AI-powered CRM for small business with contacts, deals, email campaigns, tickets, tasks, projects and team chat
CRM for insurance agents
Stage
Not given
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Founded
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Based in
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US
Pricing model
Free trial
Freemium
Pricing
Not given
Solo: $49.00/month for one user. Team: $119.00/month for 3 total users including the owner, plus $29/month per additional user. Monthly billing, no setup fee, cancel anytime.
Key features
Deals Kanban pipeline
Email campaigns with open and click tracking
AI Discover lead intelligence
Email verification
Website forms with lead source tracking
Support tickets
Tasks and email reminders
Knowledge base
Team chat
MCP connector for Claude, ChatGPT and Grok
Client and contact records
Application and policy status history
Commission tracking
Tasks and appointments
Agent license records and renewal reminders
Birthday automation for personalized client follow-ups
Monthly income goal tracking
Role-based team access control
Encrypted nightly backups
HTTPS secure connections
What makes it different
AI lead discovery and MCP connector for major AI assistants built-in
All-in-one workspace combining sales, support and delivery
Multiple workspaces with Admin and User roles
Database-level security
Built specifically for Life, Health and P&C insurance agents
Organizes clients with all linked policies in one view
Tracks dated history of application and policy status changes
Combines appointments, reminders, tasks and commission tracking in daily workflow
Motivational daily prompts and monthly income goal progress tracking