The CRM that actually
understands insurance
Pipeline tracking, compliance, automation, and a built-in 3-line power dialer — all purpose-built for life, health, and Medicare agents. Replace 4 tools with one.
14-day free trial · No credit card required at signup · Cancel anytime
Jason D.
Agency Plan
Total Contacts
247
Active Policies
89
Annual Premium
$142,800
Pending UW
12
Life Insurance Pipeline
Robert Chen
Term Life · $250k
Mutual of Omaha
Sarah Williams
IUL · $500k
North American
James Mitchell
Med Advantage · Plan G
Humana
Maria Lopez
Whole Life · $100k
Protective
Thomas Banks
Final Expense · $15k
Foresters
Lisa Nguyen
ACA · Silver PPO
Ambetter
Insurance professionals at these companies use SonicCRM
Triple your contact rate.
Built right in.
SonicDial dials 3 leads simultaneously. The moment anyone answers, you’re live. No switching apps, no extra subscriptions — it’s part of your CRM.
- 3 simultaneous outbound calls per dial
- Instant voicemail drop — no waiting for the beep
- Auto SMS follow-up the moment a call ends
- Answering machine detection in under 3 seconds
3×
Contacts per hour
<1s
Bridge to live call
100%
Voicemail drop rate
10min
Setup time
SonicDial
3-Line Session · Active
Your phone (agent)
+1 (404) 555-0100
Simultaneous dials
Robert Chen
+1 (404) 555-0182
Sarah Williams
+1 (678) 555-0341
James Mitchell
+1 (770) 555-0217
Sarah answered
Other 2 lines released automatically
Live demo — auto-advances every 8 seconds
Built from the ground up for insurance
😤GoHighLevel wasn’t built for insurance
- Generic pipelines with no insurance stages
- No policy tracking or carrier management
- No compliance or license tracking
- Commission tracking requires workarounds
- Automation doesn't understand insurance workflows
- Dialer requires a separate, expensive subscription
⚡SonicCRM was
- Pre-built life, health, and Medicare pipelines
- Full policy and carrier management built in
- License tracking, CE credits, carrier appointments
- Commission hierarchy and chargeback tracking
- Insurance-specific automation playbooks
- 3-line power dialer included at no extra cost
Your entire book of business, organized
Track every policy from first contact to active — across life, health, Medicare, and final expense. Household management, full policy history, and a client timeline that actually tells the story.
Life Insurance Pipeline
Robert Chen
Term Life · $250k
Sarah W.
Term Life · $250k
James M.
Term Life · $250k
Maria L.
Term Life · $250k
Thomas B.
Term Life · $250k
Lisa N.
Term Life · $250k
SonicDial — Active Session
Live94
Dials/hr
31
Connects
28
VM Drops
3 calls at once. First to answer wins.
Stop wasting 80% of your dialing time on no-answers. SonicDial fires 3 calls simultaneously — the first lead to pick up gets you live. Voicemail? Your pre-recorded drop plays automatically. It’s built right into SonicCRM.
Set it and forget it follow-up
Build automation workflows that understand insurance — trigger on stage changes, policy dates, birthdays, and tags. Pre-built playbooks get you running in minutes, not hours.
Quote Follow-up Playbook
Trigger
Stage → Quoted
Wait
1 day
Send SMS
"Ready to review your quote?"
License Tracker
| Agent | Type | Expiry | Status |
|---|---|---|---|
| Marcus T. | Life & Health | Nov 15, 2026 | Active |
| Sarah W. | Life | Jun 3, 2026 | Expiring |
| James M. | Medicare | Jan 8, 2025 | Expired |
Never miss a license renewal again
Track every agent’s licenses, CE credits, and carrier appointments across all 50 states. Automatic expiration alerts mean you’re always compliant and always contracted.
Everything an insurance agent needs. Nothing they don’t.
3-Line Dialer
Triple contact rate
Voicemail Drop
One click, never wait
Commission Tracking
Hierarchy & chargebacks
E-Signatures
Send & track in-app
Policy Management
All carriers & lines
SMS Sequences
Automated follow-ups
Analytics
Real-time dashboards
Lead Imports
CSV + Facebook Ads
Lock in 40% off — forever
The first 200 agents to sign up become founding members and get 40% off their plan price for the life of their account. No price hikes. No renewal surprises. Ever.
- Starter: $29/mo instead of $49
- Pro: $59/mo instead of $99
- Agency: $119/mo instead of $199
- 30-day free trial — nothing due today
- Rate locked in for life, even as prices rise
- Priority support + early feature access
Only 200 spots total · Limited availability
Founding member slots
Founding member offer — 40% off your plan forever
Beta30-day free trial included · Founding member rate locked forever
After 200 spots the price resets to regular rates for all new customers.
Simple, transparent pricing
30-day free trial. Cancel before day 30 and pay nothing.
Starter
Solo agents just getting started
- 1 agent seat
- Up to 500 contacts
- 500 SMS / month
- Pipeline & CRM
- Commission tracking
- Email support
Pro
Established agents growing their book
- Up to 3 agent seats
- Up to 2,500 contacts
- 2,000 SMS / month
- Everything in Starter
- Compliance tracking
- Automation workflows
- Advanced analytics
Agency
Growing agencies and small IMOs
- Unlimited agent seats
- Unlimited contacts
- 5,000 SMS / month
- Everything in Pro
- Unlimited automations
- White-label ready
- Custom domain
- Full marketing suite
Enterprise
Large agencies, IMOs & FMOs
- Everything in Agency
- Unlimited SMS
- API access
- Dedicated onboarding
- Priority support (SLA)
- Custom integrations
- SAML SSO
All plans include a 30-day free trial · Card required to start · Cancel anytime
What agents are saying
“I switched from GoHighLevel and I'll never go back. SonicCRM actually understands insurance. My close rate is up 30% because nothing falls through the cracks anymore.”
Marcus T.
Life & FEX Agent — Atlanta, GA
“The 3-line dialer alone is worth the price. I used to burn half my morning just waiting for calls to connect. Now I hit 3× the contacts before lunch.”
Rachel K.
Final Expense Agent — Dallas, TX
“Finally a CRM that has Medicare pipelines built in. The compliance tracking keeps my whole team licensed and contracted — I don't have to chase anyone down.”
David R.
Medicare Specialist — Dallas, TX
White-label SonicCRM for your agency
Running an IMO or FMO? Give every agent on your team their own branded CRM experience under your agency’s name and logo. Custom domain, your colors, your brand — powered by SonicCRM.
- Custom domain (yourcrm.youragency.com)
- Your logo and brand colors throughout
- Manage all sub-accounts from one dashboard
- Set feature access per agent tier
- SonicDial included for every agent on your team
Apex Insurance Group
34 agents
Premier Life Agency
12 agents
Summit Health Advisors
8 agents
Frequently asked questions
Ready to run your insurance business smarter?
Join 500+ agents using SonicCRM to close more policies, stay compliant, and grow faster — with a built-in 3-line dialer at no extra cost.
14-day free trial · Cancel before then and pay nothing · 5 minute setup