You sell. Your CRM does the rest.
An all-in-one business system for insurance agents. Follow-up, booking, your website, your social posts and your numbers all run from one place, so your day goes to calls and sales.
- $149 a month, per agent
- No setup fee, no contract
- For licensed agents working with RA Solutions
Most agents are running six jobs at once.
- Branding
- Marketing
- A website
- A CRM
- Learning the CRM
- Learning your carriers
Every hour that goes into these is an hour that does not go to a client.
An agent’s day is full of tasks. Selling should be the only one that needs you.
One system carries the rest.
It all lives in one login, so you stop jumping between tools and start your day on the phone.
Find your clients
A branded website
Pick a ready-made site for your business and we point it at your CRM, so every lead it captures lands in your pipeline.
Simplified social posting
Set it up once, then plan a month of posts and schedule them to your social accounts from the same place you work your leads.
Your name on everything
Automated texts and emails go out under your name, photo and signature, so clients hear from you.
Work every lead
Automatic follow-up
Call tasks, texts and emails go out on a set schedule, so a lead gets worked the same way whether you remember or not.
An AI booking assistant
It texts new leads and puts booked appointments on your calendar, so a lead that comes in at 9pm is not left waiting.
A dialer and texting
Your own business number inside the CRM. Call, text, drop a voicemail and see the whole conversation on the contact.
Grow the book you have
Referrals and cross-sell
Year-round check-ins with your clients ask for referrals, and reminders flag renewals and the next policy to offer.
Your numbers
What came in, who you reached and what you wrote. Enough to see which week worked and which one did not.
Set up and supported
Your CRM, fully built
Pipelines, templates, follow-up and forms are in place before you log in. Nothing to set up.
Every vertical you write
Private health, final expense, mortgage protection, term life, IUL and annuities, each with its own pipeline and follow-up. See the list.
Support three ways
Tickets tracked to a close, live screen-share calls you can book, and a growing video library.
See it working in three minutes.
The pipeline, the dialer and the follow-up that runs on its own, in one short walkthrough.
What your first week actually looks like.
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Day one
Your CRM, your number
You pick your plan and pay, and your CRM is built and waiting — pipelines, templates and follow-up already in it, nothing 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.
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Day two
Watch the walkthrough
Short videos for the screens you will actually use, so you are not hunting for where something lives.
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Day three
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.
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The rest of it
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.
What it costs.
Membership
$149
per month, per agent- Your CRM, fully built before you log in
- Automatic follow-up and an AI booking assistant
- Your own business line for calls and texts
- A branded website and simplified social posting
- Every vertical you write
- Unlimited contacts and pipelines
- Support by ticket, live call and video
Texts, calls and email are billed separately — see the rates. No setup fee: your first $149 is charged at sign-up. Cancel any time before your next billing date.
Get my CRMTexts and calls are pay as you go.
The membership covers the CRM. Sending texts, making calls and sending email are billed by use — you buy credit in any amount and only pay for what you actually send.
See the rates for texts, calls and email
| What you send | Rate | What $10 covers |
|---|---|---|
| Text messages | $0.0116 per segment | About 860 segments. A segment is 160 characters. |
| Outbound calls | $0.0196 per minute | About 510 minutes of talking. |
| Inbound calls | $0.0119 per minute | About 840 minutes. |
| $0.0011 per email | About 9,090 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.
Want leads and pre-booked appointments coming in too?
Optional. The CRM works with whatever leads you already buy. If you would rather have it done for you, we can run campaigns on top of your membership, including pre-booked appointments that land straight on your calendar.
It costs extra each month, and the ad spend is yours. Nobody is signed up automatically, and the CRM works fine without it.
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.
Do I need to be good with technology?
You need the basics. The CRM is built before you log in, short videos walk through each screen, and tickets and bookable live calls get you unstuck when something breaks.
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?
No to both. It is a monthly plan with no contract and no setup fee. Your first $149 is charged when you sign up and renews monthly; cancel at least 24 hours before your next billing date to stop the next charge. Texts, calls and email are billed on top by use — the rates are here.
What if something breaks, or I just get stuck?
Support runs on a ticket system, plus live screen-share calls you can book. Tickets get tracked through to a close, so nothing gets lost. 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.
Less busywork. More freedom.
Our goal is simple: grow your revenue while you spend less time on everything that is not selling.
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.