Predictable Policy Growth 

HubSpot is a flexible CRM—but it’s not tailored to the insurance stack out of the box. That’s where Learners.ai comes in.

We reconfigure HubSpot to fit how real insurance firms operate, with:

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

Whether you're a carrier coordinating channel partners, an MGA scaling multi-state distribution, or an agency managing policy servicing at scale—we build a CRM that fits your business, not the other way around.

This isn’t a plug-and-play CRM.
It’s your sales and servicing infrastructure—built right.

It makes your revenue teams faster, more coordinated, and easier to manage.

For Carriers & MGAs:

• • • • Producers and partners get clearer quoting workflows and fewer bottlenecks
      • Channel managers gain visibility into broker activity and pipeline
      • CX and marketing teams work from shared data—no more swivel-chair chaos

For Agencies & Group Benefits:

• • • • Producers stop chasing paperwork and start deepening relationships
      • Account managers onboard and renew faster with automated reminders
      • Leadership sees what’s stalling growth, and how to fix it

We streamline the handoffs, reduce the noise, and make your CRM a source of real operational clarity—not a mess of disconnected tools.

Yes—and we make it even more so.

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

But Learners.ai goes further. We:

• • • • Configure role-based access to protect client records
      • Align workflows with your internal compliance rules
      • Set up audit tracking, retention policies, and permission groups

This isn’t a generic CRM install. It’s a tailored setup that satisfies your carrier, legal, and compliance teams.

Yes. Integration is our specialty—and we don’t break your systems to do it.

We’ve connected HubSpot to platforms like:

• • • • Guidewire, Vertafore, Applied Epic, Salesforce, and homegrown AMS tools
      • Document management systems and underwriting portals
      • Quoting engines and payment processors

Your producers, CSRs, and account teams don’t need to juggle 4 tabs to get the full picture. We sync the right data, to the right people, at the right time.

You’re not starting from scratch. Most firms aren’t working with clean data—we’re used to that.

We handle:

• • • • Spreadsheet consolidation and deduplication
      • Migrations from legacy systems like Salesforce, Redtail, and AMS tools
      • Cleanup and normalization of policy, account, and contact records

You’ll walk away with a clean, structured CRM environment.
No more duct tape, no more data anxiety.

Most firms go live in 3–4 months, depending on complexity and team size.

Our 6-Phase Implementation Framework:

1. 1. 1. 1. Architect – Align CRM strategy with your GTM model and workflows
            
            
         2. Design – Build frameworks for distribution, onboarding, renewals, and CX
            
            
         3. Build – Develop integrations with AMS, portals, quoting tools
            
            
         4. Deploy – Launch in phases to minimize disruption and ensure adoption
            
            
         5. Optimize – Drive usage with the right signals (renewal triggers, account health)
            
            
         6. Maintain – Support, refine, and evolve post-launch

We build it right the first time—and evolve it with you.

You don’t get left behind after go-live. We provide:

• • • • Certified onboarding specialists to walk your team through every phase
        
        
      • Role-based training for producers, CSRs, marketing, and ops
        
        
      • Live workshops and recordings for adoption and new feature rollouts
        
        
      • Ongoing support to troubleshoot, refine, and scale your setup

This is a long-term partnership, not a one-time install.

The whole revenue team—not just your admins.

• • • • Producers use it for pipeline, quoting, and follow-up
        
        
      • Marketing teams use it for broker engagement and lead gen
        
        
      • Servicing & renewal teams use it to automate tasks and track policies
        
        
      • Executives use it for pipeline clarity and growth planning
        
        
      • Ops & compliance use it to control data, workflows, and access

HubSpot becomes the central nervous system—not a silo on the side.

We scope every project based on your complexity, systems, and goals.

Variables include:

• • • • Number of workflows, custom objects, integrations, and team sizes
        
        
      • Migration or cleanup needs
        
        
      • Post-launch support requirements

No cookie-cutter pricing.
The best way to get a number is to book a call and let us tailor a solution to your firm.