Starter
$47/mo
Never miss a lead again
- AI call & text answering
- Contacts & pipeline
- Unified inbox
- Online booking
- Missed-call text back
Coming soon
CRM for Insurance
The CRM that turns quote requests into policies.
Your AI follows up on every quote, reminds clients at renewal and keeps your book of business growing.
Start free trial7-day free trial. No contract.
- Customer
I am looking for a quote on home and auto insurance.
- Unleashed AI
Happy to help. Do you currently have a policy, and when does it renew?
- Customer
It renews in about six weeks.
- Unleashed AI
Good timing. An agent can call you Wednesday at 2pm. I just texted you the details.
Sound familiar?
- Quote requests come in faster than you can return them.
- Renewals slip past without a conversation.
- Referrals never get asked for.
What the AI handles
Built for how insurance businesses work.
Responds to every quote request
It gathers the basics and books a call while the prospect is still looking.
Follows up on open quotes
It checks in until the policy is bound or the prospect says no.
Reminds clients before renewal
It starts the conversation early so fewer policies lapse.
The CRM tools you will use most.
- CRM and pipeline
Every customer and every deal, in one place.
See who reached out, what they asked for and where each job stands. The AI logs every conversation, so your CRM stays up to date without data entry.
See how it works → - Calendars and automations
Your calendar fills itself.
Customers book online or through the AI. Reminders go out on their own, and follow-up campaigns keep leads from going cold.
See how it works → - AI voice and chat agent
Every lead answered in seconds. Even at 11pm.
Your AI picks up calls and texts around the clock, answers questions about your business and books the appointment before the lead calls someone else.
See how it works →
One AI for everything
One AI runs your whole CRM.
Talk or text to it like a new hire. The same AI that answers your customers also runs your contacts, pipeline, calendar, campaigns, website and invoices.
- "Who still owes me money?"
- "Move the Jones job to Friday."
- "Text everyone who got a quote last week."
- You
Who has a policy renewing in the next 60 days?
- Unleashed AI
Thirty-six clients. Want me to text each one to set up a review?
- Contacts and pipelineLogs every conversation and moves deals forward
- InboxAnswers texts, emails, web chats and DMs
- CalendarBooks, reschedules and sends reminders
- CampaignsFollows up on quotes and runs your text and email campaigns
- WebsiteFollows up on every form fill in seconds
- PaymentsSends invoices and payment links and chases what is due
Pricing
Plans from $47/mo
7-day free trial. No contract. Every plan includes the AI.
Pro
$97/mo
Run the business by talking to it
- Everything in Starter
- Websites & funnels
- Automated follow-up & campaigns
- Estimates & invoices
- Build anything by talking to the AI
Coming soon
Advanced
$197/mo
For multiple locations and teams
- Everything in Pro
- Win-back campaigns
- Multiple locations & calendars
- Team inbox & handoff
Coming soon
Stop running your business the hard way.
One AI runs your whole CRM. 7-day free trial. No contract.
Start free trial