Hey John. Thank you for inquiring about Veteran life insurance. My name is Lauren and I am the Veteran insurance specialist. When is a good time to give you a call? Reply STOP to Unsubscribe
Mar 9 · 6:30 AM
Built exclusively for insurance professionals
Close MorePolicies.Work Half the Hours.
CallBack is the AI-powered CRM built exclusively for life, health, and P&C insurance agents. Automate follow-up, manage every lead, and close more policies - without adding headcount.
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5,600+
Active Agents
12.2M
Leads Managed
94%
Retention Rate
5,600+
Active Agents
12.2M
Leads Managed
94%
Retention Rate
//Life Insurance Agents
//Health Insurance Brokers
//P&C Agencies
//IMO / FMO Networks
//Independent Producers
//Multi-Line Agencies
//Medicare Specialists
//Final Expense Agents
//Life Insurance Agents
//Health Insurance Brokers
//P&C Agencies
//IMO / FMO Networks
//Independent Producers
//Multi-Line Agencies
//Medicare Specialists
//Final Expense Agents
The Problem
Your Follow-Up Process
Is Leaking Revenue.
The average insurance agent loses 73% of their leads to slow response times and inconsistent follow-up. While you're manually texting prospects, your competitor's automation already closed the deal.
Slow Response Kills Deals
Leads go cold in under 5 minutes. Manual follow-up means you're always a step behind the agent who automated.
Scattered Tools, Zero Visibility
Spreadsheets, sticky notes, three different apps - none of them talk to each other. You're managing chaos, not a pipeline.
No System = No Scale
Adding leads without a system just means more chaos. You hit a wall at 50 prospects and burn out trying to manage manually.
Platform
Everything Your Agency Needs.
Nothing You Don't.
One platform purpose-built for insurance. No duct tape. No workarounds. Just results.
AI Follow-Up Engine
AI-driven SMS, email, and voicemail sequences that follow up at the perfect moment - automatically.
Learn more about AI Follow-Up Engine
Insurance Pipeline CRM
Visual pipelines built for term life, health, Medicare, and P&C - track every prospect from first contact to bound policy.
Learn more about Insurance Pipeline CRM
SMS & Email Campaigns
Blast campaigns, smart drip sequences, and two-way texting - all in one unified inbox.
Learn more about SMS & Email Campaigns
Reputation Management
Automatically collect Google and Facebook reviews from satisfied clients after every closed policy.
Learn more about Reputation Management
Reporting & Analytics
Know exactly where your leads come from, what's converting, and where revenue is slipping through the cracks.
Learn more about Reporting & Analytics
Workflow Automation
Build powerful automations without code - trigger actions based on lead behavior, status changes, or time delays.
Learn more about Workflow Automation
AI Automation
Your AI Producer
That Never Sleeps.
CallBack's AI engine monitors every lead in your pipeline and fires personalized follow-up at exactly the right moment - via SMS, email, or voicemail drop - without you lifting a finger.
- Responds to new leads within 60 seconds, 24/7
- Follows TCPA compliant hours for marketing outreach
- Personalizes every message using lead data from your CRM
- Knows when to hand off to you and when to keep nurturing
- Works across SMS, email, WhatsApp, voicemail drop, and social DMs
REAL AI CONVERSATIONS · REAL LEADS
ACTIVE
Hi John. It's Lauren again. Wanted to make sure you didn't miss our message. When is a good time to give you a call?
Mar 9 · 10:27 AM
Can I call you Thursday at around 6:00
Mar 9 · 10:38 AM
Looks like Thursday at 6:00 isn't available. I do have tomorrow at 8:30 AM, 10:30 AM, or 2:30 PM. Want to pick one of those?
Mar 9 · 10:40 AM
230
Mar 9 · 10:53 AM
Appointment Created
Appointment: Veteran Insurance consult for John Smith with Lauren Hhhhhh. - Mar 10, 2026 at 2:30 PM (Time adjusted for lead's timezone)
Mar 9 · 10:56 AM
You're all set for Tuesday, March 10th at 2:30 PM. I will give you a call then to go over your options. Looking forward to it!
Mar 9 · 10:56 AM
Next follow-up in 48h if no replyResponse rate: 61%
Names have been changed to protect client and agent privacy. No other information has been altered.
INSURANCE PIPELINE
New2
J. Rivera
Term Life 20yr
$1.2M
T. Brooks
Health ACA
$340/mo
Quote1
M. Chen
Final Expense
$25k
App2
S. Patel
Medicare Supp.
$180/mo
R. Scott
P&C Home
$1,800/yr
Bound1
K. Williams
Term Life 30yr
$750k
Pipeline CRM
Track Every Prospect
From Quote to Policy.
Built for how insurance agents actually sell. Track life, health, and P&C prospects through custom pipelines designed for your products - not generic sales stages.
- Custom stages for life, health, Medicare, and P&C products
- Automatic lead scoring based on engagement and activity
- One-click contact log, notes, and task assignment
- Round-robin lead routing for agencies with multiple producers
Apps
Your CRM.
Every Device.
Access CallBack from your phone, tablet, or computer. Your contacts, pipelines, and conversations stay in sync everywhere.
Web App
Access your full CRM from any browser - no downloads or installs needed. Manage contacts, work your pipeline, send messages, run automations, and track analytics from Chrome, Safari, Firefox, or Edge on any computer.
Any Browser
Launch app
Mobile App
Manage leads, respond to messages, schedule appointments, and close deals from your pocket. Available on iOS and Android.
iOS Android
Learn more about the CallBack mobile app
Desktop App
A dedicated desktop experience with native notifications, faster performance, and always ready on your taskbar.
Windows macOS Linux
Get the desktop app
Social Proof
Agents That Switched
Never Went Back.
5.0 rating from 68 reviews on Google and Facebook
Callback has made controlling my business easier than I thought it could be. I can reach my leads within seconds via text, and the organization the crm offers makes it impossible to waste potential on any lead. The support for any questions and/or help customizing your crm a certain way is simply amazing.
I've used Callback for about a year now. It's one of the best CRMs Ive used. The customer support is usually helpful and available when needed. They seem to be continuously upgrading and updating features to help the end user, although there are more features I'd like to see added. All in all, I…
Great CRM. Lots of great features like, Ai bot, workflow tags, a Website, built in WAVV dialer, and much more. A lot of bang for the buck!
Love the system!! I don't know how I've been managing so long without it!! Please check it out! You will not be disappointed!
Best CRM I have ever used!
Love using CallBack for my CRM!
I’ve been using CallBack (CallBack Plus / CallBack CRM) for my insurance business and it’s been a big upgrade from generic CRMs. It’s built specifically for life, health, Medicare, and P&C agents, so the pipelines already make sense instead of forcing me to hack together stages.The biggest win is…
Callback has taken my business from a hobby to a real working system, From CRM to building my site. You have to try it.
Customer service is always super quick to resolve any question or situation that I have had. Love the support and all the features they have and continue to build out for the CRM. Thanks for all the help.
Pricing
Simple, Transparent Pricing.
No Surprises.
Two simple plans built for independent agents and growing teams. Custom pricing for IMOs, FMOs, and agency networks.
Professional
Most PopularBest for independent agents and small teams
$127
$97
/month
- 14-day free trial · no long-term contracts
- Full suite of CallBack features included*
- Unlimited team members
- Unlimited insurance contacts
- Multi-product pipelines - Life, Health, Medicare, P&C
- A2P-10DLC handled - verified compliant SMS
- Automated review & referral engine
Compared to other CRM providers
Start Free Trial*Platform access includes all core features. SMS, email, and AI usage billed at wholesale rates. See full pricing breakdown.
Enterprise
For large organizations, IMOs, FMOs, and Agency Owners
Contact Sales
for Custom IMO/FMO Pricing
Scalable Discounts Available
- Hierarchical permissions & agent access controls
- Gray-label options**
- Scalable account discounts
- Automated lead routing & round robin distribution
Contact Sales
**Gray Label dependent on number of accounts. Contact our sales team to learn more.
FAQ
Common Questions,
Straight Answers.
Everything you need to know before you get started.
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The AI CRM Built for
Insurance Agents.
Join 5,600+ Life, Health, Medicare, and P&C agents, agencies, and IMO networks who use CallBack to automate follow-up, manage their pipeline, and close more policies - without adding headcount.
Risk free access · 14-day free trial · Cancel anytime