Convoso review for insurance agencies: pricing, lead routing and integrations
Convoso is a cloud contact center built around a high-volume outbound dialer, used by insurance call centers. Leads load by file, API or lead platforms and route to agents by skill and state. Calls, texts and emails then go out with calling rules applied.
It suits centers that buy leads by the thousand. Pricing is quoted, with phone carrier usage billed on top.
- Best for
- Insurance call centers that dial purchased leads in volume and need strict calling compliance
- Price
- Quote only, by seats, features and services, plus phone carrier usage
- Free trial
- No. A live demo set up for your team
- Lead intake
- File uploads, a lead API, web forms, inbound calls, Zapier and lead platforms such as ActiveProspect
- Assignment
- By skill, state, time zone, hours, lead source, lead age and top agents
- Texting and calling
- High-volume dialing built in. Texts and email are an optional add-on
- Agency systems
- No AMS connections. Syncs with Salesforce and HubSpot
- Contract
- Yearly in most cases, other terms through sales
Our take
Pick Convoso if you run an insurance call center that buys leads in volume and needs to call them fast without breaking Do Not Call or state rules. Routing uses skill, state, time zone, lead age and agent results, and reports show cost per sale by list.
Buying means a live demo, a yearly quote and then guided setup.
It's a dialer first, so policy records and renewals stay in your CRM or agency system.
Pros
- Federal, state and internal Do Not Call scrubbing, reassigned number checks and state calling rules on each lead
- Routing by skill, lead source, priority, time zone, lead age and top agents
- Cost per sale and return by list, agent and lead source, plus speed-to-first-attempt reports
- Deduplication that keeps one record and stops the rest from being dialed
- Implementation with a dedicated customer success manager
Cons
- No published prices or free trial
- Contracts are yearly in most cases, with other terms only through sales
- Not a full CRM, and no agency management system connections
- Phone carrier charges billed on top
Plans and pricing
- How it's priced
- Quoted after a consultation. No plans or prices are published
- What changes the price
- Seats, features, services and integrations, with volume pricing for large teams
- Billed on top
- Phone carrier charges for calls and texts, by usage and destination
- Quoted add-ons
- Omnichannel texting and email, and long-term call recording storage
- To get a price
- Book a demo at convoso.com or call sales at (844) 662-9079
From convoso.com/pricing, checked October 2026. Seats can be added or dropped on terms set in your contract.
Getting started
Book a live demo
Convoso tailors it to your campaigns, then quotes.
Plan your campaigns
Implementation sets up lists, campaigns and workflows around how you sell.
Load your leads
Upload files or connect the lead API and your lead platforms.
Set routing and calling rules
Choose skills, priorities, state rules and calling hours.
Train agents
Training comes with implementation.
A dedicated customer success manager leads setup. Support is by help center, ticket, phone and email.
Lead intake
Leads load from files or arrive through the Lead Insert API. A finished web form can set off a call right away.
- Ways leads come in
- File upload, lead API, web forms, inbound calls and Zapier
- Lead vendors and platforms
- ActiveProspect, LeadsPedia and Blue Ink Digital post leads in
- Duplicates
- Uploads and the API check phone numbers in the account, campaign or list you pick, then reject or mark repeats
- Cleaning old lists
- The Lead Deduplicator keeps one record and stops the rest from being dialed, without deleting them
Assignment rules
By skill
Match leads to agents by skill, language or campaign.
By state and time zone
Route by where the lead lives and the local time there.
By hours
Timing rules decide when each lead is called.
Top agents
Send fresh or hot leads to your best closers first.
- If nobody qualifies
- If no logged-in agent has the needed skill, the lead isn't dialed
- Inbound calls
- Route by skill, location, availability and priority
- List priority
- Lists can move up or down by results and lead behavior
Follow-up and calling
Agents work leads through automated dialing, texts, emails, callbacks and appointment reminders. Calling rules are checked on every lead before it's dialed.
- Do Not Call
- Federal, state and your own lists are scrubbed, with reassigned number checks
- State rules
- StateTracker applies each state's calling limits and legal hours to the lead
- Opt-outs
- Text and voice opt-outs stop outreach
- Caller ID
- Convoso Ignite scores your outbound numbers, buys new ones and routes calls by how each performs
- Call recording
- Recordings are stored with each call, with paid long-term storage
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| Salesforce | CRM | Built in | Records feed call campaigns, and calls, outcomes and callbacks go back. Quoted separately |
| HubSpot | CRM | Built in | Leads move both ways |
| ActiveProspect | Lead platform | Partner listing | Checked leads, consent records and suppression results come in |
| LeadsPedia | Lead platform | Partner listing | Leads, lists, agents and sales sync both ways |
| Blue Ink Digital | Lead vendor | API | Posts leads through the Lead Insert API |
| Retreaver | Call tracking | Partner listing | Caller and source details come in with each call |
| Phonexa | Lead platform | Partner listing | Call outcomes go out |
| Talkdesk | Contact center | Partner listing | Convoso dialing inside Talkdesk |
| Zapier | Automation | Zapier | Creates or moves leads from other apps |
Zapier needs its own account, which Zapier bills separately.
Reporting
Reports you get
- Lead source and original list kept on every lead
- Live agent, list and campaign numbers
- Contact and sale rates by list
- Cost per sale and return by list, agent and source
- Speed to first call and first contact
- Scheduled reports by email
What users say
Common themes in reviews, as of October 2026.
What users like
- Ease of use
- Efficiency
- Support
- Helpful staff
- Intuitive and customizable interface
- Productive auto-dialing
- Reporting
What users dislike
- Dropped or failed three-way calls
- Learning curve
- Setup complexity
- Cost
- Dialer delays
- Missed or disappearing callback notifications
- Freezes or lag
- Sensitive to connection quality
- Clunky workflows and contact handling
Contract and cancellation
- Term
- Yearly in most cases, other terms through sales
- Your data
- Admins can export any list with all its fields at any time
Convoso's service agreement isn't public, so ask for renewal and exit terms with the quote.
Convoso alternatives
- Ricochet360From $20 a user per month, yearly contractPublished prices, with calling and lead routing for insurance
- VanillasoftQuote onlyQueue-based calling that hands each agent the next lead
- boberdooFrom $1,075 a monthRoutes and sells leads to producers before any call
- TLDCRMFrom $100 a user per monthA life and health CRM with calling built in
See every option in insurance lead management software.
Frequently asked questions
How much does Convoso cost?
Convoso quotes by seats, features and services, and phone carrier usage is billed separately.
Does Convoso scrub Do Not Call lists?
Yes. It checks Do Not Call lists at the federal and state level plus the internal ones and applies state calling rules to each lead.
Does Convoso have a free trial?
No. It offers a live demo set up for your team.
Can Convoso take leads from my lead vendors?
Yes. Vendors can post through its lead API, and ActiveProspect and LeadsPedia connect directly.
Is Convoso month to month?
Usually not. Contracts are yearly in most cases, and other terms go through sales.
How we researched this review. We based this review on the terms and product pages published by Convoso, 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 Convoso quit selling or a contract term that reads different now, let us know and send the link to the page where Convoso has it. Somebody here pulls up that page and checks it before we change anything on ours.