GSP Pipeline.
A CRM that works your pipeline with you.
An AI-native CRM for a commercial insurance brokerage that drafts follow-ups, scores every deal, and tells producers exactly which account needs attention today.
Interactive demo — drive it yourself
Sample data · no login required
Pipeline — Dana M. · 3 accounts need attention
AI ranked▸ Click an account to see what the AI recommends.
Next best action
the AI has already read the file.
The problem
“Keystone Commercial's producers were managing 80+ open opportunities each in spreadsheets. Renewals slipped, follow-ups went stale, and forecasting was a guess.”
Engagement profile — Keystone Commercial Insurance*
What we built
- ▸Deal board with AI next-best-action on every card
- ▸Auto-drafted follow-up emails in each producer's voice
- ▸Renewal-risk scoring from activity and email signals
- ▸One-click sync with their existing policy system
The results
renewal retention
saved per producer, per week
from kickoff to first live deal board
*Illustrative composite of a typical engagement in this industry. Demo uses fictional sample data.
More live demos
Next step
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This demo took weeks, not quarters, to reach production for a real sales business. Yours starts with one call.