Health insurance agency pricing

Packages built for how insurance teams sell, service, and scale.

CallsInQ combines CRM, phone, SMS, email, automations, compliance workflows, and growth systems for ACA, health, final expense, and high-volume insurance sales teams.

Starting at$249/moFor solo agents and new producers building a reliable base.
Built forInsurance teamsCalling, SMS, email, funnels, compliance workflows, and agency growth systems.
Scale path3 to unlimited agentsMove from independent producer to enterprise operating layer.

Health insurance growth packages

Choose the package that matches your agency stage.

These packages are organized around real agency stages: independent producers, growing teams, serious scaling agencies, and enterprise operations that want more of the work handled for them.

Annual view shows yearly totals. Usage credits and included agents remain visible in each package.

Starter

Independent agents and new producers

For solo agents who need a reliable operating base for leads, outreach, appointments, and follow-up.

LevelIndependent Agent
AgentsUp to 3 agents
Best forSolo or new producers needing lead follow-up discipline.
$249/mo

$50 usage credits per month. Up to 3 agents included.

What's included

  • Built-in calling, SMS, and email
  • Insurance CRM and pipeline
  • Toll-free and local numbers
  • Call recording
  • Instant follow-up automations
  • Insurance communications compliance suite
  • Insurance funnels, forms, and automations
  • 24/7 chat support
Get Starter

Pro

Agencies optimizing performance and scale

For established agencies that want deeper automation, better reporting, stronger retention workflows, and more internal marketing control.

LevelMedium Agency
AgentsUp to 30 agents
Best forEstablished agencies optimizing reporting and retention.
$1,299/mo

$150 usage credits included. Up to 30 agents included.

What's included

  • Everything in Growth
  • Conversational AI employee for service and retention
  • Advanced reporting and tracking
  • Campaign and marketing suite
  • Workflow optimization
  • White glove support
Get Pro

Elite

Enterprise infrastructure for high-volume organizations

For large agencies and enterprise sales teams that want a complete done-for-you operating layer with room for high-volume scale.

LevelLarge Agency
AgentsUnlimited agents
Best forHigh-volume teams that want a done-for-you operating layer.
$1,999/mo

$300 usage credits per month. Unlimited agents.

What's included

  • Everything in Pro
  • Custom WordPress site
  • Branded mobile app
  • Compliance integrations
  • Custom workflows
  • Dedicated success manager
  • Enterprise usage rates
Get Elite

Compare agency packages

What changes as your agency scales?

Package detailStarterGrowthProElite
Buyer stageIndependent AgentSmall AgencyMedium AgencyLarge Agency
Operating realitySolo / new producerLead-buying teamReporting and retention focusHigh-volume operation
Included agentsUp to 3Up to 10Up to 30Unlimited
Monthly usage credits$50$75$150$300
Calling, SMS, email, CRM, compliance suiteYesYesYesYes
Insurance website, high-volume texting, live chat, ads manager-YesYesYes
AI service, reporting, campaign suite, white glove support--YesYes
Custom site, branded app, custom workflows, dedicated success manager---Yes

How scaling changes

The package should match the way your agency grows.

More conversations get automated

Higher plans add more automated nurture, retention, marketing, and customer-service workflows so the team does not manually chase every next step.

More agents are included

The packages move from up to 3 agents to 10, 30, and unlimited agents so pricing stays tied to the way your agency actually grows.

More implementation is handled

Elite is designed for agencies that want the most complete done-for-you layer: custom site, branded app, workflows, integrations, and success management.

Health insurance pricing FAQ

Common agency package questions.

Which plan should a solo agent start with?

Starter is the simplest fit for independent agents and new producers who need CRM, outreach, compliance workflows, and follow-up before scaling a team.

When should an agency choose Growth?

Growth fits agencies with 3-10 agents that are buying leads, running campaigns, and need stronger nurture, texting, live chat, and marketing management.

What makes Pro different?

Pro is built for more mature agencies that want reporting, workflow optimization, campaign systems, and AI-assisted service or retention workflows.

Is Elite only for enterprise teams?

Elite is best when you want the most complete implementation, custom workflows, a branded app, a custom site, dedicated success management, and room for unlimited agents.

Want the plan matched to your agency model?

Choose based on team size, lead volume, compliance needs, service workflows, and implementation support.

We will help you pick the cleanest package and avoid paying for the wrong stage of infrastructure.

Schedule an Agency Pricing Walkthrough