Built for insurance agencies that sell by phone
More answered calls with smart number rotation, a built-in CRM, and an AI copilot that listens to the call, feeds you the answer, and tells you which carrier fits.
The engine picks the best number for every call — local presence, daily caps, velocity windows, and automatic quarantine when a number gets flagged. You dial; the system guards your reputation.
Queue filtered by list, state, or tag, auto-dial between calls, and configurable retries. Always 1:1 and human-controlled — no predictive dialer, no TCPA risk.
Transcribes live, suggests what to say when the customer objects, and recommends the right carrier from your agency's real underwriting rules. On hang-up: summary to the CRM and coaching feedback.
1:1 texting from the same number you called from, with the full thread on the lead's timeline. STOP and opt-outs handled automatically.
Team structure with leaders, per-group inboxes, and per-agent stats. Every leader sees their own; the owner sees everything — including real cost per seat.
DNC check before every dial, calling-hour windows by the contact's timezone, recording with per-state consent rules, and managed 10DLC registration.
Transcribes the call live — English, Spanish, or both mixed.
The customer objects and the copilot puts the answer on your screen, ready to say out loud.
From the age, health, and budget it heard, it ranks your carriers best to worst on real underwriting.
On hang-up: a customer summary straight to the CRM and scored coaching feedback, 1 to 10.
Phone numbers, rotation, and reputation protection are included in every plan — the pool grows with your team, managed by us.
For the agent who just needs to dial — and connect.
$90 /seat/mo
Everything in Simple, plus a CRM ready to sell.
$130 /seat/mo
For teams that hand off calls live.
$150 /seat/mo
Your AI assistant on every call.
$210 /seat/mo
Plans are per seat, not per agency. Your closer can run Copilot at $210 while a new agent starts on Simple at $90 — same team, same dashboard, upgrade any seat whenever you're ready.
The agency can cover every seat on one invoice, each agent can pay for their own seat with their own card — or mix both: sponsor your top producers and let the rest self-pay.
*Unlimited = manual, agent-initiated 1:1 calls on US local numbers, up to 300 dials per seat per day. Automated, bulk, or toll-free traffic is quoted separately. Copilot AI is metered with fair per-call limits.
On Simple plans, a transfer reconnects the customer with your teammate in seconds from the same number. On Full and Copilot, the transfer is live — the customer never notices. You choose what that difference is worth.