InsuraCentral: The CRM
Agents Swear By
Streamline workflows, boost sales, and strengthen client relationships with AI-powered underwriting.
No credit card needed · 1 free number for 30 days
Mutual of Omaha - Living Promise
✓ Approved
Up and Running in 3 Simple Steps
No contracts. No credit card upfront. Pick your plan, get a free phone number, and start writing policies today.
Select Your Free Trial Plan
Choose Basic or Fully-Fledged, pick your area code, and get a free phone number — 14-day free trial with your number free for 30 days.
Set Up Your Book of Business
Import your leads, connect your carriers, and configure your power dialer — your CRM is ready in minutes.
Start Writing Policies
Dial prospects, let InsuraBot handle quoting and underwriting, and watch your production numbers climb.
Most agents are fully operational within their first hour.
See InsuraCentral in Action
Product walkthrough coming soon
Experience the Cutting-Edge
Complete CRM
Track leads, manage clients, attach policies, and stay organized.
AI Underwriting
InsuraBot generates accurate quotes instantly.
Power Dialer
Call faster. Multi-line dialing calls up to 4 leads at once.
Automated Sentimentals
Birthday messages and holiday greetings on autopilot.
Lead Vendor Integrations
Direct vendor integration for automated lead flow.
InsuraArmor
AI monitors your outbound numbers 24/7 to reduce or eliminate spam-likely caller ID — so more of your calls actually get answered.
Built-in eFax
Send and receive faxes directly from the CRM. No third-party service needed.
SMS & Communication Hub
Text leads, send bulk campaigns, and manage all conversations in one inbox. A2P 10DLC registration is handled by us — you're compliant from day one.
AI Calling
AI-powered outbound calls that prospect, qualify, and book appointments — your AI agent working around the clock.
Rewards & Leaderboard
Gamify your agency. Track agent performance, rank producers, and reward top closers.
Agency Dashboard
Track revenue, monitor agents, and manage your agency's growth from one place.
...plus many more features built specifically for insurance agents.
Start Your Free 14-Day TrialNo credit card needed · 1 free number for 30 days
Key Value Drivers
Command Center
Track leads, manage clients, attach policies, and stay organized in one clean view.
InsuraCentralWelcome 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
Built for Life Agents, Not Generalists
Generic CRMs require heavy customization, and legacy insurance tools are clunky. See why top agents are making the switch.
Swipe to explore all features →
Stop paying for tools that don't fit.
Join the agents selling more policies with less effort.
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
No credit card needed · 1 free number for 30 days
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
No credit card needed · 1 free number for 30 days
Super Agent
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Enterprise
Built for agencies and teams that need more control, more support, and custom solutions.
Everything in Fully-Fledged, plus:
Trending on Blog
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Face-to-Face Life Insurance Sales: Pros and Cons
Selling life insurance face-to-face has been a traditional method that many agents prefer. This approach allows for personal interaction, which can be crucial in building trust and understanding client needs. However, like any sales method, it has it
Best Practices for Managing Client Relationships in Life Insurance
Managing client relationships effectively is crucial for success in the life insurance industry. Building trust, maintaining communication, and providing exceptional service can set you apart from competitors and foster long-term relationships. Here
Top Tips for Building a High-Performing Insurance Sales Team
Creating a high-performing insurance sales team requires strategic planning, effective management, and continuous improvement. Here are some top tips to help you build a team that consistently meets and exceeds sales targets.
Frequently Asked Questions
What is InsuraCentral?
InsuraCentral is an all-in-one CRM built specifically for life insurance and final expense agents. It combines lead management, a power dialer, AI underwriting, automated follow-ups, eFax, compliance tools, and more — everything you need to sell and service policies in one platform.
How does the 14-day free trial work?
Sign up, pick your plan (Basic or Fully-Fledged), and get full access for 14 days — no credit card required. You also get a free phone number for 30 days. If you love it, your subscription kicks in automatically. If not, you can cancel anytime before the trial ends.
Why do I need an insurance-specific CRM?
Generic CRMs weren't built for insurance workflows. InsuraCentral has policy tracking, carrier integrations, AI quoting, DNC compliance, and a built-in dialer — features you'd spend thousands customizing in a generic CRM, if they're even possible.
What's the difference between Basic and Fully-Fledged?
Basic gives you the CRM, dialer, and essential tools to start selling. Fully-Fledged unlocks everything — agency management, InsuraArmor compliance, multi-line dialing (up to 4 lines), advanced analytics, eFax, and the ability to build and manage your own team.
Do I need to bring my own leads?
You can import your existing leads via CSV or connect directly with lead vendors like BigDaddyLeads, CaboomLeads, and more for automated lead flow. InsuraCentral works with whatever lead source you use.
Can I migrate data from my current CRM or spreadsheets?
Yes. You can import leads, client records, and notes via CSV upload in just a few clicks. Whether you're coming from another CRM, spreadsheets, or a notebook — we make the switch easy.
Ready to revolutionize
your sales?
Join the agents who are closing more policies with less effort.
Start 14-Day Free TrialNo credit card required · Cancel anytime
Integrations
Your Leads Flow Straight Into Your CRM
Buy leads from your favorite vendors and they automatically appear in your dashboard — ready to dial. No manual uploads, no copy-pasting.
All lead vendor integrations are included free with every plan.
Have a vendor you want connected? Let us know