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Free CRM + AMS · AI team on every plan

Free CRM + AMS · Independent agents

Free CRM and AMS for independent insurance agents, with an AI team on every plan.

Manage clients, policies, leads, renewals, and your team in one place.

Free plan

$0, unlimited usersUp to 1,000 clients and 10,000 records.

AI team

On every planHalo, Sentinel, Atlas and Argus work beside you.

Languages

English and SpanishFor you, your team and your clients.

Grow

No credit cardAdd paid features and usage-based tools as you grow.

Built for independent insurance agencies.

Free plan · unlimited users

Create your agency

Set up your agency in 5 minutes. No credit card required.

The name your clients know. Your AI assistants greet callers with it.

How many people work at your agency?

Count owners, producers and staff. Choose Solo if it is only you.

Use the email address from your agency, like you@youragency.com. Free addresses such as Gmail, Yahoo or Outlook are not accepted.

Preferred language

Optional

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