All in one
Inbound calls, CRM and dialer in one app for insurance agents
Why agents who buy calls end up stitching together three or four tools, and what it looks like when the call, the contact and the dialer live in one place.
By the WeGenerate team · Reviewed
The usual stack
A call vendor in one tab, a CRM in another, a dialer in a third and a quoting tool in a fourth. The caller's details get typed twice and the recording lives somewhere else.
In one app
- Every inbound caller becomes a contact with the recording, notes and follow-ups on one timeline.
- Quote carriers while the caller is still on the line, then track the policy from sold to issued.
- Dial your own list with preview or power dialing, with calling hours, do-not-call and attempt limits checked before every dial.
- Ask Ava, the AI assistant, about your calls and your book in plain English.
- Go online and take calls from your phone's browser.
Start free, add tools when you want them
The free plan takes live calls. Paid plans add texting, the CRM tools, quoting and the dialer. Today's prices are on the pricing page.
See the lines for yourself
Agent plans start free. Book a demo and we’ll walk you through the floor, or sign up and pick your lines.