Agent Suite · 14-day free trial
Start Your 14 Day Free Trial Today!
No long-term contracts. Immediate free training and support.
- 1Account Info
- 2Secure Card Details
- 3Start Using Agent Suite
100% Safe & Secure PaymentsCancel anytime24/7 live support
What happens next
From Sign-Up to Selling, Fast.
No guesswork. A real person walks you through it.
- 1
Today
Create your account and add your card. Nothing is billed today.
- 2
Onboarding call
A 1-on-1 Zoom with an experienced support agent walks you through set-up — usually about an hour.
- 3
Start using it
Quick Start Training inside the platform, weekly live training, and 24/7 chat support.
- 4
Day 14
Love it? Do nothing and your plan begins. Not for you? Cancel in the app or by email.
Why Agent Suite
Built by Insurance Agents, For Insurance Agents.
Founders who write business
Over 20 years in the insurance industry. We use these tools every week ourselves.
ChatGPT fees on us
We cover all ChatGPT charges for AI Inbox messaging.
Training that sells
Weekly live training with Q&A — technology and insurance-specific production tips.
FAQ
Questions Before You Start?
Why is your CRM different than the others out there?
Our founders have over 20 years in the insurance industry, in addition to developing and patenting human/machine technology platforms. Most CRM providers started out as marketing companies. We started out as insurance agents and built a platform with the features and benefits that were needed — and we use these tools every week to write business. Our weekly training calls are not just about technology; they’re focused on helping you connect with more prospects and help more families.
How does the free trial work?
We offer a 14-day free trial. You can use the many features and benefits of the platform and you will not be billed for your subscription until after the 14-day period. Once your subscription begins, you can cancel anytime and will not be billed for the next month.
Are there additional fees for using the platform?
There are no additional fees for the use of the full-featured platform. You are responsible for the cost of your dedicated phone numbers ($1.26/month for a local number) and minimal SMS charges. An active agent writing $20,000 AP per month will usually spend around $20/month on average for usage.
All plans include AI Inbox using ChatGPT — how much are the fees?
We cover all ChatGPT charges for AI Inbox messaging. With Agent Suite you only pay the standard text fees, and we cover all ChatGPT costs. The more you use the conversational AI bots, the more you save each month.
Do I get training on how to use the system?
Yes. You will have an initial onboarding call where an experienced support agent walks you through the customization and set-up of your platform — a 1-on-1 Zoom meeting that usually lasts about an hour. There is also a Quick Start Training course inside the platform, weekly training sessions with tips and insurance-specific training, an extensive knowledge base, and a context-based help guide.
Do you offer support?
Yes. A dedicated support team is available 24/7 via live chat inside the platform, and if you need more detailed help, a support team member will hop on a Zoom call to help you 1-on-1.
How do I cancel?
You can cancel in the app or by email. No long-term contracts.
What if I decide Voice AI is right for me?
Voice AI is available as an upgrade — see the Agent Enterprise Voice plan on our pricing page for details.
Nothing billed today
Start Your 14 Day Free Trial Today!
No long-term contracts. Immediate free training and support.