| What it does | Unified invoicing, CRM, multi-channel outreach, and AI workflows in one modular platform
| CRM for insurance agents
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| US
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| Pricing model | Freemium
| Freemium
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| Pricing | Free Core OS: $0/mo (up to 5 invoices/month, 100 CRM contacts, 1 outreach sequence, 3 social posts/week, 50 AI credits). Invoicing Pro: $9/mo. Outreach & Multi-Mailbox Pro: $15/mo. Content & Algorithm Rituals Pro: $9/mo. Extra Team Seats: $5/mo per seat. AI Credits: 50 free starter, Starter Pack +50
| 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.
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| Key features | - Zero-fraud escrow invoicing with 7-14 day maturation and 10% rolling reserve
- ESP-matched mailbox routing (Gmail to Google Workspace, Outlook to Microsoft 365, Private SMTP)
- Continuous Forever Warm-Up with automated Spam-to-Inbox rescue
- Multi-channel sequences across email, LinkedIn, Instagram, Facebook, Fiverr, TikTok
- Two-way QuickBooks Online sync for invoices and accounting
- Internal KYC verification for payment processing
- Apollo-style live contact variable preview with sticky thread follow-ups
- Snov.io lead import with automatic DNS MX ESP classification
| - 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
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| What makes it different | - Modular add-on pricing starting at free with toggle-on capabilities instead of bloated $99+/mo tiers
- Zero-fraud invoice protection with internal KYC, 3D Secure, and 7-14 day escrow
- 3-stage social warm-up automation with pre-post engagement, 1st-comment link vault, and golden-hour tasks
- ESP-matched mailbox routing to optimize deliverability by matching prospect domain to sender mailbox pool
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 16 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 3 | 0 |
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| Citation Flow (Majestic) | 20 | 0 |
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| Referring domains (Majestic) | 30 | 0 |
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Trevidia