Live inbound call marketplace. AI copilot on every call. Power dialer, CRM, annuity proposals, commissions — all in one place. Replace a stack of 14 tools with one system that actually knows insurance.
Get live inbound calls, never miss a follow-up, and close more policies without building a tech stack.
See the agent plan →Recruit, onboard, and scale reps with hierarchy-aware commissions, override tracking, and agency dashboards.
See the agency plan →Plug into an active buyer network. Vendor API, per-call billing, no minimums, recording + dispute tools.
Become a vendor →The short version of why SalesPulse beats the stack most agents walk in with.
Our vendor network ships inbound calls directly into the marketplace. Pings get filtered for your state licenses, vertical, and product credits before they touch your phone. You pay only when a call bridges — no minimums, no per-lead credits.
Pull live rates from life, DI, final expense, and Medicare carriers, line them up side-by-side on one screen, and deep-link straight into the carrier's own application page when your client picks a plan. No re-keying their details into a separate quoter tool. No per-quote fees. No add-on subscription — it's in the platform.
Live transcription, tone detection, and the right words to say next — all while the prospect is still talking. After the call, a scored report lands in your inbox with a drafted follow-up SMS and email ready to send. Grounded in your agency's own script library, so every suggestion speaks your voice.
The whole stack an insurance rep or agency needs to run. Here are the 8 our producers live in every day — the other 10 handle recruiting, marketing, training, compliance, and back-office.
Inbound calls from verified vendors filtered by license state, vertical, and product — routed to the first agent who picks up.
Live transcription, tone & stage detection, suggested rebuttals, scored post-call reports, role-play practice.
Multi-line dialing, local presence, SHAKEN/STIR, Voice Integrity — carrier-grade trust on every outbound.
Contacts, opportunities, applications, follow-up queue, book of business — shaped to how insurance deals move.
Side-by-side carrier comparison, RetireScore™ proposals, income projection, branded reports.
Life, DI, final expense, and Medicare carriers — real-time quote, side-by-side compare, and one-click deep-link straight into the carrier's application page.
IMO / agency / sub-agency hierarchy, commission overrides, recruiting pipeline, onboarding automation.
Auto-match statements to policies, handle splits & overrides, detect policy health issues before chargebacks hit.
30 days, no credit card — on the Standard Agent plan. You get the full Standard Agent feature set during trial: CRM, softphone, power dialer, AI Copilot, Smart Quoter, one AnnuityPro proposal seat. Cancel in one click. We don't auto-charge at the end of trial — you pick a paid plan or walk away. Premium Recruiter and Agency plans don't include a free trial; upgrade from Standard any time.
Yes — bill-on-bridge. You only pay when a vendor call actually connects to your phone for longer than the billable threshold (30 seconds by default). No call credits to purchase, no minimums. Pricing per vertical is listed on the marketplace page.
Yes. IMO → agency → sub-agency → team hierarchy with cascading overrides, split commissions, policy health alerts, and statement auto-matching. See the agency plan for the full breakdown.
Copilot is included on every plan. Live suggestions, post-call reports, and role-play are metered per-use and shown clearly in your wallet — a typical 5-minute live call with Copilot on costs around $0.06. You can toggle Copilot off any time in settings.
88 life, disability, final expense, and Medicare carriers through CSG and direct integrations. Full list available in the product. Rate-class, health-class, and state-specific pricing handled automatically.
Monthly subscription plus a usage wallet for telephony and AI. Auto-refill available. Every charge is itemized on the Wallet page with a 30-day breakdown per feature. Agency owners get an aggregated view across the whole team.
30-day free trial. No credit card. Setup in five minutes. Cancel anytime.