Insurance Agencies
Introductory pricing for agents and agencies
Start with 14 days free — no credit card required. Lock in these rates while we build out the insurance vertical.
Introductory pricingLimited-time rates. 21+ users on Growth billed at $799/mo.
Independent Agent
Single licensed agent
$49$99/ month
Annual — $490 per year — Get 2 Months Free
Everything a solo agent needs to run a book without letting a renewal slip.
- Complete insurance CRM
- Voice-first client and meeting entry
- Prospect and client management
- Policy, renewal, expiration, and maturity tracking
- Appointments and automated reminders
- Prepared follow-up emails
- Birthday and anniversary prompts
- Personal video and one-touch calling
- Individual pipeline and activity reporting
Most popular
Agency Starter
Up to 9 users
$299$349/ month
Annual — $2,990 per year — Get 2 Months Free
For growing agencies sharing a book, a calendar, and a lead flow.
- Everything in Independent Agent, plus:
- Up to nine users
- Shared agency client records
- Team calendar and appointment visibility
- Lead assignment
- Basic management dashboard
- Standard workflow templates
- User permissions
Agency Growth
10–20 users
$699$799/ month
Annual — $6,990 per year — Get 2 Months Free
For producer teams that need automation, supervision, and real performance data.
- Everything in Starter, plus:
- 10–20 users ($799/mo for 21+)
- Advanced workflow automation
- Producer and team performance reporting
- Supervisory visibility
- Multiple pipelines
- Agency-wide templates
- Structured onboarding and training tools
- Priority support
| Compare plans | Independent Agent | Agency Starter | Agency Growth |
|---|---|---|---|
| Users included | 1 | 2–9 | 10–20 |
| Complete insurance CRM | |||
| Voice-first client & meeting entry | |||
| Prospect and client management | |||
| Policy, renewal, expiration & maturity tracking | |||
| Appointments & automated reminders | |||
| Prepared follow-up emails | |||
| Birthday & anniversary prompts | |||
| Personal video & one-touch calling | |||
| Individual pipeline & activity reporting | |||
| Shared agency client records | |||
| Team calendar & appointment visibility | |||
| Lead assignment | |||
| Management dashboard | Basic | Advanced | |
| Workflow templates | Standard | Agency-wide | |
| User permissions | |||
| Advanced workflow automation | |||
| Producer & team performance reporting | |||
| Supervisory visibility | |||
| Multiple pipelines | |||
| Structured onboarding & training tools | |||
| Priority support |
Billed monthly, cancel anytime. 21+ users on Agency Growth billed at $799/mo. Contact us for agency-wide pricing.
Everything included in the platform
The full capability list across every plan — client work, policy work, and agency management in one system.
Client & prospect management
- Household and business client records with every member linked
- Prospect pipeline separate from active clients
- Voice-first entry — dictate a new client or meeting between appointments
- Duplicate detection and CSV import with smart column mapping
- Priority ranking, dual notes fields, LinkedIn and website links
- Full communication timeline per client
Policies & renewals
- Policy records: carrier, policy number, premium, limits, effective dates
- Renewal, expiration, X-date, and maturity tracking
- 90 / 60 / 30 day automated reminder cadence
- Cross-sell and coverage-gap flags per household
- Annuity surrender schedules and income-rider dates
- Life & LTC underwriting status and policy anniversaries
Appointments & communication
- Online booking against each producer's real availability
- Two-way Google Calendar sync and team calendar visibility
- Automated appointment reminders by text and email
- Prepared follow-up emails after every meeting
- One-touch calling and texting from the client record
- Personal video messages and video policy reviews with AI recaps
Relationships & retention
- Birthday and anniversary prompts and automatic greetings
- MyFamilyPulse gift accounts for top clients
- Referral-ask sequences built into the review cycle
- Dormant-book revival campaigns
- Non-renewal save workflow with owner escalation
Pipelines, automation & reporting
- Lead → Quoted → Application → Underwriting → Bound → Issued stages
- Multiple pipelines by line of business (Growth plan)
- Advanced workflow automation and agency-wide templates
- Lead assignment and round-robin distribution
- Individual, producer, and team performance reporting
- Supervisory visibility and management dashboards
Agency administration
- User permissions and role-based access
- Producer bench with licenses, lines of authority, and appointed carriers
- Document vault: dec pages, applications, ACORD forms, certificates
- Structured onboarding and in-app training tour
- Row-level data isolation per agency and auditable history
- Priority support on Agency Growth
Start with your book, not a blank screen
Import your clients and policies, and ClientPulse builds the renewal calendar for you.