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Write business, not checks.

Leads, a predictive dialer, phones, CRM, guided scripts and an AI copilot that ranks carriers by underwriting and your commission, all on one login and all working on day one. Skip the five-vendor bill and put your first dollars on the phones.

  • Leads and calls inbound and outbound, from day one
  • One desk dialer, phone, CRM and scripts
  • AI that ranks the carrier by underwriting and your commission
  • Compliance on by default
See pricing and start a trial Book a demo
Your agency · day oneSample data
  • Agency set upYour Agency LLC
  • Carriers and commission levels7 carriers
  • Agents and licensed states3 agents · FL, GA, TX
  • Local caller IDHealth-managed pool
  • Campaigns onUnlimited outbounds, Social inbound
  • First call ringingSocial inbound · FL

Month one

Two ways to open an agency.

Buying it yourself

A dialer and CRM$50–215 a seat a month
A weekly lead system$200–550 an agent a week
Pay-per-call platformsUp to $70 per call, a contract each
A sales spreadsheetHours a week
Scripts in Google DocsLost calls

Five logins, five invoices, and none of them talk.

On NextGen

Predictive dialer, phone and CRMOne login
Unlimited outbound leadsIncluded with an outbound plan
Inbound and transfer callsPay per call, one credit balance
Book of Business and sales boardsFilled from the calls
Script Walker™Your script, on every call

One desk. Every call recorded in one place.

Why it gets you profitable faster

Built so the first sales come sooner.

  • No lead contracts to startUnlimited outbound leads come with an outbound plan. Buy call credits for inbound only when you want them.
  • Bad calls don’t cost youA buffer timer and an AI review credit them back automatically. One appeal if you disagree.
  • Pitch the plan that pays youThe Carrier Waterfall™ ranks plans by underwriting and by your commission on each.
  • New agents sell on day oneScript Walker™ keeps them on your script, and the copilot tells them what to pitch.
  • Every sale countedThe sale form fills from the call, and sale detection finds the ones nobody recorded.
  • Compliance handledDNC, calling hours, licensed states and recordings run before every dial.

Everything you get

The whole agency, already built.

Getting started

From sign-up to first sale.

  1. 1Pick a plan

    Add a card and start a trial, or book a demo and we’ll walk through the numbers for your floor.

  2. 2We set up your agency with you

    Your carriers and commission levels, and each agent’s licensed states.

  3. 3Turn on your channels

    Outbound leads come with your plan. Buy call credits whenever you want inbound.

  4. 4Grow the floor

    Add agents as you hire, and watch every call and sale from the owner view.

Offers

Calls for your floor, three ways.

Supercharged outboundYour dials, your leads, your callbacks Inbound callsEvery channel, only the good calls Warm transfersOnly pay for real conversations

Questions

Do I need my own leads to start?

No. Unlimited outbound leads come with an outbound plan, and social, CTV, warm-transfer and AI drip-in calls are paid per billable call. You can bring your own lists too.

Can I start on my own, before I hire?

Yes. Solo agents get the same desk, with a shared, health-managed local caller-ID pool.

What does it cost?

Plans and prices are on our pricing page. Outbound plans include unlimited outbound leads; inbound and transfer calls are bought as call credits.

How fast can I start?

Pick a plan, add a card and start a trial in a few minutes, or book a demo and we’ll set up your agency, your carriers and your states with you.

Open your agency on NextGen.

Pick a plan, add a card and start your trial in a few minutes. Or book a demo and we’ll set it up with you.

See pricing Book a demo