A sales and retention execution layer for modern agencies.
Agency owners need producer accountability, pipeline visibility, and follow-up discipline without turning every sales motion into AMS admin work.
Pain narrative
The follow-up gap this page is built to close.
Agency owners need producer accountability, pipeline visibility, and follow-up discipline without turning every sales motion into AMS admin work.
Lead follow-up is disconnected from policy context.
Producers lack daily queues.
Owners cannot see activity fast enough.
Reports arrive after the opportunity has gone cold.
Workflow proof
A clear action path from first signal to manager visibility.
Assign lead
Work producer queue
Track quote follow-up
Review renewal pipeline
Coach activity
Report by producer
Producer queues
Power Dialer
SMS
Quote pipeline
Agency reporting
Manager dashboards
Feature stack
The stack this workflow needs most.
Product evidence
Real ChosenCRM screenshots, not invented proof.
The vertical sites use the product screenshots already in this repo. No customer logos, fake ratings, or made-up review counts are used.
Agency dashboard
Producer, client, and pipeline activity in one agency workflow.
Renewals
Renewal opportunities become visible follow-up work.
Cross-sell
Cross-sell opportunities can be organized into campaigns and producer queues.
Pricing
$197/user/mo for the core ChosenCRM execution stack.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
Join the Insurance Waiting ListNext step
Pick Insurance. Join the list. Help shape the CRM your team will actually work.
ChosenCRM is built for calls, texts, AI coaching, pipeline movement, automation, goals, reporting, and manager visibility.