Ontraport review: pricing, plans and integrations
Ontraport is a general CRM and marketing automation platform that insurance agencies set up for pipelines, email, texting and client portals beside their AMS. Policies are custom records you build.
Plans start at $99 a month at up to 500 contacts, with a 14-day free trial.
- Best for
- Agencies that want CRM, marketing automation and client portals in one platform, with policies in custom records or their AMS
- Type
- General CRM and marketing automation platform
- Lines
- Any line. You build the insurance records yourself
- Price
- $99 to $299 a month at up to 500 contacts
- Free trial
- 14 days, no card needed
- AMS connections
- None built in. Zapier and the open API
- Calling and texting
- Texting through Twilio with an SMS plan. Calls are logged, not placed
- Apps
- Web, iPhone and Android
Our take
Ontraport fits agencies that want CRM, campaigns and membership-style client portals in one place, and that will build policy records themselves or keep them in an AMS. Renewal outreach runs from dates and tags you store.
Start with the trial, import contacts and add texting or a shared inbox only if you need them.
It has no AMS sync, carrier downloads or commission tracking for producers.
Pros
- Prices for every plan on its website
- 14-day free trial with no card
- iPhone and Android apps
- Custom objects for policies, companies and deals
- Email, Twilio texting, Zapier and an open API
Cons
- Policy records are custom objects you build
- No AMS connection or carrier downloads
- No producer commission or Medicare tools
- Price climbs with contacts, seats and add-ons
Plans and pricing
| Plan | Paid monthly | Billed yearly, per month | What it adds |
|---|---|---|---|
| PlusA small agency starting with automation | $99 | $83 | CRM, campaigns, email and texting, websites, membership portals and payments |
| ProAgencies with several staffAdds user permissions | $149 | $124 | Campaign tracking and testing, deeper customizing, user permissions and partner programs |
| EnterpriseLarger agencies with strict access rules | $299 | $249 | Field-level permissions and room to grow. Single sign-on is a paid add-on |
Prices as of October 2026 at up to 500 contacts, from Ontraport's pricing page. More contacts raise the price. Yearly billing gives 2 months free.
Billed on top
| Add-on | Price |
|---|---|
| Each user past the one included | $49 a month |
| Shared Inbox | $28 to $83 a user per month |
| Texting plan | from $9 a month, plus message fees |
| Dynamic CMS | $41 to $124 a month |
| Done-With-You setup | $897 once |
Good to know before you buy
- The first texting number is free once an SMS plan is active.
- The setup package carries a 30-day money-back guarantee.
Which plan has it
| Feature | Plus | Pro | Enterprise |
|---|---|---|---|
| CRM, campaigns, email and texting | |||
| Membership portals and payments | |||
| Zapier and the open API | |||
| Campaign tracking and testing | |||
| User permissions | |||
| Partner and referral programs | |||
| Field-level permissions | |||
| Single sign-on | Add-on |
Client and policy records
- Records it keeps
- Contacts, with companies and deals as ready-made objects
- Policies
- Custom objects you build. Ontraport's own example puts three policies on one client
- Role next to your AMS
- Marketing and sales side only. Ontraport doesn't claim to replace an AMS
Leads and pipeline
UTM tags, the source codes on a web link, are saved to each contact automatically.
Assignment rules
- Methods
- Even split, or by location, type or qualification
- Scoring
- Lead scores can feed the routing rules
Renewals, retention and cross-sell
- Campaign templates
- Stay-in-touch drips, reactivation, appointment reminders, referral requests and promotions
- Renewal triggers
- Dates, tags and purchases you store. Policy expiration dates have to be loaded first
- Membership renewals
- Reminders and re-engagement for portal members
Email, calling and texting
Built-in bulk and one-to-one email, with your own sending domain on every plan.
Texting
Runs through Twilio once you buy an SMS plan. A daily spend cap pauses sends.
Calling
The mobile app logs calls. Ontraport has no built-in phone system.
- Opt-outs
- Bulk email adds an unsubscribe footer. STOP and similar replies end texts
- Texting registration
- US and Canadian senders must register for 10DLC, the carrier sign-up for business texting
- Who answers for consent
- Your agency
AMS and carrier connections
Ontraport names no AMS connection and has no carrier downloads. Agencies link it to their agency system through Zapier or the open API, which covers nearly all records at about 180 requests a minute.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| Zapier | Other | Zapier | Contacts, tags, forms and purchases, not custom objects | |
| Google Calendar | Calendars and meetings | Built in | Both ways | Two-way appointment sync |
| Twilio SMS | Dialers and phone | Built in | Texting with an SMS plan | |
| Open API and webhooks | Other | API | Nearly every record type | |
| WordPress / WP Fusion | Other | Partner | WordPress membership sites |
Client portal and mobile app
Mobile app
iPhone and Android apps cover contacts, deals, companies, custom objects, the inbox, tasks and call logs. Pages and automations are built on a computer.
Client portal
Membership sites give clients a login with content by role or status. ID cards and policy documents only appear if you build them in.
Reporting
Reports
- Lead source and UTM tags on every contact
- First and last click attribution
- Pipeline totals
- Marketing return by source
- Automation logs
- Full contact history
Migration and getting started
Start the free trial
14 days, with no card until you upgrade.
Import
Load contacts, companies and custom objects from CSV files.
Get help if you want it
Done-With-You setup is $897 once. Enterprise and VIP accounts can get done-for-you migration on a quote.
Learn it
Ontraport University has more than 150 free videos.
Support by live chat, email, screenshare and the help center.
What users say
What reviewers mention most, as of October 2026.
What users like
- Helpful support
- Strong automation
- Email tools
- Room to customize
What users dislike
- Learning curve and many clicks
- Pages can be slow
- Pricey for simple needs
Contract, export and cancellation
- Term
- Month to month or yearly
- Renewal
- Yearly plans renew automatically. Switch to monthly before the next charge to stop that
- Refunds
- Generally none, and never on yearly plans or usage. A 30-day refund on the base fee applies only when offered
- Your data
- Export any list to CSV, with notes. Export history stays 60 days
Content is deleted the moment you cancel. Run your exports first.
Ontraport alternatives
- HubSpotFree CRM. Paid from $20 a user per monthMarketing and sales platform with a free starting plan
- HighLevelFrom $97 a monthMarketing automation with calling and texting built in
- Zoho CRMFree for 3 users. Paid from $14 a user per monthCustom modules for policies and a free plan for small teams
- Act!From $30 a user per month, billed yearlyCRM with email marketing and an insurance table template
See every option in insurance CRM.
Frequently asked questions
How much does Ontraport cost for an insurance agency?
At up to 500 contacts, $99, $149 or $299 a month, or $83, $124 or $249 a month billed yearly.
Does Ontraport connect to my AMS?
No built-in link. Agencies use Zapier, the API or custom work.
Can Ontraport track insurance policies?
Yes, as custom objects you set up yourself.
How we researched this review. We based this review on the pricing, terms and product pages published by Ontraport, 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 Ontraport quit selling or a contract term that reads different now, let us know and send the link to the page where Ontraport has it. Somebody here pulls up that page and checks it before we change anything on ours.