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 54 reviews on Facebook
I had a great experience working with Call Back – Innovate, Automate, Accelerate. They took the time to walk me through the entire process of merging my CRMs, connecting everything with my existing forms and websites, and making sure I understood how it all worked together. What really impressed me…
Ace is who I have worked with at Callback. Words can't describe her professionalism, knowledge, and performance. She takes the time to fully understand what you are wanting to accomplish in your scheduled time. With over 20 years dealing with CRM's this is by far my BEST experience!
Callback has been the answer to permanent organization for my business. Working with over 100 families each week, in states across the country, Callback has been helpful and responsive to keep everything on track. Ace is fantastic. Ace has worked with me on funnel management and tips and tricks…
Ace took over two hours to walk me through the CRM setup. She was incredibly helpful and made the migration smooth and easy!
Ace is the best in the business! Always helpful and answers any questions I have.
Ace was really helpful with getting my CRM set up I can’t wait to start using all the automation and ai bots they have set up!
This is an amazing service. Everything you need in one place plus more
Smooth integration w my existing DB and appreciate how it feels customized to the insurance industry.
Easy Integration with my dialer, calender, website done for you if you don't have one , fair prices this is the ROLLS ROYCE of ghl CRM's. Designed by someone who obviously has an insurance background. This is a must have for all agents. Time is money and this saves me lots of time.
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.
Still have questions? Book a one-on-one demo and we'll walk you through everything.
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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