Business Plan: $149/month, Pro Plan: $297/month, Max Plan: $497/month. All plans include a 7-day free trial.
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
AI chatbot agent that qualifies leads and books calls
Multi-client workspaces with separate data and reporting
AI voice agent that answers and records calls
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
Built by someone in the agency business who ran 100+ client accounts
AI agents with full business context, not bolted-on chatbots
Run 50 client agencies with the workload of 10
Official platform APIs so client accounts stay secure and working
Rebill clients for what they use at your own markup
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
Inflowave