Surge by Thrive

Sign up Now

Simplify Quotes, Automate Workflows, and Strengthen Your Reputation

Insurance Agency Marketing & Automation Software

For insurance agencies, growth depends on fast responsesand building client trust.Surge by Thrivehelps you generate quotes through custom forms, streamline policy workflows, and request reviews that boost your reputation— all from one easy-to-use platform.

Get Started Now
Watch A Demo
Service page hero image
Screenshot of a digital funnel builder interface showcasing landing page creation features, with text highlighting ease of use for real estate services and a contact form for potential clients.

The Challenges Insurance Agencies Face

Insurance professionals handle a high volume of inquiries,but without the right system, it’s easy for quotes to get delayed or lost.Manual follow-ups drain valuable timeand can leave clients waiting, while competitors move faster.

At the same time, reputation is everything.Agencies with stronger online reviewsoften win more business, but consistently requesting and managing feedbackcan be difficult without automation.

How Surge Helps Insurance Agencies Grow

Surge brings efficiency to every stageof the process — from capturing leads to delivering quotes and collecting reviews.With smart formsand automated workflows,agencies can handle more clients with less effort.

With Surge, you can:

  • Collect client details and quote requests instantly with Custom Forms
  • Automate follow-ups and task management through Workflow Automations
  • Strengthen your reputation by requesting and showcasing more 5-star reviews
Digital dashboard displaying analytics and session reminders for The Peoples Group, emphasizing automated follow-up and lead nurturing features.
Medical review request interface with star ratings, customer testimonials, and buttons for Google and Facebook reviews, emphasizing automated feedback collection and customer engagement for reputation management.

Why Insurance Agencies Choose Surge

Surge is built for agencies that want to improve client communicationand streamline operations without unnecessary complexity.It’s affordable compared to hiring more staff,scales easily with your book of business, and works seamlessly across desktop, tablet, or mobile.

Onboarding is fast too:we’ll help set up your forms, workflows, and review requests so you’re ready in days.

Real Outcomes for Insurance Agencies

Agencies using Surge see faster quote deliveryand improved client relationships.

  • Quicker turnaround times with automated form-to-quote workflows
  • Stronger client communication through timely follow-ups
  • More 5-star reviews that build trust and credibility online
  • Hours saved weekly by reducing manual admin work

With Surge, insurance agencies can deliver quotes faster, manage policies more efficiently, and build reputations that attract new clients.

Visual representation of Surge by Thrive's digital solutions, featuring icons for appointment reminders, lead tracking, and communication tools, emphasizing streamlined processes for surveys and document management.

Join 2,300 + Surge by Thrive Customers!

Christian Kuzdub
Christian Kuzdub
Kuzdub HVAC Solutions
Surge by Thrive

I would give Surge by Thrive a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I highly recommend it!

Janiece Nicolette
Janiece Nicolette
Komo Roofing
Surge by Thrive

I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.

Learn How Our All In One Sales & Marketing CRM Can Transform Your Business

Share Your Value

Build Your Online Presence

Attract More Clients

Get Started

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

Get it on Google Play button promoting Surge by Thrive's mobile app for sales and marketing tools.
Image of a mobile app interface showcasing Surge by Thrive's sales and marketing tools for small businesses, emphasizing real-time notifications and client communication features.

*Account required for app download

Mobile app interface displaying sales and marketing dashboard for small businesses, featuring client interactions, pipeline value, and recent activities.