Every plan includes our 24/7 AI Receptionist, iMessage blue-bubble texting, and a dedicated account manager. Launch: pick up to 3 insurance-line modules. Build + Command: get all 5, and you own your website after 12 months. No contracts. 30-day satisfaction guarantee.
Pick a tier. Get set up fast. Upgrade anytime.
Pick up to 3 insurance-line CRM modules, built for Personal Lines, Commercial, Life, Medicare & ACA, or Final Expense. Every lead answered in 5 seconds, qualified, and booked on your calendar, even at 2 AM. Live in 48 hours.
No contract · cancel anytime · 30-day satisfaction guarantee
BOOK A CALLALL 5 insurance-line CRM modules. You own your premium 11-page website after 12 months. Custom pipelines for every line you write.
No contract · cancel anytime · 30-day satisfaction guarantee
BOOK A CALLALL 5 modules + local SEO dominance. Every lead answered, every "insurance near me" search won, every review managed. Senior AM.
No contract · cancel anytime · 30-day satisfaction guarantee
BOOK A CALLEvery feature, side by side. No surprises.
| Feature | Launch $647/mo |
Build $1,447/mo |
Command $2,147/mo |
|---|---|---|---|
| 🎯 Insurance-Line CRM Modules | Up to 3 (you pick) | ALL 5 | ALL 5 |
| 🏠 You Own Your Website After 12 Months | - | ✓ YES | ✓ YES |
| 🎙️ 24/7 AI Receptionist | ✓ Included | ✓ Included | ✓ Included |
| 🧑💼 Dedicated Account Manager | ✓ Monthly check-ins | ✓ Bi-weekly check-ins | ✓ Senior AM, weekly check-ins |
| 💙 iMessage Blue-Bubble Texting | ✓ | ✓ | ✓ |
| 2-Way SMS from CRM | ✓ | ✓ | ✓ |
| Missed-Call Text-Back | ✓ | ✓ | ✓ |
| Auto Review Requests | ✓ | ✓ | ✓ Managed |
| Website Chat Widget + AI | ✓ | ✓ | ✓ |
| E-Signature | ✓ | ✓ | ✓ |
| Mobile App (iOS + Android) | ✓ | ✓ | ✓ |
| Email Marketing + Templates | ✓ | ✓ | ✓ |
| Social Media Scheduler | ✓ | ✓ | ✓ |
| Payments + Invoicing (Stripe) | ✓ | ✓ | ✓ |
| Users | Unlimited | Unlimited | Unlimited |
| CRM Platform | ✓ | ✓ | ✓ |
| Sales Pipelines | 2 (leads + renewals) | 2 + custom per LOB | 2 + custom per LOB |
| Automations | ✓ Full suite | ✓ Full suite | ✓ Full suite |
| Calendar Booking | ✓ | ✓ | ✓ |
| Website | ✓ 5 pages | ✓ 11 pages (own after 12 mo) | ✓ 11 + 5 custom (own after 12 mo) |
| Template Selection | Basic | Full library (9) | Full library + customization |
| SSL + Hosting | ✓ | ✓ Dedicated | ✓ Dedicated |
| Blog Posts | - | 1 starter | 3 starters |
| Google Profile Optimization | - | - | ✓ Full 12-point |
| "Near Me" Search Ranking | - | - | ✓ Managed |
| Citation Building | - | - | 50+ directories |
| Review Management | Review link | Review link | Managed (boost rating) |
| Reporting | CRM dashboard | CRM + website | Full report + strategy |
| Strategy Calls | - | Quarterly | Monthly |
| Onboarding | 30-min call | 60-min call | 60-min call |
| Support | Email (48-hr) | Email + chat (24-hr) | Email + chat + phone (same-day) |
| Contract | None | None | None |
| Guarantee | ✓ 30-day satisfaction | ✓ 30-day satisfaction | ✓ 30-day satisfaction SEO excluded |
Available for Build and Command tiers unless noted.
4 posts/month to drive organic traffic
8 posts/month for faster ranking results
We run your Google Ads. You get the leads.
More pages to rank for more keywords
Get listed on top-tier directories for more visibility
A sharp logo that builds trust (all tiers)
Words that sell, written by a pro
Pricing is per location. Add more locations at a discount: Build +$500/mo, Command +$700/mo each. Every location gets its own website and local setup. Contact us to get started.
Book a free consultation. We’ll audit your current setup, show you where leads are falling through the cracks, and recommend the right tier. No pressure, no contracts, 30-day money back.
No setup fee · Month to month · Cancel anytime · 30-day satisfaction guarantee (SEO excluded)
SOC 2 Type II infrastructure · TCPA & CAN-SPAM compliant tooling · Encrypted in transit & at rest · Security & data practices