All-in-one CRM and business software with AI for growing teams
CRM for insurance agents
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Freemium
Freemium
Pricing
Free trial available. Paid plans: Pro at $29 per seat per month (billed yearly, $39 monthly), and Business at $59 per seat per month (billed yearly, $79 monthly). Enterprise custom pricing available. Plans start at $29 per seat per month, billed yearly.
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
Flexible CRM with custom record types and fields
Meeting Assistant with desktop app and editable summaries
Email sync and automatic campaigns
Booking pages and scheduling
E-signature and document management
Forms and lead capture
Customer support features including portal and knowledge base
AI Assistant and Autopilot automation
Reports and dashboards
Chrome extension for lead capture
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
All-in-one workspace reduces need for separate apps and integrations
No setup fees; help shaping workspace included for free
Grows with your team from simple list to advanced automation
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
SoftSync