Client Testimonials

When I started my agency, it was just me and one other agent working out of spreadsheets. HIBCopilot gave us the infrastructure to scale without the overhead of an enterprise system. The multi-user pipelines let me see exactly where every agent’s deals stand, the automated onboarding workflows keep new agents productive from week one, and the reporting dashboards show me real numbers instead of guesses. We have grown from 2 agents to 8 in the last 18 months and our per-agent production is actually higher than when it was just the two of us. This platform is built for growth.

I was losing group clients at renewal because I could not keep track of 200+ renewal dates across different carriers. HIBCopilot’s renewal pipeline changed everything. Now I get automated alerts 120 days before each renewal, my outreach sequences start automatically, and I have a clear dashboard showing every group account and where it stands. My retention rate went from 78% to 93% in one year. The ROI paid for itself in the first month.

As a solo broker handling ACA individual plans, I was drowning in follow-ups. Leads would come in from my website and I would not get back to them for days because I was busy with existing clients. HIBCopilot’s AI follow-up sequences changed my business overnight. Every lead gets an instant response, a text, and a scheduling link — all without me lifting a finger. I estimate it saves me at least 15 hours a week, and my lead-to-enrollment conversion rate doubled. I genuinely do not know how I ran my business before this.

Before HIBCopilot, my AEP prep was a nightmare of spreadsheets and sticky notes. Now I have automated campaigns that start reaching out to my book 90 days before enrollment opens. Last AEP, I enrolled 40% more clients than the previous year and actually had time to eat dinner with my family. The Medicare-specific templates alone saved me weeks of work — I just customize and launch. This is the first CRM that actually understands what insurance brokers do.