My Lindy
Lindy AI agents for insurance, small businesses, and sales teams

AI-infused CRM with AI agents built for you

Run a smarter agency with AI agents and the smartest insurance CRM.

Deploy an army of AI agents across your agency

My Lindy AI agents for small businesses, sales and insurance
My Lindy AI features for insurance CRM in Dallas, Texas, United States
CRM

Lindy knows your prospects, clients and business better than you do

AI CRM for insurance and sales teams with My Lindy, third version

Smart and clutter free

Lindy tracks every interaction, writes personalized messages, updates your pipeline, and pulls key info—all in real time. The AI CRM functionality is included in all subscription tiers.

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AI-infused CRM

Manage leads, track customer interactions, and automate follow-ups to improve sales efficiency.

Communication tools

Send personalized emails and SMS messages directly from the platform, enhancing customer engagement.

Business intelligence

Gain insights into your operations with analytics on customer behavior, team performance, and more.

Integrations

Connect with your favorite tools and talk with them

My Lindy AI Insurance Integrations

Connect with 100+ apps and services

Lindy integrates with all your favorite tools, CRMs, and custom APIs to create a seamless workflow. We help with setup and personalized automations to ensure everything works perfectly for your business.

Explore all our integrations.
Also includes

Intelligent features

Knowledge Base

Empower your users and teams with an AI-powered knowledge base. Instantly access accurate information, troubleshoot issues, and find answers to common questions, 24/7.
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What it does

Empower your users and teams with an AI-powered knowledge base. Instantly access accurate information, troubleshoot issues, and find answers to common questions, 24/7.

How it helps you

Boosts team productivity by providing quick self-service answers, reduces support tickets by empowering users to find solutions independently, and ensures consistent information delivery across your organization.
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Action Confirmation

Lindy prompts for your approval before executing critical actions like sending emails or modifying data.
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What it does

Lindy prompts for your approval before executing critical actions like sending emails or modifying data.

How it helps you

Ensures you maintain full control over important decisions, prevents unintended actions, and builds trust in the AI's operations.
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Native Integrations

Seamlessly connect Lindy with your existing tools. We support a wide range of native integrations:

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier & more

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What it does

Seamlessly connect Lindy with your existing tools. We support a wide range of native integrations:

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier & more

Integrations

• Agency Zoom, NowCerts, Hawksoft

• Fenris, Progressive, Loops

• OpenPhone, Google Calendar, Gemini

• Twilio, Zapier, Slack

• OpenAI, Claude, Grok AI

• Gmail, Outlook, Google Drive

• HubSpot, Zoho, Salesforce

• Asana, Trello, Monday.com

Custom integrations available on request

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Poe Content Generation

AI-powered expert content for insurance, finance, real estate & AI. Engaging, human-like articles.
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What it does

AI-powered expert content for insurance, finance, real estate & AI. Engaging, human-like articles.

How it helps you

Rank high with SEO-friendly content. Automate creation, establish thought leadership.
Learn more about Poe
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My Lindy Forms

Intelligent, dynamic forms for lead capture & data collection. Seamless workflow integration.
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What it does

Intelligent, dynamic forms for lead capture & data collection. Seamless workflow integration.

How it helps you

Simplify data entry, improve accuracy, automate processes. Custom forms for any need.
Explore My Lindy Forms
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My Lindy Tasks

AI-powered task management to organize, automate, and boost team productivity.
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What it does

AI-powered task management to organize, automate, and boost team productivity.

How it helps you

Streamline operations, ensure accountability, let AI handle routine tasks. Focus on priorities.
Discover My Lindy Tasks
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