Revolutionizing Life Insurance Sales with AI-Driven Solutions
InsuraCentral: The CRM
Insurance Agents Swear By
Streamline workflows, boost sales, and strengthen client relationships with AI-powered underwriting, instant quoting, and automated engagement.
No credit card required • Cancel anytime
300%
Boost in customer connections, driving record- breaking sales!
Up to 500%
Increase in client answer rates with AI-Powered dialing and area code mimicry
60+ Hours saved
Monthly with automated policy management and follow-ups.
Our Expertise
Experience the Cutting-Edge
Complete CRM for Agents
Everything you need to run your book of business in one place. Track leads, manage clients, attach policies, and stay organized with a CRM built specifically for life insurance agents.
Power Dialer & Smart Area Code Matching
Call faster and connect smarter. Use our multi-line power dialer and automatically match client area codes so your calls look local—boosting answer and response rates instantly.
AI Underwriting & Quoting Bot
Quote and underwrite with ease inside the platform. Our proprietary InsuraBot technology helps you generate instant, accurate quotes and underwriting recommendations in real time.
Automated Follow-Ups & Sentimentals
Keep relationships warm without lifting a finger. Automated appointment reminders, birthday messages, and holiday greetings keep you top of mind with clients year-round.
Policy Management + Lead Integrations
Attach policy data directly to client records and manage it all from one screen. Plus, if you're buying from top registered vendors, your leads flow in automatically—no manual uploads required.
Agency Owner Dashboard (For Owners)
Maintain complete oversight of your business. Issue leads, track revenue, monitor agent performance, and manage growth—all from a single owner's dashboard.
Life Insurance CRM
Everything You Need to Succeed as a Life Insurance Agent
Complete CRM for Agents
Everything you need to run your book of business in one place. Track leads, manage clients, attach policies, and stay organized with a CRM built specifically for life insurance agents.
Competitive monthly subscriptions
The Right Package For Everyone
Basic
Essentials to get started, ideal
for beginners.
$120/month
- Smart area code matching: Local AI dialer ($4/month per area code)
- Power dialer
- Policy upload & management
- Lead management: policies, documents, personal data, notes
- Unlimited calls & history
- Unlimited SMS & history
- Appointment scheduling & reminders
- 5,000 leads import per month
- Weekly/monthly PDF performance reports
ADVANCED
Fully-Fledged
All Standard features plus premium tools
for top-tier performance
$240/month
- Smart area code matching: Local dialer for leads ($2/month per area code)
- AI underwriting bot access
- Policy upload & management
- Lead management: policies, documents, personal data, notes
- Unlimited calls, history, recordings, & SMS
- Appointment scheduling & reminders
- Automated greetings for birthdays & holidays
- Unlimited leads import per month
- Forward incoming calls to your phone
- Weekly/monthly PDF performance reports
Enterprise
Custom AI-driven solutions for agencies and enterprise-level teams.
Inquire for Pricing
- Everything in Fully-Fledged, plus:
- Dedicated account manager for onboarding & success
- Custom AI model training (optimize dialer, underwriting, & engagement for your agency)
- Multi-user & team management (seat-based access control, advanced permissions, team dashboards)
- Priority support with SLA (faster response times, phone & chat support)
- Custom integrations with lead vendors, CRMs, or internal tools
- Advanced analytics & reporting (white-labeled PDFs, trend forecasting, multi-agency rollups)
- VoIP number pooling across teams
- Agency-wide automation rules (drip campaigns, retention workflows, compliance alerts)
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Frequently Asked Questions
Have questions? Get in touch with our sales team.