The system built for top producers.
One platform to run your insurance business. Leads come in, follow-up goes out, calls and texts live on the contact, and nothing sits in a spreadsheet waiting for you to remember it.
For licensed agents working with RA Solutions.
- Setup
- Built before you log in
- Phone
- Your own line, in the CRM
- Training
- Video, ticket support, live calls
- Support
- Tickets and live Zoom calls
The parts of the job that get dropped, handled.
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Lead intake
Every lead lands in one pipeline the moment it arrives, tagged by source, with your first follow-up text queued for leads who have opted in to hear from you.
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Follow-up on rails
Call tasks, texts and emails on a set schedule, so a lead gets worked the same way whether you remember or not.
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Calls and texts in one place
A business number inside the CRM. Call, text, drop a voicemail, and read the whole thread on the contact record.
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Pipelines that match how you sell
Contacted, quoted, submitted, issued. You can see what is live and what has gone quiet without keeping it in your head.
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The book you already have
Renewals, service requests and cross-sell reminders for clients you have already written, so the next policy comes from your own book.
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Your numbers
What came in, what you reached, what you wrote. Enough to see which week worked and which one did not.
Texts and calls are pay as you go.
The membership covers the CRM. Sending texts, making calls and sending email run through the carrier at cost — you buy credit in any amount and only pay for what you actually send.
- Text messages
- $0.01 per segment
- A segment is 160 characters. $10 is roughly 1,000 of them.
- Outbound calls
- $0.0168 per minute
- $10 is roughly 595 minutes of talking.
- Inbound calls
- $0.0102 per minute
- $10 is roughly 980 minutes.
- $0.0025 per email
- $10 is roughly 4,000 emails.
Rates are for US numbers. International rates and special routes vary, and adding images or emojis to a text increases the per-segment cost. Carrier registration fees for getting your number approved to send business texts are separate and set by the carriers, not by us.
What your first week actually looks like.
Your CRM, your number
You pick your plan and pay, and your CRM is built and waiting for you — pipelines, templates and follow-up already in it, nothing for you to set up. You choose a phone number for your area on the way in. Texting switches on once that number clears carrier registration, which we file for you.
Watch the walkthrough
Short videos for the screens you will actually use, so you are not hunting for where something lives.
Bring your contacts over
Import the list you already have from a spreadsheet, tagged so your existing clients do not get mixed in with new leads. There is a video for it, and a ticket gets you help if the file fights you.
Work the pipeline
New leads route themselves. You call the ones the system puts in front of you, and the follow-up keeps going on the ones you do not reach.
A CRM does not sell for you. It makes sure the lead you already paid for actually gets worked.
Want leads coming in too?
The CRM works with whatever you already buy. If you would rather have campaigns run for you, we can run them on top of your membership — the leads land straight in the pipeline you are already working.
It is a separate monthly cost on top of the membership, and the ad spend is yours. Nobody is signed up for it automatically.
The CRM stands on its own without it. Taking it is a separate decision, and a separate conversation.
Questions, answered straight.
Do I have to set anything up?
No. The pipelines, follow-up sequences, templates and forms are built before your account is handed over. You pick a phone number and start working leads.
Can I use the leads I already buy?
Yes. However your leads arrive, they can be routed into the CRM and worked through the same pipeline. Nothing about this ties you to buying leads from us.
Will my texts and calls come from my own number?
You get your own business line inside the CRM, and you choose the area code. Your personal number stays your personal number.
What happens to my contacts if I cancel?
They are yours. You can export your contacts and notes to a spreadsheet from inside your account whenever you want, and you have 30 days after your last billing period to take them with you if you cancel.
Is there a contract or a setup fee?
It is a monthly plan, not a long-term contract, and you manage it from your own billing settings. Texts, calls and email are billed on top at cost — the rates are here. Any setup fee and how notice works [confirm with Candi]
What if something breaks, or I just get stuck?
Support runs on a ticket system, plus live screen-share calls you can book. There is no phone line and no support inbox on purpose — tickets get tracked to a close instead of getting buried in someone's email. The video library is being recorded now, so it fills in as you go.
Do I need to be licensed?
Yes. This platform is for licensed agents working with RA Solutions.
Ask first, then decide.
If you want to see it before you put a card in, or you have a question about how it would fit what you already do, ask.