Simple Insurance CRM pricing for teams that need execution.
$197/user/mo with unlimited calls and 1000 SMS included. Volume discounts are available for teams.
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 ListDoes ChosenCRM replace my AMS?
No replacement claim is made here. ChosenCRM Insurance is positioned as the sales and retention execution layer that can sit alongside policy/admin systems where needed.
Can producers work renewals and cross-sell lists?
Yes. The Insurance experience is organized around lead, quote, renewal, and cross-sell follow-up workflows.
What is included in pricing?
$197/user/mo includes unlimited calls and 1000 SMS. Volume discounts are available for teams.
Feature directory
Organized by the workflows your team actually works.
ChosenCRM Insurance is a modern sales and retention CRM layer for agencies that need better follow-up, producer coaching, renewals, cross-sell, and reporting.
Manage Leads and Clients
Keep people, opportunities, and history together.
- Insurance lead management
- Client records
- Conversation history
- Notes
- Tags
Communicate
Work lead, quote, renewal, and cross-sell lists.
- Dialer
- Power Dialer
- Unlimited calls
- SMS
- Email follow-up
Move Pipeline
Track the opportunities that drive agency growth.
- Quote pipeline
- Renewal pipeline
- Cross-sell pipeline
- Custom stages
- Task queues
Automate Retention
Make renewal and cross-sell follow-up more consistent.
- Renewal touchpoints
- Cross-sell campaigns
- Lead nurture
- Triggered follow-up
- Reminders
Coach Producers
Turn call and follow-up activity into coaching.
- ChosenAI
- AI Coaching
- Conversation summaries
- Objection insights
- Next-best actions
Run the Agency
Give owners visibility without replacing policy admin systems.
- Producer goals
- Agency reporting
- Team management
- Manager dashboards
- AMS/quoting handoff context
Next 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.