Beacon
AI-empowered CRM for insurance teams

Where agents stay connected and love to win.

Beacon blends a social team feed, addictive gamification, and an AI co-pilot into one gorgeous CRM. Keep every agent engaged, every pipeline moving, and every win celebrated.

AgentAgentAgentAgentAgentAgent

Loved by 2,000+ agents

Insurance team
Deal closed!

$48.2K

Sarah just leveled up to L10 🎉

14 days

on a streak

3.4×

faster deal cycles

92%

agent engagement

$1.2M

pipeline tracked / agency

Everything your team needs to stay in motion

Built from the ground up for the way modern insurance teams actually work — together, competitively, and with AI in their corner.

A team that feels alive

Avatars, presence dots, and a live feed turn your agency into a social hub. Celebrate every win together, in real time.

Gamified to the core

Points, levels, streaks, badges and a fierce leaderboard. Selling insurance has never felt this much like leveling up.

Aurora AI co-pilot

An assistant that reads your live pipeline, drafts client emails, flags renewals, and tells you exactly who to call next.

Analytics that bite

Pipeline health, revenue by agent, policy mix and conversion — every number you need to coach and close, beautifully visualized.

Sarah Kim

Sarah Kim

Insurance Agent

🏆 Win

Just bundled auto + home for the Reynolds family. Biggest close of my quarter! 🎉

42
David Chen

David Chen

Insurance Agent

💡 Tip

Pro tip: call renewals 45 days out, not 30. My retention jumped 18%.

28
Olivia Martinez

Olivia Martinez

Insurance Agent

🚀 Milestone

Hit Level 4 today and crossed 100 active policies. Onwards! 💜

51
The social layer

A feed that keeps your team connected

Wins, tips, and milestones flow through a living feed. Agents like, comment, and cheer each other on — turning a lonely sales grind into a team sport.

  • Real-time presence — see who's online and crushing it
  • Auto-posted wins when deals close
  • Multi-tenant & secure — every agency in its own space

Light up your agency.

Join the agencies turning everyday selling into a connected, gamified, AI-powered sport.

Beacon

© 2026 Beacon. Built for teams that win together.