The Agency Business System for insurance

The whole agency, split into tools.

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Built to protect producer time

Three businesses, costed

What a month on the platform actually costs.

Three invented months at real rates: the seat, the numbers, every text, every minute on the dialer, and the AI at what it actually runs. Leads, if you buy them from us, are the big line, and they are shown as their own line so you can see what the software costs without them.

Solo agent

One producer, working their own book, buying leads from us. No team, no agency account.

  • 100leads bought
  • 900dials
  • 400leads texted
  • 36AI conversations
See the bill
  • CRM seat1 x $19.99$19.99
  • Phone numbers and 10DLC2 numbers at $1, one campaign at $10$12.00
  • Texting400 contacts, about 5 texts each$16.00
  • Dialing900 dials, about 1.8 min each$11.34
  • AI Lead Assistant36 conversations, 300 old leads revived$31.02
  • Copilot and Underwriting60 Copilot turns, 40 underwriting questions$5.80

On the platformper month$96

Leads from us100 realtime leads at $22$2,200

All in, per month$2,296

Producer in an agency

A rep on someone else's floor. The agency buys the leads and holds the 10DLC registration; this is the rep's own month.

  • 150leads handed down
  • 1,200dials
  • 600leads texted
  • 54AI conversations
See the bill
  • CRM seat1 x $19.99$19.99
  • Phone numbers1 number at $1, on the agency's campaign$1.00
  • Texting600 contacts, about 5 texts each$24.00
  • Dialing1,200 dials, about 1.8 min each$15.12
  • AI Lead Assistant54 conversations$38.88
  • Copilot and Underwriting40 Copilot turns, 60 underwriting questions$7.20

On the platformper month$106

Leads from usthe agency buys them$0

All in, per month$106

Agency owner

An owner and eight producers. The agency buys the leads, distributes them, and runs the floor.

  • 600leads bought
  • 8,000dials
  • 3,000leads texted
  • 216AI conversations
See the bill
  • CRM seats9 x $19.99$179.91
  • Agency accountflat, any team size$30.00
  • Phone numbers and 10DLC12 numbers at $1, one campaign at $10$22.00
  • Texting3,000 contacts, about 5 texts each$120.00
  • Dialing8,000 dials, about 1.8 min each$100.80
  • AI Lead Assistant216 conversations, 3,000 old leads revived$206.52
  • Copilot and Underwriting200 Copilot turns, 300 underwriting questions$36.00

On the platformper month$695

Leads from us600 realtime leads at $22$13,200

All in, per month$13,895

Estimates, not quotes. Texting and dialing are Telnyx's published rates, billed by your carrier and not by us: about $0.008 a text segment, $0.007 a minute, $1 a number a month and $10 a month for a 10DLC campaign. AI is charged from your credits at what each turn costs, and the figures above use the average a turn has actually been charged on a live agency; the Underwriting Assistant line is an estimate. Volumes are made up. Your month will differ, and the rates will not.

The tools

You can see them all. You are not meant to use them all.

CRM Your book, organised Dialer Work the phone Quoting Run the numbers Insurability Will a carrier take them Leads Marketplace What you bought from us Recruiting Build the downline New Agent Get licensed, get contracted, get trained Commissions Your book and what it paid Scoreboard Everyone's numbers, side by side Ads & Campaigns Buy attention, book appointments AI & Automations Tell it what you want to happen Boards Lists, cards, and what is actually moving Telephony Numbers and carriers Agency Management Run the agency Branded Call Center A call centre in your brand's name

AI SMS replies

A lead lands and the conversation starts without you.

The first text goes out in minutes, the who-is-this gets handled, and the health question gets handed to a licensed human rather than answered.

Leads MarketplaceAds & CampaignsAI & AutomationsCRM

Two different questions

Will a carrier take them, and separately, what does it cost?

The Insurability Form goes to their phone before anyone drives anywhere, and the grade comes back with the answers that produced it. The carrier underwrites; this tells a producer where a case is likely to place.

InsurabilityQuoting

Sample prospects. Virtual Closer develops the field information to help you see who's most insurable. Agency decision-support, not a carrier underwriting decision.

One job, one tool

An hour of dialing, and nothing in the tool that is not a call.

The queue, the number, the disposition and the lead's own history on one screen. Underneath it, the numbers and the 10DLC registration that decide whether any of it connects at all.

DialerTelephonyBranded Call Center

The work does not stop at sold

Sold, issued, serviced, a pipeline per product line.

Every line you write runs its own stages and its own owner, and what a carrier statement shorted is flagged rather than discovered in March.

CRMBoards

The owner's half

Production, comp, the downline, and a new hire's first ninety days.

Written as the floor works rather than reconciled at month end, and the producer you hired last week opens their own tool for licensing, contracting and training instead of your recruiting pipeline.

Agency ManagementRecruitingNew Agent

The same numbers, twice

What the book paid you, and where you stand.

A producer's own commissions, persistency and chargebacks are private to them. The same production, ranked for the whole agency, is meant to be seen , and nobody can type their own number into either one.

CommissionsScoreboard

One account

Fifteen tools. One book of business.

The lead the AI texted at 9pm is the lead the dialer calls on Tuesday, the prospect the Insurability Form graded, the application the pipeline tracks and the client the portal serves. Same record in every tool, so there is nothing to sync, no export, and no second place where the truth might be.

Book a demo The long write-ups

Tell us what your week looks like and we will tell you which three.

Thirty minutes, on your own product lines. Everything above is running right now. Go and watch it work.

Book a demo See pricing