run the CRM so your team doesn’t have to.

Pipeline & workflow tuning
Segmentation & list builds
Access & data hygiene
User support & governance

Campaign Execution

Support your distribution & marketing teams.

Email journeys & nurturing
Campaigns for brokers
Follow-ups by channel
Dashboards & reporting

Growth Optimization

Turn your CRM into a performance engine.

Conversion audits & testing
Referral tracking workflows
Attribution models
Growth & cross-sell strategy

Client Service

Power smarter service delivery with modern client tools.

Client Portal & ticketing
AI-powered chat & knowledge
Satisfaction surveys
Helpdesk metrics by team

Operations & Compliance

Stay audit-ready with CRM systems designed for oversight.

User Audit Logs
E-signature tracking
Call, quote, or claim interactions
Client communication logging

Training & Adoption

We ensure your team gets up to speed—fast.

Dedicated enablement team
Hands-on Workshops
Custom training sessions
Videos & User Guides

Reporting & Analytics

A clear view across service, revenue & operations.

Revenue attribution
Producer productivity metrics
Marketing performance metrics
Claims, renewals & conversions

What our Customers Say

Laura Beth

Vice President

qoutes-icon Canal now has a connected CRM foundation that supports not just our operations — but our General Agents, our customers, and our growth. Learners.ai understood our needs from day one, and helped us transform complex processes into automated, trackable workflows.

Marisa Fallone

Director of Marketing, Sales Advocacy, Hylant

qoutes-icon One of our primary goals was to connect our sales and service platforms to create a more seamless, efficient experience for our teams. Learners understood the complexity of the challenge and delivered a solution that made that connection possible.

Chase M.

VP of Sales

qoutes-icon We brought Learners.ai in to optimize HubSpot, and they delivered exactly what we needed: clarity and actionability. Before, tracking sales performance and card activations felt disjointed, and aligning goals with results was difficult. Learners customized HubSpot to give us real-time insights and built automations that made tracking far more efficient. Their ability to connect technical work to business development made a big difference. I now focus less on chasing data and more on driving performance. We’ve continued to retain them and I highly recommend them.

Amy B.

CRM Manager

qoutes-icon The experience with Learners has been phenomenal. We partnered with them to implement HubSpot for our company as well as ongoing relationship as support. The team is professional, dedicated, driven, and a pleasure to work with. My role is CRM Manager, so I work very closely with Salman and his team.

Chris G.

Financial Advisor

qoutes-icon Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Director of Insurance Services

qoutes-icon Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Melissa G.

SVP Customer Experience

qoutes-icon Learners.ai helped us rethink how we approach CRM in banking as part of our digital transformation. They tackled deeper challenges like disconnected systems and inefficiencies. Their work integrating HubSpot with our core banking platforms created a unified system and actionable insights. Every phase was executed with precision, ensuring smooth adoption and helping us shift to a more data-driven, customer-centric operation. The real value was how they aligned with our vision. We’ve already retained them for the next steps and highly recommend them.

You're a Growth-Driven RIA: Looking to scale your practice while maintaining that personal connection? Embrace solutions that bring your personalized services into the digital age, from content tailored to your clients' needs to digital onboarding that feels like a handshake.

Independent Financial Advisors in Transition: If manual client segmentation and lead routing are holding you back, it's time to harness automation to refine your focus – empowering you to make financial guidance your masterpiece.

Wealth Management Firms Seeking Efficiency: Elevate client interactions and slash time spent on data entry. With "WealthTech in a Box," implement strategies that resonate personally with clients, automate engagement, and integrate your CRM for operations as smooth as silk.

Marketing and Sales Leaders with Vision: Keen on optimizing your outreach? Leverage A/B testing and deep analytics to forge connections with potential clients that are not just heard but felt.

Financial Planners and Consultants Aiming for Precision: Let AI-powered lead scoring illuminate your path, focusing your expertise where it makes the most significant impact – on prospects ripe for engagement.

RevOps Specialists Craving Synergy: If disconnected systems are your bane, our integrated solutions promise a cohesive ecosystem. Experience the synergy of business process redesign and digital transformation that boosts revenue and trims expenses.

FinTech Devotees and Innovators: Are you at the crossroads of finance and tech, seeking the next peak to conquer? Delve into the depths of financial planning innovation with bespoke customization, seamless integration, and automation that sets you apart.

It's Your Time to Lead

With "HubSpot for Wealth Management," the leap into tomorrow's wealth management landscape is not just a step but a stride towards leadership. It’s where your expertise meets innovation, where your practice not only adapts but sets the pace in a digital-first financial world.

Imagine a future where your insights are empowered by cutting-edge technology, where every interaction with your clients is both a moment of connection and a testament to efficiency. This is the future "HubSpot for Wealth Management" promises – a future where your practice is the beacon for those navigating the complexities of wealth in a digital era.

Seize the moment. Elevate your practice and redefine what it means to be a financial advisor in a world where technology and personal touch are no longer at odds but in harmony.

01 What exactly does Learners.ai do for insurance firms using HubSpot for Insurance?

Learners.ai helps insurance firms get full value from HubSpot for Insurance by tailoring it to how real carriers, MGAs, and agencies operate.

HubSpot is a flexible CRM, but it is not built for the insurance stack out of the box. Learners.ai reconfigures HubSpot to fit how real insurance firms operate.

We tailor it with:

- - Custom data models for policies, accounts, producers, and quoting
  - Seamless workflows across quoting, renewals, onboarding, and servicing
  - Deep integrations with AMS, policy, and rating systems

Whether you are a carrier, MGA, or agency, we build a CRM that fits your business, not the other way around.

02 How does HubSpot for Insurance fit into our existing systems and workflows?

HubSpot for Insurance acts as the engagement layer that unifies sales, distribution, and service without replacing your AMS or policy systems.

Producers and account teams manage renewals, follow-ups, and client communications in one place while data stays in sync across systems like Applied Epic or Guidewire.

It gives your team a single workspace for visibility, collaboration, and decision-making across every stage of the customer lifecycle.

03 Is HubSpot for Insurance secure and compliant for insurance firms?

Yes. HubSpot for Insurance offers enterprise-grade security, including SOC 2 Type II compliance, GDPR, HIPAA (with Enterprise tier), audit logs, and permission controls.

Learners.ai extends this by:

- - Configuring role-based access to protect client records
  - Aligning workflows with your internal compliance rules
  - Setting up audit tracking, retention policies, and permission groups

Compliance is built into the way we design your CRM, not added after the fact.

04 Can you integrate HubSpot with Applied Epic, Guidewire, or other core platforms?

Yes. Integration is one of our core specialties, and we do it without disrupting your existing systems.

Learn more about our Applied Epic integration and Guidewire integration.

We have connected HubSpot to:

- - Applied Epic, Guidewire, OnBase, and JenesisNow
  - Document management systems and underwriting portals
  - Quoting engines and payment processors

These integrations are non-disruptive and bi-directional where possible. Typical syncs include accounts, policies, renewals, and claims data. Your teams get the full picture without duplicate entry or tab switching.

05 What if our data is messy or stuck in legacy systems?

HubSpot for Insurance projects often begin with messy or incomplete data—that’s normal.

Most firms are not starting with clean data, and that is perfectly fine. We handle consolidation, normalization, and deduplication across spreadsheets, AMS tools, and legacy CRMs.

You will walk away with a structured HubSpot environment that connects clean, reliable data across your firm. No more duct tape or data anxiety.

06 How long does implementation take?

Implementation time for HubSpot for Insurance depends on scope and systems, but most firms go live in 2 to 3 months.

There are two common tracks:

Accelerator fast track

- - Ideal for firms starting with one or two Accelerators
  - Typical go-live in 4 to 8 weeks
  - Includes discovery, configuration, light integrations, testing, and team enablement

Full Insurance OS rollout

- - Combines multiple Accelerators, the Insurance Data Model, and core integrations such as Applied Epic or Guidewire
  - Delivered in structured phases within a 3–4 month program
  - Includes data migration, custom workflows, QA, and training for adoption

Every project is phased by Accelerator so your team begins seeing value early while we continue expanding integrations and optimizing performance.

07 What are Insurance Accelerators and how are they different?

Insurance Accelerators are frameworks and reference architectures inside HubSpot for Insurance that translate complex insurance workflows into deployable, scalable modules.

They are designed for key processes such as Quote-to-Bind, Renewals, and Claims CX—each combining HubSpot automation, data architecture, and insurance best practices to deliver measurable time-to-value.

Unlike off-the-shelf templates, every Accelerator is configurable to your systems and data model, allowing your team to launch confidently, integrate deeply, and scale over time.

08 What investment should insurance firms expect for HubSpot implementation?

Pricing depends on which Accelerators are selected and whether your firm requires the Insurance Data Model or integrations with systems such as Applied Epic, Guidewire, or Duck Creek.

Projects range from single-Accelerator deployments to multi-system rollouts, depending on your goals and environment.

Each engagement is scoped around measurable outcomes such as data readiness, workflow automation, and integration depth, so you only invest in the capabilities that drive real operational value.

Predictable Policy Growth

Book a Free Strategy Session

Access the Full Accelerator Preview

Your tailored demo is ready

69% of insurance execs say fragmented systems are slowing down growth

Insurance ops are leaking revenue.

Life & Annuity

Agencies & Brokerages

Property & Casualty

Group Benefits

Learners' Insurance Playbook

The Only Insurance Data Foundation That Guarantees Growth

Book a Demo

The Lead Gen Engine

Your CRM-powered engine for smarter outreach.

Quote to Bind Automation

Automate intake. Accelerate quoting. Eliminate delays.

Underwriting & Policy Lifecycle Automation

One Connected Motion: From Quote Submission to Renewal.

Manage Policy Operations,Policy Owners and Agents

Manage Policy Operations, Policy Owners and Agents

Simplified Policy Operations

Claims, Health Scoring, and Revenue Growth: All in one connected flow.

Attribution & Analytics

The source of truth for growth decisions.

Solutions

Our Insurance Accelerator Menu