Power dialer and CRM with an AI head of sales that finds leads, reviews calls, and coaches reps
CRM for insurance agents
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Paid
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
Power dialer with one-click Call Next
CRM with companies, contacts, deals and tasks
AI call review on every connected call with transcripts and sentiment
Lead finding from Google Maps, B2B databases, LinkedIn and job posts
Email from Gmail or Outlook with send and receive in-app
Do-not-call list scrubbing and calling hours compliance
Call recording and transcription
Integration with Gmail, Outlook, Slack, Claude and ChatGPT
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 reviews every connected call and writes each rep's morning brief
Unlimited users without per-seat pricing on Team and Organization plans
Single-line dialing so reps are live on every connection
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
Sales Montana