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.
Risk free access · 14-day free trial · Cancel anytime
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.
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.
Insurance Pipeline CRM
Visual pipelines built for term life, health, Medicare, and P&C — track every prospect from first contact to bound policy.
SMS & Email Campaigns
Blast campaigns, smart drip sequences, and two-way texting — all in one unified inbox.
Reputation Management
Automatically collect Google and Facebook reviews from satisfied clients after every closed policy.
Reporting & Analytics
Know exactly where your leads come from, what's converting, and where revenue is slipping through the cracks.
Workflow Automation
Build powerful automations without code — trigger actions based on lead behavior, status changes, or time delays.
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
Names have been changed to protect client and agent privacy. No other information has been altered.
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
Agents That Switched
Never Went Back.
Simple, Transparent Pricing.
No Surprises.
Two simple plans built for independent agents and growing teams. Custom pricing for IMOs, FMOs, and agency networks.
- 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
*Platform access includes all core features. SMS, email, and AI usage billed at wholesale rates. See full pricing breakdown.
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
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.
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