Stop losing leads to messy spreadsheets and forgotten follow-ups. One place for every contact, every policy, every task.
Drag-and-drop Kanban board to track leads through your sales process
Insurance policies and annuities for each client, organized and searchable
Real-time presence, quick notes, and task assignment for your whole team
Drag and drop contacts through your sales stages. See your entire pipeline at a glance.
John Doe
Life Insurance
Sarah Miller
Life Insurance
Sarah Miller
Life Insurance
Robert Johnson
Life Insurance
Robert Johnson
Life Insurance
Amy Kim
Life Insurance
Amy Kim
Life Insurance
Mike Lewis
Life Insurance
Mike Lewis
Life Insurance
Tom Brown
Life Insurance
Tom Brown
Life Insurance
Life Insurance
Drag contacts between stages. Click to view details. Filter by product type.
Every tool you need to manage your book of business. Insurance and annuity records built in. From first contact to policy renewal.
Start your workspace. Every plan includes the full CRM foundation. Higher tiers expand capacity, AI modules, workflows, and team tools.
Founding rate locked in as long as you stay subscribed.
One agent. One book. Everything you need to stay organized and never lose a lead.
For the serious producer who needs more AI, more room, and more automation.
+$20/seat for additional seats
Start Your WorkspaceFor teams that need hierarchy, permissions, reporting, and true operational scale.
+$15/seat for additional seats
Start Your Workspace| Feature | Solo Agent | Agent Pro | Agency |
|---|---|---|---|
| Seats included | 1 seat | 3 seats | 10 seats |
| Extra seats | N/A | +$20/seat | +$15/seat |
| Contacts | 2,500 | 10,000 | 50,000 |
| Insurance + annuity records | |||
| AI bot modules | 2 modules | 5 modules | 10 modules |
| BYOAI: Gemini OAuth | |||
| BYOAI: Claude API key | |||
| BYOAI: OpenAI API key | |||
| Task workflows | |||
| Reina AI assistant | |||
| Reina block scheduling | |||
| Reina call coaching | |||
| Ask Reina (email queries) | |||
| Smart import (auto-format + cleanup) | |||
| Duplicate detection + merge | |||
| AI-powered import | |||
| Activity tracking (ATBT) | |||
| Team alerts + deadlines | |||
| Google Calendar sync | |||
| Zoom meeting integration | |||
| Meeting types (video, phone, in-person) | |||
| ICS calendar attachments | |||
| Lead capture form (embeddable) | |||
| QR code lead capture | Up to 2 | Up to 10 | Up to 25 |
| Custom QR code slugs | |||
| Active short links | 10 | 50 | 250 |
| Smart lead routing | |||
| Source tracking | |||
| Interest-based workflow routing | |||
| 16-question financial survey | |||
| AI-powered capture (scan, voice, paste) | |||
| Remove platform branding | |||
| Client portal + appointment scheduling | |||
| Automated follow-up reminders | |||
| Automated client emails | |||
| Telegram integration | |||
| SMS + phone (bring your own) | |||
| Email marketing (bring your own) | |||
| Agency team management | |||
| Shared reporting | |||
| Sub-teams | |||
| Full team permissions | |||
| Dedicated onboarding | |||
| Priority support | |||
| Request new integrations |
Seats included
Solo Agent
1 seatAgent Pro
3 seatsAgency
10 seatsExtra seats
Solo Agent
N/AAgent Pro
+$20/seatAgency
+$15/seatContacts
Solo Agent
2,500Agent Pro
10,000Agency
50,000Insurance + annuity records
Solo Agent
Agent Pro
Agency
AI bot modules
Solo Agent
2 modulesAgent Pro
5 modulesAgency
10 modulesBYOAI: Gemini OAuth
Solo Agent
Agent Pro
Agency
BYOAI: Claude API key
Solo Agent
Agent Pro
Agency
BYOAI: OpenAI API key
Solo Agent
Agent Pro
Agency
Task workflows
Solo Agent
Agent Pro
Agency
Reina AI assistant
Solo Agent
Agent Pro
Agency
Reina block scheduling
Solo Agent
Agent Pro
Agency
Reina call coaching
Solo Agent
Agent Pro
Agency
Ask Reina (email queries)
Solo Agent
Agent Pro
Agency
Smart import (auto-format + cleanup)
Solo Agent
Agent Pro
Agency
Duplicate detection + merge
Solo Agent
Agent Pro
Agency
AI-powered import
Solo Agent
Agent Pro
Agency
Activity tracking (ATBT)
Solo Agent
Agent Pro
Agency
Team alerts + deadlines
Solo Agent
Agent Pro
Agency
Google Calendar sync
Solo Agent
Agent Pro
Agency
Zoom meeting integration
Solo Agent
Agent Pro
Agency
Meeting types (video, phone, in-person)
Solo Agent
Agent Pro
Agency
ICS calendar attachments
Solo Agent
Agent Pro
Agency
Lead capture form (embeddable)
Solo Agent
Agent Pro
Agency
QR code lead capture
Solo Agent
Up to 2Agent Pro
Up to 10Agency
Up to 25Custom QR code slugs
Solo Agent
Agent Pro
Agency
Active short links
Solo Agent
10Agent Pro
50Agency
250Smart lead routing
Solo Agent
Agent Pro
Agency
Source tracking
Solo Agent
Agent Pro
Agency
Interest-based workflow routing
Solo Agent
Agent Pro
Agency
16-question financial survey
Solo Agent
Agent Pro
Agency
AI-powered capture (scan, voice, paste)
Solo Agent
Agent Pro
Agency
Remove platform branding
Solo Agent
Agent Pro
Agency
Client portal + appointment scheduling
Solo Agent
Agent Pro
Agency
Automated follow-up reminders
Solo Agent
Agent Pro
Agency
Automated client emails
Solo Agent
Agent Pro
Agency
Telegram integration
Solo Agent
Agent Pro
Agency
SMS + phone (bring your own)
Solo Agent
Agent Pro
Agency
Email marketing (bring your own)
Solo Agent
Agent Pro
Agency
Agency team management
Solo Agent
Agent Pro
Agency
Shared reporting
Solo Agent
Agent Pro
Agency
Sub-teams
Solo Agent
Agent Pro
Agency
Full team permissions
Solo Agent
Agent Pro
Agency
Dedicated onboarding
Solo Agent
Agent Pro
Agency
Priority support
Solo Agent
Agent Pro
Agency
Request new integrations
Solo Agent
Agent Pro
Agency
Our setup services help you get the most out of your CRM from day one.
Get up and running quickly
Comprehensive team training
We handle everything for you
Start your workspace and set it up for 7 days before choosing a plan. Nothing falls through the cracks.
Not a full free trial. Core CRM starts immediately. Advanced features activate with a paid plan.