Insurance Intelligence. Client Retention First.
Project Gravity Turbo Insurance lane is the CRM and automation layer built for modern insurance professionals — policy pipeline, client retention, referral network, and automated follow-up.
The Insurance OS Is Coming. The CRM Core Is Live Now.
The Turbo Insurance lane is planned for future activation. Project Gravity's core CRM, contact management, automation layer, and your CRM integration are available to insurance professionals today — the insurance-specific modules will activate on the lane roadmap.
Planned Insurance Features
Policy Pipeline
PlannedTrack every client from quote through bind through renewal. Policy type, coverage status, renewal date, and premium tracking.
Renewal Intelligence
PlannedAutomated renewal reminders and retention campaigns. 90-60-30 day renewal sequences with personalized follow-up.
Referral Partner Network
PlannedReal estate agent, mortgage, and title referral relationships tracked. Cross-industry referral attribution.
Client Retention Dashboard
PlannedRetention rate, at-risk clients, renewal pipeline, and revenue projection — all in one command view.
Cross-Sell Intelligence
PlannedAI-powered cross-sell recommendations based on client profile, policy gaps, and life event signals.
your CRM Integration
Foundation Builtyour CRM location connection for campaign execution, automated follow-up, and client communication — from Project Gravity.
Insurance OS Is Coming. Join The Platform Now.
Project Gravity core CRM and automation are live today. Turbo Insurance lane activates on the roadmap. Start building your platform now — the insurance-specific modules will be there when you are.