AI-Native Insurance CRM

Close more leads. Work fewer hours.

The first CRM built specifically for insurance agents — with an AI voice agent, automated follow-ups, and a pipeline that actually understands your book of business.

Start 14-day free trial → Book a demo

Cancel anytime Setup in under 10 minutes Built for insurance agents

What is inside

Six tools. One platform.

Everything you need to run an agency, nothing you do not.

Lead capture

Auto-pulls from email, web forms, and lead vendors. No manual entry.

AI sequences

Email and SMS follow-ups that adapt based on replies and engagement.

AI voice agent

Answers, qualifies, books — and summarizes every call.

Smart pipeline

Stages mapped to how insurance actually sells.

Compliance

TCPA, CAN-SPAM, quiet hours, opt-outs — all handled.

Integrations

Connects to your rater, AMS, and quoting tools.

By the numbers

Why it matters.

What agents see in their first 90 days.

faster follow-up

more leads contacted

higher close rate

hours saved per week

Pricing

One plan. Everything included.

$299/mo or $3,229/yr (save 10%). Includes 3 seats. 14-day free trial. Cancel anytime.

Cadence

$299 /mo

Or $3,229/yr — save 10%. Includes 3 seats; add more for $79/mo each.

Unlimited leads, clients, templates
3 seats included · $79/mo per additional
AI sequences + voice agent
RingCentral + Twilio routing
Sheets sync + analytics
Priority support

Start 14-day free trial

Optional add-on: Outbound voice & SMS — $149/mo

Cadence for Enterprise

Custom /pricing

Agency districts and multi-agency groups. Up to 100 agencies under one umbrella, scalable on request.

Dedicated account manager
White-glove onboarding & training
Custom integrations available
Invoice billing, net-30 terms
99.9% SLA uptime guarantee
Quarterly business reviews

Contact sales →

Get in touch.

Questions? We will get back within 24 hours.

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Customer Service

669-679-9629

Monday–Friday, 9am–5pm PST