Ringy review: pricing, plans and integrations
Ringy is a CRM with built-in calling, texting and email for insurance sales teams that buy leads, mostly in life, health and Medicare. Leads post in from vendors, rotate among agents and get automated follow-up.
It costs $119 a month, with a 7-day free trial.
- Best for
- Life, health and Medicare sales teams that buy leads and want calling, texting and routing in one CRM
- Type
- CRM with a built-in phone system
- Lines
- Life, health and Medicare
- Price
- $119 a month, plus usage and add-ons
- Free trial
- 7 days
- AMS connections
- None. Integrity for Agents syncs leads by NPN
- Calling and texting
- Built in, with 1,000 texts and 1,000 minutes in each payment
- Apps
- Web, iPhone and Android
Our take
Ringy fits life, health and Medicare teams that buy leads and want them called and texted fast from one screen. Leads rotate by weight, state and caps, and drips run until the lead replies or buys.
Budget for usage on top of the base price, since calls and texts past the included amounts are billed.
It has no AMS link or policy records, so it covers selling, not servicing.
Pros
- Calling, texting, email and video meetings built in
- Routing by weight, state and caps, with claim pools
- Duplicate checks by phone and email
- iPhone and Android apps
Cons
- Calls and texts past the included amounts cost extra
- Its Power Dialer is a paid add-on
- No refunds, and cancelling deletes the account
- No AMS connection or policy records
Plans and pricing
| Item | Price | What you get |
|---|---|---|
| Ringy CRMPer account, monthlyEvery account needs this | $119 | Unlimited contacts, 1,000 texts and 1,000 outbound minutes, free incoming calls and texts and video meetings |
| Power DialerAdd-on | $70 | Dialing queues, unlimited outbound calling, voicemail drops, scripts and recordings |
| Call ScriptsAdd-on per agent | $10 | Scripts on calls. Included with the Power Dialer |
| AI ToolsAdd-on | $10 | Suggested replies and text rewriting |
Prices a month as of October 2026, from Ringy's pricing page.
Billed by use
| Item | Price |
|---|---|
| Outbound calls | $0.01 a minute, from the first ring |
| Outbound texts | $0.01 a segment |
| Email through Ringy | $0.001 a message |
| Local number | $1 a month |
| Texting registration | $4 or $44 once |
Good to know before you buy
- Calls are billed from the first ring and rounded up to the next minute.
- Email sent through your own SendGrid account carries no Ringy charge.
Client and policy records
- Records it keeps
- Leads with texts, calls, email, calendar, documents and notes
- Pipeline
- Stage, quote, disposition and sale on each lead
- Sold products
- Product name and amount
- Family and beneficiaries
- Custom fields
- Duplicates
- Phone and email checked over 30 days by default, up to 120
Leads and pipeline
Facebook lead ads, web forms and Google Sheets arrive through Zapier. CSV imports can set the vendor, tags and first message.
Assignment rules
- Methods
- Weighted round robin, by state, by workload, first to claim or a named agent
- Caps
- Per-agent limits. A zero cap makes agents book or sell before claiming more
- Live transfers
- Rotate among agents and drop after the set number of tries
- Idle leads
- Can move to another agent
Renewals, retention and cross-sell
- Follow-up triggers
- Date received, disposition, quote or presentation, or sold date
- After the sale
- Follow-up up to 365 days from the sold date
- Birthdays
- One click enrolls a lead in birthday texts
Email, calling and texting
Calling
Built-in calling with recordings. The Power Dialer add-on works through a queue.
Texting
Two-way texts and drips that can stop on a reply or a sale.
Drip emails through Ringy, or your own SendGrid or Mailgun account.
- Opt-outs
- STOP and similar replies block texts. Calls and email need their own blocks
- Opt-out wording
- Added to the first text and every 30 days until the lead replies
- Texting registration
- Local-number texting needs A2P 10DLC, the carrier sign-up for business texting
- Who answers for consent
- Your agency
AMS and carrier connections
Ringy has no AMS connection and no carrier downloads. Its links bring leads in and send email out.
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| LeadsPedia | Lead vendors | API | Into Ringy | Posts leads through its API |
| Integrity for Agents | Lead vendors | Lead sync by agent NPN | ||
| Zapier | Forms and websites | Zapier | Into Ringy | Facebook lead ads, websites and Google Sheets |
| Google Calendar | Calendars and meetings | Built in | Availability and appointment sync | |
| SendGrid | Email and texting | Built in | Email from your own account | |
| Mailgun | Email and texting | Built in | Email from your own domain | |
| Custom API and webhooks | Other | API | Both ways | Leads in, call, text and disposition events out |
Client portal and mobile app
Mobile app
iPhone and Android apps cover leads, calls, texts and the pipeline.
Client portal
None. Trust My Producer gives each agent a public profile page with licensed states and carriers.
Reporting
Reports
- Vendor on every lead
- Leads received and sold by vendor
- Conversion and dispositions
- Agent calls and recordings
- Texts and drip results
- Power Dialer activity
- Rejected leads
- CSV export
Migration and getting started
Start the free trial
7 days, with free onboarding and setup.
Register for texting
Finish A2P registration before you import leads you plan to text.
Import leads
CSV upload limits rise after your first two weeks and again after a month.
Support by phone, email and the help center.
What users say
What reviewers mention most, as of October 2026.
What users like
- Easy once it is set up
- Automated follow-up
- Lead activity in one place
- Calling and texting in one workflow
What users dislike
- Price plus usage charges
- Setup takes time
- Limited customizing
- Uneven support
- Texts sometimes blocked or delayed
Contract, export and cancellation
- Term
- Month to month
- Renewal
- Automatic
- Refunds
- No partial refunds, and account balances aren't returned
- Your data
- Lead lists export to CSV
Cancelling deletes the account. Ringy's terms say the account and its content go when you cancel. Export your leads first.
Ringy alternatives
- TLDCRMFrom $100 a user per monthCall center CRM with lead routing and auto-calling
- Agent CRM$97 a monthCalling, texting and automations for life and Medicare agents
- MedicarePRO CRMFrom $45 a monthMedicare CRM with SOA tracking
- DYLFrom $49 a user per monthLead CRM with calling and texting for insurance teams
See every option in insurance CRM.
Frequently asked questions
How much does Ringy cost?
$119 a month, with 1,000 texts and 1,000 minutes included. Usage and add-ons cost more.
Is Ringy the same as iSalesCRM?
Yes. iSalesCRM is Ringy's former name.
Can Ringy rotate leads among agents?
Yes, by weighted round robin with caps and state limits, or through claim pools.
How we researched this review. We based this review on the pricing, terms and product pages published by Ringy, 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 Ringy quit selling or a contract term that reads different now, let us know and send the link to the page where Ringy has it. Somebody here pulls up that page and checks it before we change anything on ours.