InsureFlow
Agent operating system
Your whole book.
One clean CRM.
A full CRM, a secure client intake toolkit, team management, appointment texting and every major carrier. One login, one price, no add ons.
$300 a month flat Secure workflow Cancel anytime
Today
Your pipeline
142
Dials
18
Intakes
6
Issued
- Application sent
Marcus Reed
Mutual of Omaha
- Awaiting signature
Dana Whitfield
Americo
- Callback booked
Luis Ferrer
Transamerica
- Policy issued
Priya Nair
Ethos Life
Appointed with every major carrier
Pricing
One plan.
Everything included.
A complete CRM, a secure client intake toolkit, team management and every major carrier. $300 a month, or go annual and keep $600 in your pocket.
Monthly
$300/ month
Per agent, billed monthly, cancel anytime
- Full CRM, contacts, deals, pipeline, tasks, notes
- Secure client intake toolkit
- All major carriers included, no add ons
- Calendar, appointments and text automation
- Priority support
Annual$600 off
$3,000/ year
Per agent, billed once a year, two months free
- Everything in monthly
- Secure client intake toolkit
- All major carriers included, no add ons
- Calendar, appointments and text automation
- Priority support
Agency
Custom
For teams running a full downline
- Volume seat pricing
- Team center and hierarchy tools
- Shared lead and close out boards
- Onboarding for your whole downline
- Dedicated support line
TLS 1.3 in transit
Secure intake
Zero storage relay
All carriers included
Run your whole book from one CRM.
Sign up today and start running your book from one place.