(855) 460-1834

Basic

$60/month

+Usage Charges

Unlimited SMS & Email

Fully Compliant Mobile # with unlimited calling

Integrated Booking Calendar

Fully Setup Automation System

Spanish & English Automations

Transfer / Receive Leads from other Agents

Phone Support

Ultra

$125/month

+Usage Charges

Everything in BASIC +

Unlimited Users

Full Access to Workflow & Automation Builder

Domain Integration w/ email

Support Assisted Customizations

Premium

$300/month

+Usage Charges

Everything in Ultra +

Full Access to Website & Funnel Builder

Manage User Permissions

AI Access

Basic

$60/month

Setup fee of $50

Get Access to the Patented CRM that helping hundreds of Agents close more in sales!

  • Fully Setup Automation System- Take advantage of our automated booking confirmations, appointment reminders, drip campaigns - Everything already set up and ready for you to use! As your leads filter in, let the CRM handle the heavy lifting with automated SMS and emails.

  • Single User Access - Control your system with single user access

  • Unlimited SMS & Email - Start sending communication to your customers via SMS or email today!

  • Fully Compliant Mobile #- Get exclusive access to your own mobile number with your choice of area code. Fully compliant with TCR regulations. Capable of sending MMS & SMS. TCR regulations are tough, don't worry we set it up for you!

  • Integrated Booking Calendar- Sync with you G-Cal so you never miss an appointment. 2 way sync allows your clients to book an appointment with you, without interfering with your personal life!

  • Exclusive Training Platform - With our training platform, you will feel confident in utilizing the CRM to its fullest potential.

  • Lead Integration- Integration Limited to only 1 lead source. Access to import contacts, and bulk import from Integrity Lead Center.

  • Usage Limits-Unlimited SMS / MMS / Voice Calling (usage fees billed to user)

  • Support- Personalized support via text and email. If you have questions, rest assured that someone is here to help you along the way.

  • Spanish Pipelines- Do you have clients that only speak spanish? Perfect! Utilize our workflows for Spanish speaking individuals!

  • Lead Transfer- Are there multiple agents subscribing, be able to transfer leads back and forth. You can transfer leads to your downline, other team members etc!

Ultra

$125/month

Setup fee of $50

Get Everything in the Basic Plan PLUS...

  • AI Bots- Get Access to AI bots (1 per account). Unlike conversational AI, an AI bot is curated for a specific task. We have several bots available including a scheduling bot, long-term / follow-up bot, general questions bot, and more! SMS from bots is an additional cost (added into your usage fees)

  • Unlimited Users- Do you run an agency? Do you need multiple people to have access to work your leads? Then this is the step up you need!

  • Domain Integration w/ Email- Have you always wanted your own customized email address? Let us get your domain integrated with your CRM and give you access to create any email address you want. Don't have a domain? No problem, we will get you set up with one! Ex: [email protected] or [email protected] Or even [email protected]!

  • Done For You Website-We provide a fully functioning website for you to utilize. Send it to potential clients so they can see videos and share with their friends to grow your warm market!

  • Fully Registered SMTP- Nothing is worse than your emails ending up in SPAM. Let us take care of registering it for you!

  • Email Warm-UP- Not only is SMTP important, but we take care of the warm up to keep your deliverability ratings high!

  • Lead Integration- Integration of up to 3 different lead sources!

Premium

$300/month

Setup fee of $50

Get Everything in the Ultra Plan PLUS...

  • AI Bots-Unlimited # of AI bots. Unlike conversational AI, an AI bot is curated for a specific task. We have several bots available including a scheduling bot, long-term / follow-up bot, general questions bot, and more! SMS from bots is an additional cost (added into your usage fees)

  • Full Access to Website & Funnels- Want to create your own website to drive traffic to? Want to edit your existing website? Do it all inside of this fully functional CRM!

  • Full Access to Workflow & Automations- Our automations have been specifically curated to meet the needs of the insurance agent to produce more sales. Now you can put your own spin on the automations. Feel free to edit the drip campaigns, appointment reminders etc. Create your own workflows specific to your needs as your business grows!

  • Manage Permissions- The power is up to you! Let your downline have limited or all access to help you run your business

  • AI Access- Exclusive access to Artificial Intelligence. Utilize this for fully automated booking of appointments and respond to potential clients to free up your time!

  • Lead Integration- Unlimited integration of lead sources! Utilize Google Ads to generate your own leads!

Submit a Request

Have Questions? Submit a request and we will call you within 24 hours!

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