Pricing
Plans for every insurance professional
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Starter
Perfect for individual agents just getting started
$49/month
- Contacts (5,000)
- Team Members (3)
- Contact Management
- Custom Fields (15)
- Import/Export
- Data Enrichment
- Sales Pipeline (3 pipelines)
- Deal Tracking
- Commission Calculator
- Commission Automation
- Revenue Forecasting
- Territory Management
- Email Sequences (2 active)
- Emails per Month (5,000)
- SMS per Month (500)
- Task Automation (3 rules)
- Active Automations (10 total)
- Visual Workflow Builder
- Workflow Steps
- Smart Triggers
- Lead Routing
- AI-Powered Insights
- Basic Reports
- Advanced Reports
- Custom Dashboards
- Export Reports
- Scheduled Reports
- Revenue Analytics
- Form Builder
- Forms (3)
- Link Tracking
- Tracked Links (25)
- Landing Pages
- UTM Tracking
- Email Integration
- Calendar Sync
- Basic Integrations
- Advanced Integrations
- API Access
- Webhooks
- Custom Integrations
- Email Support
- Priority Support
- Phone Support
- Dedicated Success Manager
- SLA Guarantee
- Single Sign-On (SSO)
- HIPAA Compliance
- Custom Security
- Multi-Location Support
- White Label
- Custom Branding
- Custom CRM Development
- Onboarding & Training
- Sandbox Environment
Most Popular
Professional
For growing agents who need more power
$99/month
- Contacts (25,000)
- Team Members (7)
- Contact Management
- Custom Fields (50)
- Import/Export
- Data Enrichment
- Sales Pipeline (10 pipelines)
- Deal Tracking
- Commission Calculator
- Commission Automation
- Revenue Forecasting
- Territory Management
- Email Sequences (10 active)
- Emails per Month (35,000)
- SMS per Month (2,500)
- Task Automation (25 rules)
- Active Automations (50 total)
- Visual Workflow Builder (10 workflows)
- Workflow Steps (10 steps)
- Smart Triggers
- Lead Routing (Basic)
- AI-Powered Insights
- Basic Reports
- Advanced Reports
- Custom Dashboards (3)
- Export Reports
- Scheduled Reports
- Revenue Analytics
- Form Builder
- Forms (15)
- Link Tracking
- Tracked Links (250)
- Landing Pages (10)
- UTM Tracking
- Email Integration
- Calendar Sync
- Basic Integrations
- Advanced Integrations
- API Access (1,000 calls/day)
- Webhooks
- Custom Integrations
- Email Support
- Priority Support
- Phone Support
- Dedicated Success Manager
- SLA Guarantee
- Single Sign-On (SSO)
- HIPAA Compliance
- Custom Security
- Multi-Location Support
- White Label
- Custom Branding
- Custom CRM Development
- Onboarding & Training
- Sandbox Environment
Corporate
For high-volume teams that demand scale
$249/month
- Contacts (100,000)
- Team Members (15)
- Contact Management
- Custom Fields (150)
- Import/Export
- Data Enrichment
- Sales Pipeline (Unlimited)
- Deal Tracking
- Commission Calculator
- Commission Automation
- Revenue Forecasting
- Territory Management
- Email Sequences (50 active)
- Emails per Month (175,000)
- SMS per Month (10,000)
- Task Automation (Unlimited)
- Active Automations (250 total)
- Visual Workflow Builder (Unlimited)
- Workflow Steps (50 steps)
- Smart Triggers
- Lead Routing
- AI-Powered Insights
- Basic Reports
- Advanced Reports
- Custom Dashboards (Unlimited)
- Export Reports
- Scheduled Reports
- Revenue Analytics
- Form Builder
- Forms (50)
- Link Tracking
- Tracked Links (1,000)
- Landing Pages (25)
- UTM Tracking
- Email Integration
- Calendar Sync
- Basic Integrations
- Advanced Integrations
- API Access (10,000 calls/day)
- Webhooks
- Custom Integrations
- Email Support
- Priority Support
- Phone Support
- Dedicated Success Manager
- SLA Guarantee
- Single Sign-On (SSO)
- HIPAA Compliance
- Custom Security
- Multi-Location Support (5 locations)
- White Label
- Custom Branding
- Custom CRM Development
- Onboarding & Training (2 hours)
- Sandbox Environment
Custom CRM Features
Enterprise
Custom solutions for large organizations
Custom
- Contacts (Unlimited)
- Team Members (Unlimited)
- Contact Management
- Custom Fields (Unlimited)
- Import/Export
- Data Enrichment
- Sales Pipeline (Unlimited)
- Deal Tracking
- Commission Calculator
- Commission Automation
- Revenue Forecasting
- Territory Management
- Email Sequences (Unlimited)
- Emails per Month (Unlimited)
- SMS per Month (Unlimited)
- Task Automation (Unlimited)
- Active Automations (Unlimited)
- Visual Workflow Builder (Unlimited)
- Workflow Steps (Unlimited)
- Smart Triggers
- Lead Routing
- AI-Powered Insights
- Basic Reports
- Advanced Reports
- Custom Dashboards (Unlimited)
- Export Reports
- Scheduled Reports
- Revenue Analytics
- Form Builder
- Forms (Unlimited)
- Link Tracking
- Tracked Links (Unlimited)
- Landing Pages (Unlimited)
- UTM Tracking
- Email Integration
- Calendar Sync
- Basic Integrations
- Advanced Integrations
- API Access (Unlimited)
- Webhooks
- Custom Integrations
- Email Support
- Priority Support
- Phone Support
- Dedicated Success Manager
- SLA Guarantee
- Single Sign-On (SSO)
- HIPAA Compliance
- Custom Security
- Multi-Location Support (Unlimited)
- White Label
- Custom Branding
- Custom CRM Development
- Onboarding & Training (Unlimited)
- Sandbox Environment
Frequently asked questions
Have another question? Contact our team
Yes! Our platform fully supports Medicare Advantage, Medicare Supplements, Part D, and ACA marketplace plans with specialized features for each.
We integrate with 50+ major insurance carriers for automatic commission imports. See our full list of supported carriers in our documentation.
Absolutely. We maintain full HIPAA compliance with encryption, access controls, and audit logs to protect your clients' sensitive health information.
Yes, we offer free migration assistance. Import from spreadsheets, other CRMs, or carrier portals. Our team will help you every step of the way.
Yes, our Corporate and Enterprise plans support high-volume agencies with custom compliance and onboarding. Contact sales for enterprise quotes.