Features
Innovative Features That Redefine Possibilities
Converse With Lead In One Place
No more scattered leads across different platforms, all the leads in the same place.
Power Dialer Integration
Dial multiple leads at once with powerful power dialer integration made simple.
Automations
No more needing to move leads through a pipeline, it all becomes automated.
Converse With Lead In One Place
No more scattered leads across different platforms, all the leads in the same place.
Power Dialer Integration
Dial multiple leads at once with powerful power dialer integration made simple.
Automations
No more needing to move leads through a pipeline, it all becomes automated.
Automated Text & Email Campaigns
No more nurturing leads manually everything sent automatic.
Verified Produced Website
Powerful producer website to build trust & credability with customers
Analytics Insights
Track performance and refine strategies with actionable insights in real time.
Automated Text & Email Campaigns
No more nurturing leads manually everything sent automatic.
Verified Produced Website
Powerful producer website to build trust & credability with customers
Analytics Insights
Track performance and refine strategies with actionable insights in real time.
Converse With Your Leads Seamlessly
All calls, texts, voicemails, and messages stored in one unified timeline — finally see every interaction in order.
Verified Producer Profiles
Instant authority. Show your credentials in a modern, high-conversion profile that builds trust immediately.
AI Tools Built for Insurance Scale
Smart automation eliminates the busywork so you can focus on calls, closings, and growth — on autopilot.
Your Timeline
Pricing Plan
1 Simple Plan
- Full suite of AI tools
- All features included
- Unlimited Usage
- Verified Producer Website
- Insurance Carrier Sales Links
- Ideal for growing businesses
- Advanced analytics and reports
- 24/7 Priority email and chat support
Integrations Built for Life Insurance
We don’t want to change the way you work – we just want to improve your lead conversion. So we’re focused on making it easy to connect all your leads in one simple place for simplistic routing, contacting, and closing.
WAVV Power Dialer
Quotiva directly integrates with WAVV dialer for a seamless transition. Simply select a list of leads, initiate the dialer & you’re off to the races!
Custom CRM
Reach out to our development team to discuss a custom integration with your organization's CRM.
Verified Producer Website
The Verified producer profile is designed for agents to display their credentials in a professional manner, build rapport between agent and client.
A2P Registration Made Simple
If you send text messages to leads or clients, A2P 10DLC registration is required. Insured-CRM makes this process fast, easy, and fully compliant with carrier regulations.
- Fast & guided registration process
- Higher message deliverability
- Prevents message blocking from carriers
- Required for compliant texting in the U.S.
- No technical skills needed — we set everything up
TESTIMONIALS
Hear What Our Clients Have to Say
This has completely changed the way me and my team sell insurance. Before it was a hassle organizing all the leads and all calling them at once but this has streamlined the entire process.
Daniel Jones
I have been in the insurance industry for several years and have not seen a software this powerful and easy to use before. I ran team of over 30+ agents and it helped increase our sales volume significantly.
Khloe Garrett
I was new to the insurance industry but was introduced to this tool immediately and it instantly helped me increase my efficiency. I worked in solar before and there was a never a tool like this.
Franklin Yee
Frequently Asked Questions
Your Questions, Answered Clearly
What kind of customer support can I expect after signing up?
We provide 24/7 customer support through various channels, email and discord channel support. Our dedicated team is always ready to help you resolve any issues or answer your queries promptly.
Does this platform integrate with other tools and software I already use?
Yes, our platform is designed for seamless integration with popular tools like CRM systems, project management software, and analytics platforms. This ensures smooth workflows without the need for additional development.
Is there a free trial available before committing to a subscription?
We offer a comprehensive 7 day free trial that gives you full access to our platform’s core features. This allows you to explore its functionality and determine if it’s the right fit for your needs before making a decision.
How can this platform help my business grow and save costs?
By automating repetitive tasks, optimizing workflows, and providing data-driven insights, our platform helps you increase efficiency and reduce operational costs. This allows you to focus on strategic goals and business expansion.
What kind of training or resources are available for new users?
We provide detailed onboarding sessions, video tutorials, and an extensive knowledge base to help new users get started. Additionally, our team conducts regular webinars to ensure you make the most out of our platform's features.
What if I don’t know how to set all of this up?
No problem! Our tech experts are available to help you setup your account so that it works to grow your business. Insured CRM is fully customizable for your business.
Right after you complete the onboarding process, you’ll be invited to a private, free call with your account consultant and they will help you find your next steps to get your account setup. It’s that easy!
Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!
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