LeadsCreate your account.
Pick a plan, then Google or a six-digit code by email. No password.
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
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Card required · one free trial per person
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