Starter
Who It’s for
Independant Agents and Soloprenuers
$197.00 /mo
Includes
- Built-in Calling, SMS and Email
- Insurance CRM & Pipeline
- Toll Free and Local Numbers
- Call Recording
- Instant follow-up (Response Automations)
- Insurance Communications Compliance Suite
- Insurance Funnels, Forms and Automations
- $50 Usage Credits per month
- 24/7 Chat Support
- Up to 3 Agents Included
Best for
- Independent agents
- New Producers
Growth
Who It’s for
For growing agencies building a real sales operation
$599.00 /mo
Includes
- Everything in Starter plus...
- Full Insurance Website Template included
- High Volume Texting
- Live Website Chat Widget
- Search & Social Ads Manager (Google, Meta, LinkedIn)
- Advanced Insurance Lead Nurture Automations
- $75 Usage Credits Per Month
- Up to 10 Agents Included
Best For
- 3–10 agent teams scaling lead flow
- Agencies looking to start mass outreach campaigns
Pro
Who It’s for
For serious agencies optimizing performance, efficiency & scale
$1299.00 /mo
Includes
- Everything in Growth but also...
- Conversational AI Employee (Best for CS and Retention)
- Advanced Reporting & Tracking
- Campaign & Marketing Suite
- Workflow optimization
- White Glove Support
- $150 Usage Credits Included
- Up to 30 Agents Included
Best For
- Established agencies scaling aggressively
- Agencies looking to Automate CS and Retention
- Agencies who also want to Market In-House
Elite
Who It’s for
Enterprise infrastructure for high-volume organizations
$1999.00 /mo
Includes
- Everything in Pro, in addition..
- Custome WordPress Site
- Branded Mobile App
- Compliance integrations
- Custom workflows
- Dedicated success manager
- Enterprise Usage Rates
- $300 Usage Credits per month
- Unlimited Agents
Best For
- Large agencies & enterprise sales teams
- Agencies that want the complete Done-For-You Experience
- Agencies looking to minimize cost at Scale