The sales workspace for document-heavy, relationship-driven teams
Kinetic brings the pipeline, the client record, the outreach, and the AI that reasons over all of it onto one surface — so a rep's next best action is always one click away. Built first for insurance agencies, extensible to any pipeline-driven B2B team.
One pipeline, always current
New business and renewals in a single board — every deal's stage, owner, and next step visible at a glance, nothing going stale silently.
Client records that stay whole
One record per client with policies as line items, contacts, documents, and the full communication history in one place.
An AI assistant inside the work
Draft outreach, summarize a book of business, and surface the next best action — reasoning over your live pipeline, not a bolt-on chatbot.
Built for regulated industries
Isolated workspace per organization, encryption in transit and at rest, and privacy controls designed for teams that handle sensitive client information.
By using Kinetic you agree to our Terms of Service and Privacy Policy.