Manage your
Independent Agency
Reviews
Referrals
Quotes
Leads
Customers
Revenue
from one place.
Tired of paying for and logging in to multiple apps to grow your agency?
Win more quotes, reduce E&O claims, save more time.
$749+
Monthly Savings by replacing multiple tools with one platform that does it all.
30+
Software platforms replaced. Streamline your operations with our all-in-one CRM for independent insurance agencies.
32%
Increase in sales conversions reported by agencies who implement our automated quote follow-up system.
Features at a glance
Replace other subscriptions and tools with one software that does it all.
Digital Signature
Create and manage all documents generated for your agency - in one place. No more separate, expensive eSignature subscription.
Integrated Phone System (IVR)
Get rid of all of those landline and digital PBX subscriptions, record and transcribe calls. Eliminate E&O disputes.
Manage Your Calendar & Appointments
Schedule clients appointments and manage your calendar. Integrates with Google and Miv
Reputation Management
Schedule clients appointments and manage your calendar.
Sites, Funnels, & Forms
Track your business stats. See your monthly performance.
Conversations
Did you have that conversation in text? WhatsApp? Email? Never lose track again, all conversations in one place, on the customer record.
Automations
Automate the boring stuff!. Never forget another follow-up.
AI Receptionist
You AI receptionist is perfectly trained, works around the clock, and never gets sick. And customers love her (or him!)
Everything in one easy to use
Platform
Optimize your schedule
Effortlessly manage appointments, bookings, and events with our Calendar feature. Allow customers to book a time that works for them. You AI assistant can even see when you are available and book meetings on your behalf.
Easier for leads to become clients
Create highly-engaging forms that get clients to get in contact with you. Less time on the phone capturing key information makes everyone happier.
Build a Powerful Referral Network
Attract, train, and reward your community for referring business to you. Identify your best referrers.
Websites that convert
Stop paying high website hosting fees to out-of-date insurance website builders. We'll get you on a modern, high-converting website. All included.
Avoid losing sales while you're away
Missed a call from a client? Our missed call text back captures leads for you, even when you're busy.
Text Notifications
Never miss a client's message with the text notifications. Our mobile app ensures you get every message, no matter where it came in...email, WhatsApp, Social DMs - all in one inbox.
Get paid without any hassle in just 4 clicks.
Need a secure way to request and receive payments? Send quick invoices to clients via text or email. We integrate with Stripe, PayPal and many other processors, which means secure payments straight to your bank account.
Your business, on autopilot.
Sending appointment reminders, get more Google reviews & more. Our workflow builder eliminates tedious manual tasks. Takes the heavy lifting off your shoulders.
Connects with the tools you're already using
Pricing
Enjoy a 14-day trial on us
Foundation
$497/mo
Done with You
Reputation Management
Missed-Call Text Back
Digital Signatures
Web Chat
Text-to-Pay
Websites & Funnels
Form Builder
Conversations
Professional
$799/mo
Done with You.
Everything in Foundation +
Workflow Builder
Database Reactivation
Calendar & Online Booking
CRM
Opportunities
Referral Portal
Professional+
$4,999/mo
Done for You.
Everything in Professional +
Managed Socials
Email/SMS Marketing
Managed Ads
Campaigns
Courses & Communities
FAQ
Do you have a free trial?
Yes we have a free 14 day trial! We want you to test our product for yourself and see all the features we have. We'll even do the work to get you set up to make things easy on you.
How do I access the software?
You can access our software from any modern web browser and you can also download our iOS (iPhone) app from the Apple App Store.
How many users can I have on my plan?
Foundation includes 50 users, Professional includes 200 users, and Professional includes 500 users. Additional users are available for a small additional charge.
How do I cancel?
If you don't like our product, you can cancel anytime. Just log in to your account and from your account settings you can select "cancel account". None of that silly "contact support" stuff. (Unless you want to!)
