Ready to generate and close more insurance clients & keep them around for life?

Let’s Get Started Now!

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

or Get Live Demo

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

nothing comes close to the Agent Suite

I’ve used several other CRMs to manage my Insurance Business and nothing comes close to Agent Suite.ai. I’ve been a customer for 2 years and it keeps getting better and better

David C.

The Agent Suite paid for itself in the first week I had it!

Agent Suite.ai paid for itself in the first week I had it. They showed me how to use their pre-built automations and I have 6 appointments booked on the first day.

Tara W.

That was 9 months ago and I’ve referred 5 other agents!

I was trying to remember too much with my other CRM so I went back to dialing with my cell phone. Another Agent told me about Agent Suite.ai and decided to do their free trial. That was 9 months ago and I’ve referred 5 other agents since then. This is amazing.

Charlene T.

I get so much more value for half price.

Really can’t believe you aren’t charging more but I appreciate it. I was paying over $300 per month with Phone Burner and now I get so much more value for half price. I use the system to distribute leads to my downline agents and help keep them moving.

Adam D.

The Future of Digital Insurance Management