AI-powered agency management platform for digital agencies
CRM for insurance agents
Stage
Startup
Not given
Founded
2024
Not given
Based in
IN
US
Pricing model
Freemium
Freemium
Pricing
Free: Starter Lite forever with 1 workspace, 500 AI credits/month. Paid plans: Starter $94/month (3 workspaces, 10,000 AI credits/month), Pro $197/month (10 workspaces, 50,000 AI credits/month), Enterprise $399/month (unlimited workspaces, 200,000 AI credits/month). Yearly billing saves 17%. Add-ons
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
Client workspaces with isolated team, files and data per client
AI agents that execute tasks, send emails, and schedule posts
WhatsApp AI agent for voice notes and approvals
AI calling for lead booking and meeting scheduling
CRM pipeline management and deal tracking
Workflow automations with multi-step sequences
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 platform replaces 28+ separate tools at a fraction of the cost
AI agents that execute tasks, not just chat
Isolated client workspaces with white-label branding on Enterprise
Knowledge base training for AI agents grounded in your brand and processes
No per-seat fees, unlimited team members on all plans
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
Whizo AI