PortalThe insurance CRM that dials, texts and quotes for you.
Leads land with consent attached. The power dialer runs three lines at once. Echo texts back in your voice and books the appointment.
$250/mo after the trial · $199 on an agency’s team · cancel anytime
Read the agent guide →Closed by agents on EZPZ · past 30 days
Agents are shown by first name, with their agency when it opted in — never a client's details.
Three screens that run your day.
Plays each screen in turn · hover the screen to pause.
Tell Echo. It does the work.
Ask in plain English. Anything that texts a lead or spends money, Echo proposes and you confirm. Try one:
Two plans. Both free for 14 days.
No setup fees. Cancel anytime — your data exports with you.
Every plan
- Included: First 5 numbers + EIN texting registration
What’s included
- Included: Insurance CRM + texting
- Included: Compliance handled
- Included: Landing pages + booking
- Included: Power dialer
- Included: Echo replies 24/7
Every plan
- Included: First 5 numbers + EIN texting registration
Everything in EZ, plus:
- Included: AI sales trainerGraded practice calls with a scorecard
- Included: Practice carrier applicationsRehearse the real apps before a live client
- Included: Underwriting guideWhich carrier fits each condition and medication
- Included: Performance KPIsDials through closes, and your pace against your goal
- Included: MoneyBudget, profitability and lead ROI in one place
- Included: Digital business card
- Included: Start-your-agency guideThe playbook for building a team
- Included: One login for EZ + PZYour own PZ back office
Create your account.
Google, or a six-digit code by email. No password.
EZPZfree 14 days, then $333 / mo
Card required · one free trial per person
By continuing you agree to the Terms and Privacy Policy. Card details come next, on Stripe. Already have an account? Sign in
Texts and minutes run about 67% under a typical GoHighLevel agency. See the math →
Yes. Upload a CSV — we map your columns, flag rows missing a name or phone, and skip leads you already have.
No. Your business number, power dialer, texting and voicemail live in EZ Leads. Carrier texting registration is filed for you.
Every lead carries its consent text and timestamp, DNC exemptions are tracked per number, and Echo won’t text a number without consent on file.
It’s yours. Every lead exports as a CSV, even after you cancel. No contract, no setup fee.
Anything else — talk to us, a person answers.
Running a team? There’s an agency side.
Recruiting, onboarding, licensing and production for the whole agency — connected to every agent’s EZ Leads.