The CRM Built to Close Insurance Policies.
Dialer, workflows, AI agents, and sites — in one platform built for agencies, not adapted for them.
No contracts · Upgrade anytime · Cancel anytime.
Dials today
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Talk time
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Appointments
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Lead pipeline
Who this is for
- Final expense
- Veteran market
- Supplemental life
- Agencies running downlines
Not built for P&C personal lines or Medicare AEP compliance workflows.
- Dialer included
- SMS and 10DLC built in
- AI voice and chat agents
- One login, five tools replaced
Everything your agency runs on. One login.
Built-in Auto-Dialer
Power dial leads, log talk time, record calls. No third-party dialer needed. Automatic recording disclosure, per-state consent rules, and long-term call retention built in.
Workflow Engine
Automate follow-ups, lead routing, and appointment reminders with drag-and-drop workflows.
AI Agents
Outbound voice, inbound voice, SMS, and web chat agents that book appointments while you sleep.
Calendar Sync
Two-way Google Calendar sync so setters and closers never double-book.
Sites & Funnels
In-app website builder with compliant SMS opt-in funnels included.
Integration Hub
App store for your agency: enable tools like CrankWheel screen-share and control which workspaces see them.
How it works
Import your book or auto-post leads from your vendor
Dial, text, and automate follow-up
Track every KPI on your agency dashboard.
For setters and closers
- One-tap dispositions so the next lead loads instantly
- Call notes attached to the contact record as you talk
- Talk time logged per agent, per shift, automatically
Run every workspace from one screen.
- Dials across every workspace, live
- Talk time by agent, team, and shift
- Appointments by day and hour
- Billing and seat usage at a glance
Simple pricing. Upgrade as you grow.
ROOKIE
$99/mo
14-day free trial
For solo agents and small teams getting started.
- 1 workspace
- Built-in auto-dialer
- Contacts & pipeline
- Basic workflows
- Calendar sync
- Email support
PRO
$199/mo
7-day free trial
For growing teams that want automation doing the follow-up.
- Everything in Rookie
- Up to 5 workspaces
- Advanced workflow engine
- AI SMS + web chat agents
- Sites & funnel builder
- Integration Hub
- Priority support
SUPER STAR
$300/mo
14-day free trial
For agencies running multiple teams and full AI coverage.
- Everything in Pro
- Unlimited workspaces
- AI inbound + outbound voice agents
- Agency analytics dashboard
- Sub-account controls & permissions
- Dedicated onboarding
AGENCY
Custom pricing
Talk to us
For orgs running 25+ agents
- Everything in Super Star
- SSO and audit logs
- Dedicated migration team
- Uptime SLA
- Named account manager
Start on any plan and upgrade anytime — your data, workflows, and numbers come with you. Dialing minutes, SMS segments and AI voice minutes are billed on usage. Full rates are shown at checkout.
Built by an agency owner
We built this because nothing else fit.
I run an insurance agency. Every CRM we tried was written for a different business and bent into shape for ours — the dialer lived somewhere else, texting lived somewhere else, and the follow-up my team actually needed was held together with exports and spreadsheets.
So we built the tool my own setters and closers use every day: dial, text, book, and follow up in one place, with the compliance work handled where the calls and messages happen. If it isn't something my team would use on a Monday morning, it doesn't ship.
— Founder, Agent Axis
Frequently asked questions
Yes, anytime from your billing page; changes are prorated.
No — dialing and SMS are built in.
We walk you through A2P 10DLC brand and campaign registration inside the app, and give you built-in opt-in funnels, opt-out handling and consent records. You remain the sender of record and are responsible for your own consent.
Yes, CSV import and migration support.
No, month-to-month.
Each workspace is a team or sub-agency with its own leads, agents, and numbers.