The quiet changes that move your costs and your close rate, like a lead vendor shortening its return window, a carrier trimming commissions or a new calling rule. Plus price, policy and feature changes at the vendors we cover.
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ActiveCampaign runs newsletters and multi-step email automations, including ones that start days before a birthday or renewal date. Contacts arrive by file import, forms, the API (a link your developer can program) or Zapier, which is also how EZLynx connects.
It fits an agency that wants detailed automations and writes its own copy. Plus is where most agencies should start.
ActiveCampaign is a general automation tool with no insurance content of its own. Its date-based trigger starts at a set hour in each client's time zone.
Plus is the plan to buy, since Starter caps each automation at five actions and leaves out texting. Pro only pays off once you want richer segments or to see which emails led to a sale.
The catch for agencies is data. Renewal dates live in custom fields you load and keep current yourself, because no AMS connects directly.
| Plan | Starting price | Contacts | Emails a month | What it adds |
|---|---|---|---|---|
| StarterNew customers with a small list | $15 | Up to 25,000 | 10 times your contact limit, so 10,000 at 1,000 contacts | One user, five lists and automations of up to five actions |
| PlusRenewal and birthday automationsWhere most agencies start | $49 | Up to 50,000, then a quote | 10 times your contact limit | Unlimited automation actions, unlimited lists, landing pages and the texting add-on |
| ProAgencies that track results | $79 | Up to 50,000, then a quote | 12 times your contact limit | Three users, advanced segments, predictive sending and attribution |
| EnterpriseLarge agencies on Salesforce | $145 | Up to 50,000, then a quote | 15 times your contact limit | Five users, Salesforce and Dynamics, custom objects, single sign-on and an account team |
| Contacts | Starter | Plus | Pro | Enterprise |
|---|---|---|---|---|
| 1,000, billed yearly | $15 | $49 | $79 | $145 |
| 1,000, billed monthly | $19 | $59 | $99 | $179 |
| 10,000, billed yearly | $149 | $189 | $375 | $589 |
| 10,000, billed monthly | $189 | $239 | $469 | $739 |
Prices are per month as of October 2026, from activecampaign.com/pricing. Starting prices in the plans table are for 1,000 contacts billed yearly. Existing customers can't move to Starter.
Each person counts once, even on several lists. On accounts opened from November 3, 2025, unsubscribed and bounced contacts count too.
| Feature | Starter | Plus | Pro | Enterprise |
|---|---|---|---|---|
| Users included | 1 | 1 | 3 | 5 |
| Actions per automation | 5 | Unlimited | Unlimited | Unlimited |
| Date-based triggers | ||||
| Lists | 5 | Unlimited | Unlimited | Unlimited |
| Segments | Limited | Basic | Advanced | Premium |
| Landing pages | ||||
| Branded link tracking | ||||
| Texting add-on | ||||
| Inbox previews a month | 5 | 5 | Unlimited | |
| Attribution and conversions | ||||
| Custom reports | Add-on | Add-on | ||
| Salesforce and Dynamics | ||||
| Support | Basic email and chat | Basic email and chat | Priority | Priority and an account team |
No agency system connects directly. EZLynx links only through Zapier, and policy or renewal dates from any other AMS come in by file import or the API.
| Connects to | How | What syncs | Direction | How often |
|---|---|---|---|---|
| EZLynx | Zapier | EZLynx applicants, prospects and notes to ActiveCampaign contacts, tags and deals | Either way, set by each Zapier link | Each time a Zapier link runs |
| Salesforce and Microsoft Dynamics | Built in, Enterprise | Contacts, leads and email opt-outs | Both ways | Ongoing |
| Pipedrive, Freshsales, Zoho CRM and other CRMs | Built in | Contacts | Set by each connection | Ongoing |
| Your own systems | API and webhooks | Contacts, fields, tags, lists and deals | Both ways | Real time |
Zapier is billed separately. ActiveCampaign says it connects with more than 1,000 apps.
None. The 250 or more templates are shared with businesses in every industry, and ActiveCampaign publishes no insurance emails.
Nobody at ActiveCampaign reviews your emails. Your agency checks every claim and disclosure itself.
Small accounts that skip domain setup may see their From address swapped for a shared one. A one-on-one deliverability session costs $79.
The anti-spam policy bans bought or borrowed lists. Addresses from business cards don't count as permission.
| Credits | Billed monthly | Billed yearly |
|---|---|---|
| 1,000 | $21 a month | $202 a year |
| 2,500 | $25 a month | $240 a year |
| 5,000 | $45 a month | $432 a year |
Since August 2022, opens that Apple Mail loads on its own count as opens. ActiveCampaign suggests measuring link clicks instead.
You get 14 days and 100 emails with no card. Test emails go only to you.
No email sends until the From domain is verified and authenticated.
Format renewal and birth dates as YYYY-MM-DD in the file.
Set it to start a set number of days before each renewal date.
Plus is the first plan with no cap on automation actions.
Starter and Plus get basic onboarding, email and chat help. Pro and Enterprise get priority help. Guides cover moving lists from HubSpot and Keap.
From ActiveCampaign's terms and help pages, checked October 2026. The 30-day refund is a promotion ActiveCampaign can end.
See every option in email marketing software for insurance agents.
Plus is $49 a month billed yearly or $59 billed monthly. Starter is $15 billed yearly.
Not directly. EZLynx links through Zapier, and other agency systems need a file import or the API.
Yes. The date-based trigger works from any date field you import, before, on or after the date.
No. Its templates are general, so your agency writes the insurance emails.
Yes, as an add-on for Plus and up. 1,000 credits cost $21 a month.
How we researched this review. We based this review on the pricing, terms and product pages published by ActiveCampaign Email Marketing, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ActiveCampaign Email Marketing quit selling or a contract term that reads different now, let us know and send the link to the page where ActiveCampaign Email Marketing has it. Somebody here pulls up that page and checks it before we change anything on ours.