We’ve driven impact in the Insurtech industry:
HubSpot implementation for insurance and MGAs
- From $4,750Setup, automation and reporting
- 1,803% more leadsAnd 4,000+ clients in a year
- $250 an hourConsulting after setup, in 5-hour blocks
Insurance sells through brokers, agents, quotes, binds and renewals. A stock HubSpot setup knows none of that. We build the portal around how your company actually sells: pipelines from quote to bound policy, follow-up that keeps brokers appointing and producing, and the reports your leadership and board read every month.
Setup starts at $4,750 and covers the CRM, the automations and the reporting. New to HubSpot? We onboard your team and hand you an account you can run. Moving from spreadsheets, Salesforce, Zoho or an agency management system? We map the data, clean it and check it against the source before anything goes live. Consulting after setup is $250 an hour, in 5-hour blocks.
We built HubSpot for Rainbow, an MGA that appointed more than 4,000 agents in under a year at $88 each with Digital Star as its marketing team, and for Functional Finance, an insurance FinOps platform that went from one lead a month to 31.
Ready to see what that looks like for you? Book a call with our CEO, Alex Moura.
What a HubSpot setup for insurance includes
A CRM that only stores contacts is a spreadsheet with a login. Set up right, HubSpot runs the follow-up, moves deals through the stages your sales team actually uses, and reports on the numbers that matter in insurance: appointed agents, bound policies, premium and renewals.
Here is what a Digital Star HubSpot build includes:
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Custom Integration
HubSpot connected to the tools you already run: your quoting or policy system, your website, your email and your calendar.
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Automated Workflows
Set up workflows to automate follow-ups, lead nurturing, broker engagement, and task assignments specific to insurance sales cycles.
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Pipeline Management
Tailored pipelines that align with your insurance sales process and track deals at every stage, from quote to policy activation.
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Real-Time Reporting
Keep a close eye on metrics with custom dashboards and reports designed for Insurtech KPIs like policy conversion rates, agent performance, and customer lifetime value.
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User Training & Support
Detailed training guides and ongoing support to empower your Insurtech team with HubSpot best practices.
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Vertical Insurtech Growth
Specialized CRM setups and workflows tailored specifically to your insurance technology niche, whether you’re in commercial insurance, P&C, life insurance, or embedded insurance.
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Breeze (Real-Time TAM Tracking)
Identify insurance companies and brokers visiting your site, measure market penetration in the insurance industry, and proactively engage high-value prospects.
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AI & Automation Trends
Utilize HubSpot’s AI-powered predictive lead scoring to prioritize insurance leads, improve conversion rates, and accelerate your sales process in the competitive Insurtech market.
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Clean CRM Organization
Keep insurance partnerships, broker relationships, enterprise prospects, and policyholders clearly segmented to avoid data clutter and confusion, enabling your team to act with precision.
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HubSpot Onboarding
If you are new to HubSpot, we set up the portal, the properties, the pipelines and the first automations, then train your team on it, so the account is yours to run from week one.
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CRM Migration
Moving from spreadsheets, Salesforce, Zoho or an agency management system? We map the data, clean it, import it and check it against the source before anything goes live.
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Reporting and Dashboards
Dashboards for leads, pipeline, cost per customer and broker activity, with definitions your sales team signs off on, and a board-ready report every month.
Let’s have a chat to find out if we can partner up and help you win more business in the Insurtech space. We only work with clients we know we can help substantially.
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Built around your sales process
After the first call we map how you sell, from quote to bound policy and renewal, then build the pipelines, properties and automations to match. Nothing generic, nothing your team has to work around.
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Setup from $4,750
Setup, automation and reporting for $4,750. A migration from another CRM is scoped on the first call. Consulting after launch is $250 an hour in 5-hour blocks, and every price is on our Pricing page.
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Trusted by insurtechs and MGAs
We have run HubSpot and marketing for Rainbow, Functional Finance and other insurance companies: account setup, CRM, automation and the monthly reporting their leadership reads.
The Insurtech Guide to HubSpot
How to set up HubSpot for an insurance business, whether we do it or you do: the objects and properties, the pipeline stages, the lifecycle automations and the reports. The same thinking goes into every build we deliver.
The full version is our MGA guide to HubSpot, linked below.
Connect with an insurtech expert for HubSpot guidance.
Our client increased leads by 1,803% and added 4,000+ clients after one year with Digital Star.
What would it mean if you experienced that kind of growth?
Let’s talk.
Marketing Portfolio
“Digital Star is a game-changer. They’ve transformed our HubSpot implementation and taken our marketing to the next level. The team’s expertise and attention to detail are unmatched.”
BOBBY TOURANCEO & FOUNDER AT RAINBOW
HubSpot questions
CRM setup and consulting in HubSpot starts at $4,750: setup, automation, and reporting. Consulting after that is $250 an hour, in 5-hour blocks. Every price is on our Pricing page.
Yes. Onboarding is the first part of every setup: portal configuration, properties, pipelines, the first automations, and training for your team. You run the account; we build it so you can.
Yes. We migrate from spreadsheets, Salesforce, Zoho and agency management systems. The data is mapped, cleaned and imported, then checked against the source before the old system is switched off.
Insurance sales run through brokers, MGAs, renewals and compliance steps that a generic setup ignores. We have built HubSpot for insurtech companies and MGAs, so the pipelines, follow-up and reporting match how insurance is actually sold.
Yes. Most companies start with the marketing plan and brand strategy, $6,250 over 45 days. You keep the plan whether or not we run it.
