Every caller becomes a contact. Nothing lives on sticky notes.
Calls, recordings, notes, tasks and texts land on one timeline per person. Move people through your pipeline, book follow-ups on your calendar and text them from your own number.
Included on: Every plan; texting and the leads board need Agent Pro. See plans
- lines open now
- 17
- verticals taking calls
- 5
- shortest qualifying time
- 10s
- Final Expense Social: $25 per call, 10-sec minimum
- Final Expense Spanish Social: $25 per call, 10-sec minimum
- Final Expense TV: $65 per call, 10-sec minimum
- Final Expense Spanish TV: $65 per call, 10-sec minimum
- Final Expense Qualified: $75 per call, 10-sec minimum
- Final Expense Spanish Qualified: $75 per call, 10-sec minimum
- U65 Health Qualified: $150 per call, 60-sec minimum
- U65 Health Social: $110 per call, 60-sec minimum
- Auto Social: $55 per call, 10-sec minimum
- Final Expense Medicare Transfers: $50 per call, 10-sec minimum
- ACA / Health ACA: $25 per call, 10-sec minimum
- Medicare Dental: $16 per call, 10-sec minimum
- Medicare Flex Card: $16 per call, 10-sec minimum
- Medicare Grocery: $16 per call, 10-sec minimum
- Medicare Medicare: $16 per call, 10-sec minimum
- Medicare Part B Giveback: $16 per call, 10-sec minimum
- Medicare Spanish Medicare: $16 per call, 10-sec minimum
Live from the lines open today. Each line shows its price and the time a call must last before it counts.
See it the way you will use it.
One record per phone number.
Everyone you have spoken to, with their state and when you last talked. Search by name, phone or email.
- Created from every call automatically
- One record per phone number
- Tags and stages you control
Built for the way agents work.
Contacts from every call
Each call creates or updates the person's record on its own.
Pipeline
Move people from new lead to quoted to sold.
Tasks and follow-ups
Today's follow-ups on your dashboard, the rest on your calendar.
Two-way texting
On Agent Pro: text from your own number and see replies in your inbox.
Notes that stick
Notes save as you type, during the call or after.
Find anyone fast
Search by name, phone or email across your whole book.
Four steps.
Take a call
The caller's record is created as the call connects.
Capture
Details, notes and the next step while you talk.
Follow up
Callbacks and texts from the same record.
Close
Move them to sold and keep the policy with them.
Straight answers.
Which plan includes the CRM?
Every plan keeps a simple book: contacts, the call timeline, notes, tags, stages, follow-ups and the calendar. Agent Pro adds two-way texting, the leads board and your stats.
Can my agency see my book?
Your own view shows only your contacts. Agency leaders see their team's work through a separate role, never inside your personal view.
Can I bring my existing leads?
Yes. Paste numbers or upload a CSV, and they become contacts you can call and text.
Calls, dialer, CRM, quoting and Ava, together.
Let the calls ring you.
Free to join. No seat fee, no card on file. Add call money when you are ready to go online.