ProspectBoss review for insurance agents: pricing, dialing and compliance
ProspectBoss is a power dialer with its own lead CRM, built around keeping caller ID numbers out of spam labels. Every plan includes rotating numbers, recording and AI call notes.
Connect suits a solo producer. Teams that burn through numbers move up to Pro or Managed.
- Best for
- Producers working aged or purchased leads who worry about spam labels
- Type
- Power dialer with a lead CRM and number health tools
- Price
- From $199 a user per month
- Dialing
- Single-line power dialing on Connect
- Texting
- Text and email follow-up included
- Recording
- Included, with AI transcripts and summaries
- CRM connections
- Built-in lead CRM. Zapier for other systems
- Free trial
- 10 days
Our take
ProspectBoss sells number health as much as dialing. Numbers warm up slowly, rotate after 20 calls and get spam alerts on Pro.
That costs more than most single-line dialers. Connect starts well above PhoneBurner or Call Logic.
The Do Not Call scrub is an add-on, and there is no agency system link beyond Zapier.
Pros
- 30 to 50 rotating numbers per user
- Number warm-up and spam-risk alerts
- AI transcripts and summaries included
- Built-in lead CRM
- Ten-day trial
Cons
- High price for single-line dialing
- Do Not Call scrub costs extra
- No agency system connection
- Refunds only within 48 hours
Plans and pricing
| Plan | Billed monthly | What it adds |
|---|---|---|
| ConnectSolo producersWhere most agents start | $199 | Single-line dialer, CRM, recording, AI notes, voicemail drop and 30 rotating numbers |
| Connect ProHeavy dialers and teams | $299 | 40 numbers, advanced rotation, spam alerts and manager view |
| Connect ManagedTeams that want numbers handled | $349 | 50 numbers, with registration, fixes and replacements done for you |
Prices are per user each month, as of October 2026, from ProspectBoss's pricing page.
What it would cost you
Cost per month
First-year cost
Cost per live call
Uses the seat prices in the table. The Do Not Call scrub and ringless voicemail are extra.
Add-ons
| Item | Price |
|---|---|
| Federal Do Not Call scrub | From $79 a month |
| Ringless voicemail, 2,000 a month | $79 a month |
Good to know before you buy
- Refunds only within 48 hours of an order or renewal.
- Fees can change at renewal with 60 days' notice.
Which plan has it
| Feature | Connect | Connect Pro | Connect Managed |
|---|---|---|---|
| Single-line power dialer and CRM | |||
| Recording, AI transcripts and summaries | |||
| Voicemail drop and text follow-up | |||
| Outbound numbers included | 30 | 40 | 50 |
| Automatic number rotation | Advanced | Managed | |
| Spam-risk alerts | |||
| Manager view | |||
| Spam label fixes | |||
| Number setup and registration done for you |
Dialing modes
| Mode | What it does | Lines per agent | Plan |
|---|---|---|---|
| Power dialer | Dials through a lead list one call at a time | 1 | All Connect plans |
- Dropped calls
- None on single-line dialing
- Voicemail drop
- Included
- Ringless voicemail
- Sold separately as RinglessMessages
Phone numbers and spam labels
- Who supplies numbers
- ProspectBoss, 30 to 50 per user
- Number rotation
- Switches numbers after 20 calls
- A caution on rotation
- Heavy rotation can hurt how carriers rate your numbers. It doesn't replace consent or a Do Not Call scrub
- Warm-up
- New numbers start at 20 dials a day for the first two weeks
- Call signing (STIR/SHAKEN)
- ProspectBoss says its numbers get top-tier attestation
- Spam label monitoring
- Reputation monitoring on every plan. Alerts and fixes on Pro and Managed
- Branded caller ID
- Registration help with Hiya, First Orion and Free Caller Registry
Do Not Call, calling hours and consent
- National Do Not Call list
- Optional federal scrub from $79 a month
- Your own do-not-call list
- Record opt-outs and do-not-call requests in the CRM
- Calling hours
- Set local calling hours
- Consent records
- Keep consent and lead source on the contact
The scrub costs extra Agencies working purchased leads should budget for the scrub add-on or their own process. The terms put telemarketing liability on the customer.
Texting and registration
- Plans with texting
- All Connect plans, with email follow-up
Call recording and Medicare
- Recording
- Included on Connect
- Transcripts
- AI transcripts and call summaries
From the 2027 plan year, CMS wants Medicare sales calls kept six years. Ask ProspectBoss how long it keeps recordings, and download the ones you must keep.
CRM and agency system connections
| Connects to | Type | How | What moves |
|---|---|---|---|
| ProspectBoss CRM | CRM | Built in | Leads, notes, outcomes, appointments and tasks |
| Zapier | Automation | Zapier | Tagged leads and appointments out. New contacts in |
No agency management system connects directly. Zapier is billed separately.
Reporting and coaching
Reports
- Outcomes, appointments and tasks
- Campaigns by product, source, area or status
Coaching
- AI coaching, transcripts and summaries
- Manager view on Connect Pro
Getting started
Start the trial or book a demo
Ten days to test the dialer.
Warm up numbers
New numbers ramp up over four weeks.
Import leads
Load lists and record consent and lead source.
Ask about texting registration
Ask who files 10DLC (US carrier registration for business texting) and who pays the fees.
Set calling hours and campaigns
Group leads by product, source or area.
Support by phone and email, weekdays 8 AM to 5 PM Eastern.
Contract and canceling
- Term
- Month to month unless the order form sets months
- Renewal
- Automatic. Prices can change with 60 days' notice
- Canceling
- In writing to accounting, in the dialer or in the billing portal
- Refunds
- Within 48 hours of an order or renewal only
Terms as of October 2026, from ProspectBoss's terms.
What users say
What reviewers say most often, as of October 2026.
What users like
- Easy setup
- Productivity
What users dislike
- Dialer lag
- Freezing
ProspectBoss alternatives
- PhoneBurnerFrom $140 a user per month, billed yearlyPower dialer with lower seat prices
- Mojo DialerFrom $89 a license plus $10 a user per monthMulti-line dialer with lead data
- KixieQuote onlyMulti-line dialing with CRM logging
- ReadyModeFrom $199 a license per monthPredictive dialer for small call floors
- Call LogicFrom $135 a user per month, billed yearlyPower dialer with a built-in Do Not Call scrub
See every option in insurance dialers.
Frequently asked questions
How much does ProspectBoss cost?
Connect is $199, Connect Pro $299 and Connect Managed $349 a user per month.
How does ProspectBoss keep numbers off spam lists?
It warms up new numbers, rotates after 20 calls and monitors reputation. Pro adds alerts and fixes.
Does ProspectBoss scrub the Do Not Call list?
Only with the scrub add-on, from $79 a month.
Is ProspectBoss a multi-line dialer?
The current Connect plans dial one line at a time.
How we researched this review. We based this review on the pricing, terms and product pages published by ProspectBoss, 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 ProspectBoss quit selling or a contract term that reads different now, let us know and send the link to the page where ProspectBoss has it. Somebody here pulls up that page and checks it before we change anything on ours.