Everything You Need
50+ features built specifically for insurance agents. No feature gating. No hidden tiers. Everything included in one simple plan.
AI & Automation
AI-Powered Inbox
AI handles 80% of common inquiries 24/7, escalates complex questions to you automatically.
Smart Scheduling
Online booking with automated reminders, video meeting creation, and calendar sync.
Social Media Automation
AI-generated content and images, scheduled posting, calendar view. LinkedIn, Facebook, Twitter/X.
Email Campaigns
Automated nurture sequences, newsletters, double opt-in compliance.
Client Management
Contact Management
Full CRM with unlimited contacts, notes, tasks, tags, and communication history.
Policy Tracking
Track all policies with carrier, numbers, dates. Renewal reminders keep you on top of renewals.
Annual Reviews
Schedule and track annual policy reviews to increase client retention.
Communication History
See all interactions with each client in one place - emails, calls, meetings.
Agent Management
Unlimited Agent Tracking
Manage your team at no extra cost - track licenses, E&O insurance, compliance.
License Tracking
Store license numbers, states, expiration dates. Get renewal reminders.
E&O Insurance
Track insurance carriers, policy numbers, and renewal dates.
Training Progress
Monitor agent onboarding, licensing journey, and development milestones.
Marketing & Events
Event Management
Host classes, webinars, workshops with RSVP tracking and automated reminders.
Email Templates
Pre-built templates for common scenarios, fully customizable.
Campaign Analytics
Track open rates, click rates, and campaign performance.
Newsletter System
Regular newsletters with public archive for SEO benefits.
White-Label & Branding
Custom Domain
Use your own domain (e.g., app.youragency.com) - we handle the technical setup.
Logo Upload
Upload your logo, appears everywhere clients interact with the platform.
Brand Colors
Customize the platform colors to match your brand identity.
Email Customization
All emails go out with your branding and from your custom domain.
Integrations
Video Conferencing
Integrated Zoom and Google Meet support. Auto-create meetings for bookings.
Calendar Sync
Two-way sync with Google Calendar prevents double-bookings.
Social Media
Connect LinkedIn, Facebook, Twitter/X for automated posting.
Email Delivery
Professional email delivery via Resend with high deliverability rates.
And Much More...
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All features included. No hidden costs. 14-day free trial.
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