Looking for insurance agents to start a free trial — we are adding $50 to your account to cover A2P registration and your first usage.
One phone system built for how insurance agents actually work.
Calls, texts, and follow-up — all in one place, built into the CRM you already run your agency on.
Chasing leads shouldn't feel like a second job.
Too many tools.
Your dialer, your CRM, and your texting app don't talk to each other, so leads fall through the cracks.
Slow follow-up loses deals.
The lead who hears back first usually wins. If your team is checking three apps before they can call someone back, you're already behind.
Generic CRMs don't get insurance.
No policy stages, no renewal tracking, no carrier-specific pipelines — just a database that wasn't built for what you sell.
Everything you need to call, text, and follow up — built right in.
Unified Conversations Inbox
Every call, text, and email with a lead or client lives in one thread, so your team always has the full history before they pick up the phone.
Power Dialer
Load a call list and dial through it fast, with outcomes logged automatically so nothing gets re-entered by hand.
Missed Call Text-Back
The second you miss a call, the lead gets an automatic text so you don't lose them to the next agency that answers.
Call Recording
Every call can be recorded for training, quality checks, and dispute protection.
Call Tracking & Source Analytics
See exactly which lead source, campaign, or ad is turning into real conversations — not just clicks.
Round-Robin Call Routing
Inbound calls get spread across your team automatically, so no single agent gets buried and no lead sits on hold.
Two-Way Texting
Text leads and clients from your business number, right inside the same conversation as your calls.
Local & Toll-Free Numbers
Set up dedicated numbers per campaign so you always know what's working.
Click-to-Call, Anywhere
Call straight from a contact's record on desktop or the mobile app — no separate dialer, no copy-pasting numbers.
A2P 10DLC Number Registration
We help get your business texting numbers registered and set up correctly from day one.
Call-Triggered Automation
A call outcome — answered, no answer, voicemail — can automatically kick off the right follow-up text or email, no manual work required.
In-App Call Scripts
Build call scripts right inside the CRM — a different script for every product, so your team says the right thing on Medicare, life, or P&C calls without hunting for a doc.
Made for the way insurance actually sells.
AEP/OEP call campaigns
Power through your Medicare call list every fall without losing track of who you've already reached.
Renewal & retention calls
Automated reminders and call tasks keep renewals from slipping through the cracks.
Faster lead response
Missed-call text-back and instant routing mean a new lead hears from you in minutes, not hours.
Claims & service check-ins
Keep clients in the loop during the most stressful part of their insurance experience with built-in call and text follow-up.
Done-with-you automation, built specifically for insurance.
Branning Bundles are pre-built, click-and-play pipelines and automations — already written, already tested, ready to turn on. No blank canvas, no starting from scratch.
Medicare Bundle
AEP-ready pipelines, call campaigns, and follow-up built for Medicare season and year-round SEP work.
Life Insurance Bundle
Lead follow-up, appointment reminders, and nurture campaigns written for life sales.
IUL Bundle
Education-first campaigns that warm up prospects before the illustration conversation.
Infinite Banking Bundle
Long-game nurture built for a concept that takes more than one conversation to land.
Group Benefits Bundle (Employers AND Employees)
Employer outreach plus employee enrollment flows, both sides handled.
P&C Insurance Bundle
Home, auto, and cross-sell campaigns that keep your book working for you.
Health Insurance Bundle
Open enrollment pushes and year-round follow-up for individual health.
Annuities Bundle
Longer sales cycle, longer nurture — already written and ready to turn on.
Final Expense Bundle
Fast-response follow-up for a market where speed to contact wins.
Customer Support Automation Bundle
A full Customer Service pipeline (and optional Claims pipeline) so every request gets tracked from open to resolved — no more sticky notes.
Every Bundle plugs straight into your phone system and CRM — go live the same day you turn it on.
Meet LOANNE — AI that actually answers the phone.
LOANNE is our AI phone agent. She's an upgrade option — not included with Agent CRM — but she plugs right into your account and starts working the phones with your team.
LOANNE, your AI voice front desk
LOANNE answers overflow and after-hours calls, captures the lead, and drops them straight into your pipeline. She's an upgrade option — not included with Agent CRM — but she plugs right in.
AI-Assisted Support & Check-Ins
Automated voice and text check-ins follow up with clients and leads so your team isn't stuck making the same calls every day.
Speed to Solution
Our whole support philosophy is built around getting you unstuck fast — real help, not ticket queues.
Plus: The Growth Rooms
Live group coaching calls for Agent CRM Pro members. It's ongoing support built into your membership — not a one-time purchase — so you keep getting help long after setup day.
See your phone system, Bundles, and AI in one 30-minute demo.
Or skip the call and start your free trial right now.