Your live call assistant for final expense and life insurance
Call Assist listens along during your calls and helps you quote, capture client info, and fill carrier applications faster, so you can focus on the client.
How it works
- Pick your carriers in a quick, beginner-friendly setup.
- Start a call. Quotes from your carriers show at the top of your dashboard.
- Client details you hear are captured for you, and you can open each carrier right in Live View.
- You review everything. You always sign and submit applications yourself.
Pricing (USD)
| Plan | Monthly | Yearly (2 months free) |
|---|---|---|
| Individual | $139/mo | $1,390/yr |
| Agency 10 (per seat) | $119 | $1,190 |
| Agency 50 (per seat) | $99 | $990 |
| Agency 250 (per seat) | $85 | $850 |
| Agency 500 (per seat) | $75 | $750 |
| Agency 1,000 (per seat) | $65 | $650 |
| Enterprise (1,000+ seats) | Custom yearly quote | |
Every plan includes a 14-day free trial, no call-hours limit, and use on 2 computers per seat.
Questions?
Email [email protected].
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