One flat monthly fee. No per-seat surprises. Pick the plan that matches how you work — solo agent or active recruiter.
Paid plan — no free trial. Start on Standard Agent if you want to try first.
An agent account is one login for one person. Building a team? See agency plans →
Every agent and agency on SalesPulse gets a referral code. When someone signs up with your code, you earn for as long as they're a paying customer.
For every paying agent you refer. Recurring every month they stay on the platform — not a one-time bonus.
Refer an agency owner? You earn 10% of their monthly platform fee for the lifetime of the account.
No. 30 days, no card — but only on Standard Agent. You get the full Standard Agent plan during trial. At the end of trial you pick a plan or you walk away — we don't auto-charge.
No — Premium Recruiter is a paid plan from day one ($129/mo). If you want to try SalesPulse before committing, start the 30-day free trial on Standard Agent and upgrade to Premium Recruiter any time from Settings. The upgrade is one click and you're only billed the $50/mo difference for the remainder of your current cycle.
Standard Agent has everything a producing insurance agent needs to run their book — CRM, softphone, marketplace, AnnuityPro, AI follow-ups, commissions, training. Premium Recruiter adds the full recruiting toolkit: candidates pipeline, job postings, recruiting dashboard, AI recruiting follow-up, and recruiting analytics. If you're only selling policies, Standard is for you. If you're also recruiting agents under you, Premium pays for itself.
No. An agent account is one login for one person — it's not a multi-user product. If you want to bring on a team, assistant, or sub-agents, you need an Agency plan. Agency plans start at $195/mo and scale by the number of reps you manage.
Yes — one click in settings. The change takes effect immediately and you're only billed the difference for the remainder of your current cycle.
Referral earnings are paid on the 1st of each month for the prior month's activity. There's a 5 business day hold for fraud and chargeback review, and a $25 minimum before payout. You cannot use your own referral code on your own account.
Yes. One click, no retention call. We don't prorate a partial month's subscription, but we don't hold your data hostage either — CSV export of your full book of business is one click.
Import your contacts. Take a few real calls. Measure the difference. Then decide. 30 days free on Standard Agent — no credit card.