Plans
🚀 Ever wish you had a sales whisperer riding shotgun on every call?
Now you can!
Add the AI Call Coach + Follow-Up Assistant to any plan for just $200/mo.
Perfect call notes, smart follow-up drafts, and coaching feedback—on autopilot.
Your 3-day free trial begins after your 1-hour onboarding call.
gROW (CRM)
$229/m
Includes First User
Unlimited Contact Space
Unlimited Customer Support
A2P Phone Compliant Website
Prospect Pipeline
Customer Ticket Pipeline
Ready-To-Use Automation
40+ SMS/Email templates
Lead Integrations
Activity Dashboards
User Training Courses
Farmers Quoting Integration
Receive 2 Months Free on Annual Plan
No contracts - cancel anytime
SCALE (CRM/aNALYTICS)
$480/m
Everything in Grow plus
Launch 7 Campaigns (info below)
Advanced Reporting
Master Dashboard
Lead Analytics
Cohort Analysis
Folio Board (Watch Video)
Receive 2 Months Free on Annual Plan
No contracts - cancel anytime
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
gROW (CRM)
$229/m
Unlimited Users
Unlimited Contact Space
Unlimited Customer Support
A2P Phone Compliant Website
Prospect Pipeline
Customer Ticket Pipeline
Ready-To-Use Automation
40+ SMS/Email templates
Lead Integrations
Activity Dashboards
User Training Courses
Farmers Quoting Integration
Receive 2 Months Free on Annual Plan
No contracts - cancel anytime
SCALE (CRM/aNALYTICS)
$480/m
Everything in Grow plus
Launch 7 Campaigns (info below)
Advanced Reporting
Master Dashboard
Lead Analytics
Cohort Analysis
Folio Board (Watch Video)
Receive 2 Months Free on Annual Plan
No contracts - cancel anytime
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
Phone | email | ai rates
Required Tools:
SMS - $0.0237/segment
$10 = 422 segments
A2P Verification $21 (one time)
Optional Tools:
Outbound Calls - $0.042 / min
Inbound Calls - $0.0255 / min
Email Verification - $0.005 /email
Email Deliverability - $0.00135 / send
Chatbot - $0.04 / message
Click Agent Pricing Examples Below:
Phone Calls
Plans & Tools
🚀 Ever wish you had a sales whisperer riding shotgun on every call?
Now you can!
Add the AI Call Coach + Follow-Up Assistant to any plan for just $200/mo.
Perfect call notes, smart follow-up drafts, and coaching feedback—on autopilot.
Your 3-day free trial begins after your 1-hour onboarding call.
gROW (CRM)
$229/m
Includes First User
Unlimited Contact Space
Unlimited Customer Support
A2P Phone Compliant Website
Prospect Pipeline
Customer Policy Center
Ready-To-Use Automation
Prebuilt SMS/Email templates
Lead Provider / Social Integrations
Over 10+ Dashboards
User Training Courses
Farmers Quoting Integration
Receive 2 Months Free on Annual Plan
No contracts - 30 day money back guarantee
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
additional powerful tools
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
gROW (CRM)
$229/m
Unlimited Users
Unlimited Contact Space
Unlimited Customer Support
A2P Phone Compliant Website
Prospect Pipeline
Customer Ticket Pipeline
Ready-To-Use Automation
40+ SMS/Email templates
Lead Integrations
Activity Dashboards
User Training Courses
Farmers Quoting Integration
Receive 2 Months Free on Annual Plan
No contracts - cancel anytime
ADDITIONAL USER PRICING
$64/m
What's Included
Dedicated Phone Number
Unlimited Text Messages
Unlimited Phone Calls
Phone | email | ai rates
Required Tools:
SMS - $0.0237/segment
$10 = 422 segments
A2P Verification $21 (one time)
Optional Tools:
Outbound Calls - $0.042 / min
Inbound Calls - $0.0255 / min
Email Verification - $0.005 /email
Email Deliverability - $0.00135 / send
Chatbot - $0.04 / message
Click Agent Pricing Examples Below:
Phone Calls
30 DAYS MONEY BACK GUARANTEE!
We believe in the quality of our solutions and are committed to your satisfaction. That’s why we offer a 30-Day Money Back Guarantee on all add on services. If you are not completely satisfied with your investment, simply let us know within 30 days for a full refund, no questions asked.
Risk-Free
Design Your Own Toolkit
Prefer to go à la carte? Pick the tools that fit your workflow.
Every add-on helps you do less, close more, and deliver standout service.
Inbound AI Call Assistant
$80/month
AI Call Coach
$200/month ($100/mo for Notes only)
No more missed calls. Professional AI Answers, takes notes, and schedules appointments. (Test by calling: 815-369-0476)
- Emailed call summary and appointment date
- Train your AI Assistant to capture quote information
- Create a personalized AI Assistant for each user (Unlimited)
- AI Assistant connected to Knowledge base
- Knowledge base can learn from links, websites, and documents
- Professional first impression, every time
ROI: Replaces front-desk assistant and improves answer rate.
Your virtual sales trainer. Analyzes calls, delivers coaching feedback, and creates follow-up tasks.
- Perfect Automated Notes
- Follow-up suggestions
- Performance call rating
- Objection tracking
- Probability to close
- Follow up date with automated reminder
- Helps reps close 10–30% more deals
- Helps save hours a day
ROI: Replaces sales coach. Scales your team’s training.
ROI Dashboard
$50/month
Trends & Projections Dashboard
$50/month
Know which leads and reps make you money. Tracks profit per lead, source, zip code, and call effort.
- Stop guessing and start scaling
- Helps cut wasted marketing spend
- Helps distribute leads profitably
- Learn your cohort
- Track Profit per Lead by producer, lead source, zip code, etc.
ROI: Pays for itself in the first decision you make.
See who’s falling behind, forecast sales, and manage to targets.
- Monitor sales health at a glance
- See if producers are trending down or up
- Weekly/monthly projections by rep or source
ROI: Helps prevent bad from getting worse, plan budgets, and improve win rates.
Bundle & Save 15% - 20%
We’ve bundled our best tools to help you move faster, serve smarter, and grow like a pro.
You’re the hero — these are your agency’s multipliers.
Employee AI (15%)
$240/month
Advanced Analytics (15%)
$85/month
All-In Bundle (20%)
$304/month
Includes:
AI Call Coach + Inbound Call Assistant
You Save: $40
Valued over $3,500/mo:
- Perfect Automated Notes
-Organize calls based on AI status
- Instantly receive follow-up suggestions
- Track Objections, Tone, and Call Rating
- SMS Bot with suggested responses
- Inbound Voice AI Assistant (no missed calls)
Impact: Helps close 10–30% more leads. Replaces 100s of hours reviewing calls. Increase sales team efficiency.
Includes:
ROI Dashboard + Trends & Projections Dashboard
You Save: $15
Value:
- Track what sources and reps produce the most revenue
- Forecast next month’s sales
- Spot bottlenecks before they cost you
Impact: Turns your lead data into confident investments. Helps optimize staff performance and budget spend.
Includes:
Employee AI + Advanced Analytics
You Save: $76
Value:
- One-click launch of a fully automated agency engine
- Run lean without sacrificing service or growth
- Upgrade team output with AI assistance
Impact: Replaces 3-5 roles. Launch day productivity. Built for agencies scaling fast.
Bundle & Save
We’ve bundled our best tools to help you move faster, serve smarter, and grow like a pro.
You’re the hero — these are your agency’s multipliers.
Smart Client Bundle
$110/month
Includes:
Customer Policy Center
+ Inbound AI Call Assistant
You Save: $20
Value:
- 24/7 self-service experience for your clients
- Never miss an inbound call — or a hot lead — again
Impact: Acts as 1 service hire. Increases client retention.
AI Performance Suite
★ Most Popular
$369/month
Includes:
AI Call Coach + Conversation AI Bot
You Save: $60
Value:
- Perfect Notes
- Instantly organize every call
- Instantly receive follow-up suggestions
- Respond to every lead in real time with proven SMS logic
Impact: Helps close 10–30% more leads. Replaces 100s of hours reviewing calls. Increase sales team efficiency.
Analytics Dashboard Bundle
$90/month
Includes:
ROI Dashboard + Trends & Projections Dashboard
You Save: $10
Value:
- Track what sources and reps produce the most revenue
- Forecast next month’s sales
- Spot bottlenecks before they cost you
Impact: Turns your lead data into confident investments. Helps optimize staff performance and budget spend.
All-In Bundle
$525/month
Includes:
All AI Tools, Dashboards, and Policy Center
You Save: $125
Value:
- One-click launch of a fully automated agency engine
- Run lean without sacrificing service or growth
- Upgrade team output with AI assistance
Impact: Replaces 3-5 roles. Launch day productivity. Built for agencies scaling fast.
Scale Plan Additional Campaigns
(7) Marketing & Sales Campaigns
Rate Mate - Send out comparison quotes via SMS/email to increase response rate
Email Open Automated Calls - We make your phone ring when emails are opened
Commission Booster - Your campaign to automate cross-sell opportunities
Referral Builder - A campaign focused on generating more referral business
Life Quote Pro - Instant life quotes based on age and gender sent via SMS/email
Win-back Wizard - A campaign based on your ideal customer to win-back cancelled clients..
Google Review Generator - Automatically send new customers google review process
Design Your Own Toolkit
Prefer to go à la carte? Pick the tools that fit your workflow.
Every add-on helps you do less, close more, and deliver standout service.
Customer Policy Center
$50/month
Let clients manage policy updates, request changes, or download docs — without calling your office.
- Store policy information and trigger renewal campaigns
- Saves 10+ service calls/week
- Improves client satisfaction
ROI: Replaces 0.5–1 service employee.
AI Call Coach
$300/month
Your virtual sales trainer. Analyzes calls, delivers coaching feedback, and creates follow-up tasks.
Built-in accountability
- Perfect Notes
- Follow-up suggestions
- Performance call rating
- Objection tracking
- Helps reps close 10–30% more deals
ROI: Replaces sales coach. Scales your team’s training.
AI Call Notes Only
$100/month
Automated summaries for every call — no more manual notes or missed details (up to 4 users then $20 for each additional)
- Save 5–10 minutes per call
- Great for solo agents or small teams
ROI: Saves 2–4 hours/week. Boosts documentation consistency.
Inbound AI Call Assistant
$80/month
Answers, qualifies, and routes incoming calls with AI. Collects details before you ever pick up.
No more missed service or quote calls
- Emailed call summary and appointment date
- Professional first impression, every time
ROI: Replaces front-desk assistant.
Conversation AI Bot
$120/month
AI bot trained to text back leads instantly using proven, personalized scripts.
- Skyrockets contact rate
- Help producers reply with the right answers
- Full knowledge base of insurance-related questions
ROI: Recovers 20-40% of missed leads.
ROI Dashboard
$50/month
Know which leads and reps make you money. Tracks profit per lead, source, zip code, and call effort.
- Stop guessing and start scaling
- Helps cut wasted marketing spend
- Helps distribute leads profitably
- Learn your cohort
- Track Profit per Lead by producer, lead source, zip code, etc.
ROI: Pays for itself in the first decision you make.
Trends & Projections Dashboard
$50/month
See who’s falling behind, forecast sales, and manage to targets.
- Monitor sales health at a glance
- See if producers are trending down or up
- Weekly/monthly projections by rep or source
ROI: Helps prevent bad from getting worse, plan budgets, and improve win rates.
STILL NOT SURE?
Onboarding Experience
We make sure you and your team are setup for success with hands on training and scheduled check-ins.
Week 1: We Build Your Account & Setup Team Onboarding
We kick off with setting the foundation for your success. During this time, we configure your CRM, provide a compliant website for A2P phone number verification, list imports and set up your lead providers. Our goal is to ensure your tools and processes are ready for immediate use. Within 3 days your entire team joins a comprehensive onboarding call designed to get everyone up to speed and working the system right away.
Week 2: Training Check-ins & Campaign Launches
Daily check-ins to answer questions, resolve any issues, and maintain momentum during the critical early days. We also take this time to launch campaigns such as Win-back or aged lead follow-up.
Week 3: Adjustments and Additions
Dive into the data that drives your agency's success. Learn to navigate your customized dashboards, track key performance metrics, and use insights to guide your decision-making for optimal results. Add on trial products to increase your teams effectiveness.
Week 4: Continued Unlimited Support
Moving forward, you have access to our support and training team whenever you need them. We're here to help you grow and make your team happy!
Frequently Asked Questions
What kind of support do you provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Do I Get Started?
Sign up for a Demo of our Gold or Platinum plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.
How Secure Us My Customer Data?
IIn 2021, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Can I Cancel My Account At Any Time?
You can cancel at any time. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Ready To Close More Deals?
Schedule a Demo Now!
