InsuraCentral: The CRM
Agents Swear By
Streamline workflows, boost sales, and strengthen client relationships with AI-powered underwriting.
Mutual of Omaha - Living Promise
✓ Approved
Experience the Cutting-Edge
Complete CRM
Track leads, manage clients, attach policies, and stay organized.
Power Dialer
Call faster. Multi-line dialing calls up to 4 leads at once.
AI Underwriting
InsuraBot generates accurate quotes instantly.
Automated Sentimentals
Birthday messages and holiday greetings on autopilot.
Lead Vendor Integrations
Direct vendor integration for automated lead flow.
Agency Dashboard
Track revenue, monitor agents, and manage growth.
Key Value Drivers
Command Center
Track leads, manage clients, attach policies, and stay organized in one clean view.
InsuraCentralBETAWelcome back, John Davis
Here's what's happening with your insurance sales today.
+12.5% from last period
+23 new this week
+8 this month
3 scheduled today
The Right Package For Everyone
Basic
Essentials to get started, ideal for beginners.
- 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
Fully-Fledged
All Standard features plus premium tools for top-tier performance.
- 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.
- Everything in Fully-Fledged
- Dedicated account manager for onboarding & success
- Custom AI model training (optimize dialer, underwriting)
- Multi-user & team management (seat-based access)
- Priority support with SLA
- Custom integrations with lead vendors, CRMs, or tools
- Advanced analytics & reporting
- VoIP number pooling across teams
- Agency-wide automation rules
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Frequently Asked Questions
What is InsuraCentral?
InsuraCentral is an all-in-one platform built specifically for life insurance agents to manage leads, automate follow-ups, and underwrite policies using AI.
Why do I need a CRM?
A specialized CRM helps you organize client data, automate tedious tasks like birthday messages, and ensures no lead falls through the cracks.
How fast is setup?
Most agents are up and running within minutes. Our setup wizard guides you through importing leads and setting up your dialer instantly.