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Agent Suite
$0 Set-up Fee with Done-For-You Customization
$97
Per Month
Customized Insurance CRM
Automated Easy Buttons©️
Free Digital Business Card
Insurance Trained ChatGPT AI Bots
Live 24/7 support via chat and Zoom
Agent Pro
$0 Set-up Fee with Done-For-You Customization
$147
Per Month
Everything in Agent Suite +
Lead Management system for downline
Manager access to downline accounts
Manage unlimited Agent Suite accounts
Integrated Training and Education Portal
Custom domain with email integration
Client-Facing Insurance Website
Agent
Enterprise Voice
$500 Set-up Fee + 12 cents/minute for Voice AI Calls
$297
Per Month
Everything in Agent Pro +
No More Dial Days
Manager access to downline accounts
Voice AI for Inbound and Outbound calls
AI Reps that can call over 5,000 leads per day
Voice AI Reps will call and book Appointments
Voice AI reps can provide voice follow-up calls
Low 12 cent/min fee with no hidden charges
Manage Agent, Pro and Enterprise accounts
Feature Comparison
Essential Features
Agent Suite
Agent Pro
Agent Enterprise Voice
🚀 AI Tech Solutions
Life, Medicare, and ACA AI Chatbots
DFY Set-up and deployment of Chatbots
Voice AI Dialers for Outbound Calling
Voice AI for Inbound Calls
AI Reps can call 5,000 Leads per Day
Support
Unlimited 24/7 real-time chat support
Live Zoom and screen-share support
Weekly Live Trainiing with Q&A
Phone Connection Methods
Computer or Tablet
Mobile Phone App
Auto-connect to Contact
Phone Features
Multiple dialer accounts
Dedicated phone numbers
Local & (888) numbers available
Receive inbound calls
Call Forwarding & 3-way calling
Custom voicemail
Voicemail Drops
Outbound calling with
Caller-ID
Call tracking & analytics
Call recording
Unlimited call recording & storage
10-year cloud storage for CMS Compliance
Contact Management
Unlimited Contacts
Smart Contact List
Unified Conversations Inbox
Create Tasks & Notes
Attach Client Documents to Contact
1-click Email & SMS communication
2 Way Email & SMS Messaging
Missed Call AutoText Back
Missed Call Notifications & Reminders
GMB Messaging
Sales Opportunities & Pipelines
SMS & Email Template Builder
Pre Designed Holiday Emails
Auto holiday & renewals emails/texts
Auto Happy Birthday Email/SMS
SMS Drip Campaigns
SMS Blasts
Advanced Features
Integrated calendar with automation
Customizable agent webpage
Lead integration & management
Automatic Appointment Reminders
Auto Appointment No Show Follow up
Zoom & Google Meet Integration
Friends & Family Referral System
Lead Opt-in Funnels & Custom Thank You Pages
Agency Builder Bonus Features
Client-Facing Insurance Website
Custom domain & email integration
Website Chat Widget
Manage unlimited Agent Suite accounts
Manager access to Agent accounts
Two 52-week lead nurture campaigns
Funnel Builder
Form & Survey Builder
Email Marketing & Email Builder
Automated Request A Call Back
Automated Review Requests
Respond To Reviews
Reputation Management
Facebook Messenger
GMB Call Tracking
Keyword SMS Marketing
Training and education portal
Membership & Course Builder
Create Unlimited Websites
Real-time Lead Generation platform
Lead distribution system for downline
Unlimited Pro and Starter accounts
Unlimited landing pages and funnels
Custom Agency Pipelines & Automation
Create Unlimited Automations
Social Media Calendar & Posting
Inactive/Lost Lead Promo Nurturing
Domain & DNS Management
URL Redirects
API Access
Zapier Integrations with 1000s of Apps
Accept Online Payments
Invoicing for Lead Sales
Quickbooks Integration
See what our clients have to say
The Future of Digital Insurance Management
.
Team Training Portal
Team Training Portal
Integrated Calendars
PowerDialer
Website & Funnel Builder
Form & Survey Builder
1-click email & texting
Reporting & Analytics
Email Marketing
Payments & Invoicing
Appointment Booking
Desktop and Mobile App
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