Pipeline CRM
Never lose another prospect.
Every agency management system tracks current clients. Almost none track the prospect who said 'call me in six months.' HarborIQ's built-in pipeline CRM changes that.
Every prospect tracked, automatically
From first call to bound policy, every prospect has a stage, a next step, and a follow-up date. No sticky notes. No spreadsheets.
Morning briefings that tell you what to do
The Command Center analyzes your pipeline and surfaces the highest-priority follow-ups each morning. Your team starts the day knowing exactly where to focus.
Win probability scoring
See which prospects are most likely to close and which need attention. Prioritize effort where it matters most.
No bolt-on CRM needed
Other agencies pay $79+/mo for a separate CRM like AgencyZoom on top of their AMS. HarborIQ includes prospect pipeline management in every plan.
How it works
Add a prospect in seconds
Enter the basics: name, contact info, lines of interest, and estimated premium. The pipeline card is created instantly.
Drag through stages as you work
Move prospects from Lead to Quoted to Proposal Sent to Bound. Each stage transition is logged automatically.
Get reminded before they go cold
Set follow-up dates and HarborIQ surfaces them in your Command Center. Stale prospects get flagged before they disappear.
Availability
Pipeline CRM is included on every plan. Solo, Team, and Operating System.
How HarborIQ compares
Most agency management systems were built to manage current clients and policies. HarborIQ was built to grow your book of business.
| Feature | HarborIQ | Typical AMS |
|---|---|---|
| Prospect tracking | Built-in pipeline with stages | Not included (need separate CRM) |
| Follow-up reminders | Automatic, surfaced daily | Manual calendar entries |
| Win probability | AI-scored per prospect | Not available |
| Pipeline reporting | Real-time conversion metrics | No pipeline = no reporting |
| Cost | Included in every plan | $79+/mo bolt-on (AgencyZoom, etc.) |
Founding partners get 33% off. For life.
Solo $119/mo. Team $229/mo. Operating System $399/mo. One flat price per agency. No per-user fees. Priority support and direct product team access included.
$100 fully refundable deposit. Offer closes August 1, 2026. Limited to 20 agencies.