Free 7-day pilot with full platform access. Paid plans at $69 per user per month, billed monthly with CRM, dialer, call recording, post-call AI summaries, pre-call briefings, live AI suggestions, transcription, dashboard analytics, knowledge base and email support included.
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
Real-time objection handling with AI-suggested responses
Pre-call intelligence briefings with prospect history and pain points
Automated email and WhatsApp follow-ups
Pipeline and conversation analytics
Auto-updating contact and deal records
Live call transcripts and smart statistics
Built-in dialer
Call recording
Knowledge base for sales playbooks
Dashboard analytics
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
Joins every call with live AI guidance during conversations
Provides real-time objection responses in milliseconds
Setup in less than 2 minutes
Works across multiple industries and team sizes
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