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
Unified customer card with leads, visits, quotes and invoices
Real-time ERP integration and synchronization with Subiekt, Nexo
Mobile work support for field and office teams
Centralized visit scheduling eliminating communication errors
Clear goals and next steps for each sales representative
Document generation in seconds
Customizable modules tailored to business needs
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
Keeps all customer information, tasks and transactions in one place preventing data loss
Real-time ERP integration without changing existing workflows
Centralized team coordination visible across all devices
Professional implementation and comprehensive support
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
powerCRM