Agent CRM review: pricing, plans and integrations
Agent CRM is HighLevel set up for insurance agents, with ready-made campaigns, forms and workflows for Medicare, health, life, final expense, annuity and P&C. Calling, texting, email and calendars run from the contact.
It costs $97 a month however many users you add, with calls and texts paid by use. The 14-day trial needs a card.
- Best for
- Agents who sell several lines and want ready-made campaigns, calling and texting in one CRM
- Type
- General CRM platform with insurance setup, built on HighLevel
- Lines
- Medicare, health, ACA, life, final expense, annuity, P&C and group
- Price
- $97 a month. Calls and texts extra
- Free trial
- 14 days. Your card is charged when it ends
- AMS connections
- None. A browser extension copies contacts into carrier and quoting forms
- Calling and texting
- Built in, paid from a prepaid balance
- Apps
- Web and iPhone
Our take
Agent CRM suits agents and small agencies that sell several lines and want marketing running from templates. Each line comes with campaigns, forms, funnels and call scripts, and a setup tool puts your name, logo and NPN on all of them.
Policies sit on the contact as custom records, so renewal and cross-sell reminders run from real dates. Carrier portals and any AMS stay the policy record.
Texting is where new accounts stall. Start the carrier registration early, since daily text limits stay low until it clears.
Pros
- One price for as many users as you add
- Ready-made campaigns, forms and scripts for each line
- Calling, power dialer, texting and email built in
- Scope of appointment and ACA consent saved as PDFs
- Turning-65, AEP and OEP workflows included
Cons
- A card is needed for the trial, which bills when it ends
- Calls, texts and texting registration cost extra
- No AMS connection or commission tracking
- iPhone app only
Plans and pricing
| Plan | Billed monthly | Paid a year ahead | What it adds |
|---|---|---|---|
| Agent CRMAgents and small agenciesThe plan the trial turns into | $97 a month | $970 a year | CRM, insurance bundles, websites and funnels, calling, power dialer, texting, AI helper and setup help |
| ProAgents who run their own ads | $297 a month | $2,970 a year | Everything in Agent CRM plus an ad launcher, ad templates and a daily ad review |
| AgencyUplines with agents under them | $495 a month | A master account with agent sub-accounts, co-branding, lead sharing, setup and dedicated support | |
| DIY AgencyUplines that set it up themselves | $495 a month | Three sub-accounts and lead distribution, with no setup help or dedicated rep. $1,000 setup |
Prices as of October 2026, from agent-crm.com and its agency page. Yearly plans switch to monthly billing after 12 months.
Billed on top
- Calls and texts come out of a prepaid balance that tops itself up on the amount you set.
- Texting registration fees from the carriers are passed through at cost.
- The phone system is optional, so you pay nothing for it if you don't use it.
- Loanne Voice AI, a voice agent that answers calls and books appointments, adds $495 a month.
Good to know before you buy
- Every plan allows unlimited users, but Agent CRM suggests each agent open an account of their own.
- Agent CRM pays the agency a rebate of $30 a month for each active agent on its account.
- New accounts start with low daily text limits that rise over the first week.
Client and policy records
- Records it keeps
- Contacts, opportunities and policies
- Policies
- Custom records on the contact: number, carrier, premium, dates, beneficiaries, limits and renewal date
- More than one policy
- Yes, several per contact
- Role next to your AMS
- No AMS link. Carrier and AMS systems stay the policy record
The Policy Update Form changes policy fields and moves the deal to its next stage in one step.
Leads and pipeline
- Lead vendors
- InsureLeads sends leads in by API
- Duplicate checks
- A CSV row with a known email or phone updates that contact
- Ready-made pipelines
- Bundles by line come with forms, funnels, stages and call scripts
Assignment rules
Workflows hand a lead to one person or rotate it among the users you pick. Agency accounts can weight the rotation by each agent's results or a quality score.
Renewals, retention and cross-sell
- Renewal reminders
- Start from a renewal, effective or end date, a disposition, a tag or a form
- After a sale
- Marking a policy sold can stop the old nurture and start onboarding
- Cross-sell
- Starts from a sold policy, a disposition, a tag or a field change
Email, calling and texting
Calling
Built-in calling and a power dialer, with recording on inbound and outbound numbers.
Texting
Two-way texts from the contact. Daily limits depend on how your business is registered.
| Registration | Texts a day |
|---|---|
| Sole owner with no EIN | 3,000 |
| EIN, low volume | 6,000 |
| EIN, high volume | 60,000 |
Email campaigns and sequences, with opens and clicks in reports.
- Opt-outs
- A STOP reply blocks later texts and calls. Email unsubscribes are tracked apart
- Stop rules
- Set per workflow. Tell a booked appointment to pull the lead from older sequences
- Texting registration
- Needed for texting from local numbers. This is 10DLC, the US carrier sign-up for business texting
- Consent and Do Not Call
- Your agency answers for both
AMS and carrier connections
Agent CRM has no AMS connection and no carrier downloads. Its Data Bridge browser extension copies a contact into carrier, quoting and enrollment forms, one way, when you click it.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| HealthSherpa | Raters and quoting | From Agent CRM | Creates or updates the client in HealthSherpa and returns a quoting link. Needs a HealthSherpa Agency account | |
| Agent CRM Data Bridge | Other | From Agent CRM | Fills carrier, quoting and enrollment web forms from the contact | |
| Canopy Connect | Forms and websites | Zapier | Into Agent CRM | Sends a prospect's property and current policy details in |
| RetireFlo | Other | Into Agent CRM | Turns a survey into a contact and can start a workflow | |
| InsureLeads | Lead vendors | API | Into Agent CRM | Posts leads in |
| Agent CRM API and webhooks | Other | API | Custom connections |
Canopy Connect runs through Zapier, a separate paid account.
Medicare and health
- Scope of appointment
- The SOA form saves as a PDF on the contact
- ACA consent
- Electronic consent forms with a time stamp, saved as PDFs
- Enrollment
- HealthSherpa for ACA quoting
- Election periods
- Ready-made AEP and OEP workflows
- Turning 65
- Ready-made workflows
- Call recording
- On inbound and outbound numbers
- Plan change checks
- The MAPD Tool, a partner service, compares your Medicare book with CMS records twice a month
Client portal and mobile app
Mobile app
An iPhone app covers contacts, conversations, email and texts, calling, calendars and voicemail. No Android app is listed.
Reporting
Reports
- Lead source on every contact
- Pipeline stage and value
- Sales and conversion rates
- Team activity
- Email opens and clicks
- Days in stage and next task
- Custom reports you can schedule and share
Migration and getting started
Start the trial
14 days with a card. Cancel before day 14 if you don't want to pay.
Install your bundles
Pick the lines you sell, then a setup tool called the Customizer adds your name, logo, NPN and calendar.
Import contacts
Map CSV columns to fields and tags. Coming from HighLevel, Agent CRM moves your account for free.
Register for texting
Start the carrier registration on day one. Rejections and reviews take time.
Follow the setup lessons
A course called Activator walks you through each part of the setup.
Support by phone, email and the help center.
Contract, export and cancellation
- Term
- Monthly, or 12 months paid ahead
- Renewal
- Monthly plans renew on their own. Yearly plans move to the monthly price after 12 months
- Refunds
- Unused time is generally not refunded
- Your data
- Opportunities export to CSV. Save contacts, notes and recordings before you cancel
Agent CRM alternatives
- HighLevelFrom $97 a monthThe same base system without the insurance setup
- Smart Agent CRMFrom $95 a user per monthSalesforce-based, with carrier sync and commission tracking
- AgentCubedQuote onlyBuilt for health and Medicare call centers
- Salesforce Financial Services CloudInsurance Brokerages from $500 a user per monthPolicy records built in, for larger agencies
See every option in insurance CRM.
Frequently asked questions
How much does Agent CRM cost?
$97 a month, or $297 for Pro, for any number of users. Calls and texts are extra.
Is Agent CRM the same as HighLevel?
It runs on HighLevel, with insurance campaigns, forms and workflows already installed.
Does Agent CRM have a free trial?
Yes, 14 days. It needs a card, which is charged when the trial ends.
Does Agent CRM connect to my AMS?
No. A browser extension can copy a contact into carrier and quoting forms.
Does Agent CRM handle Medicare scope of appointment forms?
Yes. The SOA form saves as a PDF on the client's record.
How we researched this review. We based this review on the pricing, terms and product pages published by Agent CRM, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
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 Agent CRM quit selling or a contract term that reads different now, let us know and send the link to the page where Agent CRM has it. Somebody here pulls up that page and checks it before we change anything on ours.