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Hooked CRM

CRM
Velocity5.0

Sales CRM with pipeline management, sales leaderboards, and reporting for revenue teams.

hookedcrm.com ↗

A weekly-shipping insurance call center CRM grinding toward a full agency workflow

insurance-crmcall-centeragent-managementweekly-releaseslead-managementquoting
◆Current state
Hooked CRM posts a roll-up every week without fail, each one bundling a small feature with call-handling and data-consistency fixes. The through-line is the insurance call floor: call merge and transfer, supervisor monitoring, agent status history, dispositions in Tacklebox AI Live Assist, a sales leaderboard, and now side-by-side carrier quote comparison. Entries are written in release-note prose with categories tagged inline, so the weekly scope is easy to read.
◆Where it's heading
The product is filling in the operational layer an agency needs before it can scale headcount: per-agent feature toggles, vertical scoping so campaigns and lead forms only show assigned verticals, agency-specific carrier fields, and session controls. Reliability work runs alongside each feature — monitored calls ending correctly on disconnect, notes saving when the lead page is closed, leads with zero earnings no longer keeping a sale date. The recent additions push past call handling into what an agent does on the call, which is where quoting sits.
◆Prediction
With quote comparison and per-agent carrier opt-outs both in place, binding or application submission is the obvious next gap between a quote and a sale.

◆Recent moves

  1. 6d ago

    Introducing Quotes Feature and Enhanced Agent Management

    A Quotes feature lets agents pull and compare carrier quotes side by side, with agent-level preferences for opting out of specific carriers, plus a Features tab for toggling capabilities per agent. It pushes the product past managing the call into what the agent does during it, which is a larger step than the usual weekly increment.

  2. 20d ago

    Smarter Agent Monitoring and Data Consistency Enhancements

    Agent status is now stored and restored around supervisor monitoring sessions, monitored calls end correctly when a lead disconnects, and leads with zero earnings no longer retain a sale date. Reliability work on the supervision path, which has to hold before monitoring is trusted on a busy floor.

  3. 27d ago

    Smarter Lead Search and Enhanced Call Campaign Tracking

    A search-by filter on the leads dashboard covers lead, phone, email, or agent, dispositions in Tacklebox AI Live Assist lead with their description, and call notes save even when the lead page is closed. Small precision gains across the parts of the workflow agents touch on every call.

  4. 1mo ago

    New Vertical Management and Enhanced Security Features

    Campaigns and lead forms now display only the verticals assigned to an agency, agencies can be associated with multiple verticals, and insurance carrier fields become agency-specific. Multi-tenant scoping of exactly the kind an agency network needs before it can run several verticals side by side.

  5. 1mo ago

    New Agent Status History and Improved Notes Functionality

    A new Agent Status History page gives sortable, paginated status records searchable by agent email, alongside notes improvements and more forgiving phone-number validation. Supervisory visibility, continuing the same management-layer buildout.

  6. 1mo ago

    Smarter Call Handling and Agent Availability Enhancements

    Calls now route to voicemail when no agent is available. A narrow week, but it closes an obvious leak in the call path.