# Insurance Agency CRM, AI & Dialer | Launch Automation > Run your insurance agency on one platform: custom website, agent dashboard, instant lead routing, AI, dialer and training. $997/mo plus $97 per agent seat. Canonical page: https://launchautomation.ai/agency # Insurance Agency Platform Software. One Platform. Every Agent.Total Visibility. The cost-effective CRM, AI and lead-handling system built specifically for life, health and Medicare agencies. Custom agency website, real-time visibility over every agent, instant round-robin lead routing, weekly training, and a dev team on retainer, for less than what you're paying in scattered tools today. ## See Every Agent, Every Lead, Every Dollar, In Real Time. You shouldn't have to text your top producer to find out how the agency is doing. The owner dashboard gives you live KPIs, an agent leaderboard, lead-source attribution, and a full activity feed, all in one screen. ## Stop guessing. Start steering. Most agency owners run blind, spreadsheets, group chats, end-of-month surprises. Launch puts the entire agency on one screen so you can coach, course-correct, and reward based on what's actually happening. - Live KPIs for the agency & each producer - Agent leaderboard updated in real time - Lead-source attribution down to the campaign - Pipeline visibility into every agent's deals - Drill into any call, text or booking on the spot ## Sound Familiar? Launch Was Built To Fix Every One. These are the headaches we hear from agency owners every single week. Each one is a feature on this platform, not a "we'll get to it" promise. ## Most Platforms Treat Agents Like Solo Operators. We Built This For Agencies. If you run an agency, an IMO, FMO, or a multi-agent shop, you don't need another tool that's optimized for a single producer. You need visibility, control, lead distribution, and a way to onboard new agents at a price they can stomach. ### Other Agency Setups - Each agent on their own random CRM - No visibility into agent pipelines - Leads sit in one inbox until someone grabs them - Onboarding new agents = days of setup - Agency-wide reporting is a spreadsheet - Every customization needs a dev contract ### Launch Agency Plan - All agents on one branded agency platform - Owner dashboard sees every agent in real time - Round-robin lead routing, instant assignment - Add a new agent for $97, we build out their world in 2-3 days - Agency-wide KPIs, pipelines & performance - 5 hours of custom dev included every month ## From Sign-Up to Scaling. Here's How We Get You Live. Every step mapped, scheduled, and managed by our team. You focus on running your agency. We build, install, train, optimize, and keep building forever. #### You Sign Up You're in. Your agency account is provisioned, your dedicated build team is assigned, and the agency onboarding packet hits your inbox. #### Agency Onboarding Packet You complete a guided agency questionnaire, your brand, niche, agent roster, lead sources, territories, comp structure, and goals. This drives every build decision we make. #### 1-on-1 Strategy Zoom A 60-90 minute working session with your build lead. We map your website structure, lead routing rules, automation flows, AI voice, and the 30-day plan together, and you sign off. #### Custom Website Build + A2P Registration Our designers and devs build your full agency website, branded, SEO-optimized, with booking, applications, and your domain live. In parallel, we submit A2P SMS registration to the carriers (3-10 day approval window). #### 40+ Insurance Automations Installed Instant lead response, cold reactivation, long-term nurture, missed-call text-back, application follow-up, review requests, all the insurance-specific automations switched on and tuned to your brand voice. #### Book of Business Imported & Tagged We pull in your historical leads, current clients, policies in force, and lapsed contacts, properly tagged, deduped, segmented, and routed to the right pipelines so your agents can start working warm. #### Territories, Round-Robin & AI Tuning Lead routing rules wired up (round-robin, territory, skill-based). AI assistant trained on your products, scripts, and brand voice. Custom KPI dashboards and per-agent pipeline views configured. #### 2-3 Day Per-Agent Buildout (Done-For-You) For every agent you add, our team spends 2-3 days building their entire world from scratch, we don't hand them a blank account. They get a custom landing page with their bio and headshot, a branded booking calendar, a personalized email signature, custom-branded SMS / voicemail / email templates in their voice, their dialer configured, their round-robin slot wired into your routing rules, and a live 1-on-1 training session before they ever take a lead. You don't lift a finger. By the time the agent logs in for the first time, everything just works, and they're ready to actually sell. #### Optimization Week + Weekly Live Training Begins We tune what's converting, kill what's not. Weekly live Zoom training kicks off for you and your agents, platform deep-dives, best practices, open Q&A. Recordings archived so new hires catch up fast. #### Keep Building. Keep Optimizing. We don't disappear. Five hours of custom development every single month go into new funnels, integrations, automations, dashboards, AI prompts, recruiting workflows, whatever your agency needs to keep growing. Weekly training never stops. ## One Platform For The Owner. One For Each Agent. Agency owners get total visibility and control. Each agent gets a personal page, a simplified CRM, instant lead automation, and a dialer, the tools to actually sell. ### Custom Agency Website A fully custom-built website for your agency, not a template. Your brand, your messaging, your recruiting story. - Custom-designed homepage & sub-pages - Agent directory & recruiting funnels - Lead-gen pages with your branding - Your domain, your SSL, your SEO ### Agency Owner Dashboard Total visibility into every agent, every pipeline, every lead, every dollar, in real time. - See every agent's pipeline live - Agency-wide KPIs & reporting - Lead source attribution by agent - Full activity log: calls, texts, emails ### Round-Robin Lead Routing Stop manually assigning leads. The platform distributes them automatically, the second they come in. - Round-robin by agent, territory or skill - Instant pipeline drop & alert to the agent - Automatic re-route on no-response - Owner override at any time ### Per-Agent Personal Page Each agent gets their own branded page, calendar, contact form, application, social link tree, all in one URL. - Personal booking calendar - Contact form & insurance application - Link-tree for social bios - Auto-tagged to the agent's pipeline ### Simplified Agent CRM An easy-to-use CRM built for working agents, not data-entry clerks, pipeline, calls, texts, all in one mobile inbox. - Easy drag-and-drop pipeline - Unified inbox: text, email, chat, DM - Built-in dialer with call recording - Mobile app for the road ### Instant Lead Automation The same instant-response engine and cold lead reactivation we sell standalone, baked in for every agent on your team. - Instant SMS, email & voicemail in seconds - Cold lead reactivation campaigns - Long-term nurture sequences - Missed-call text-back on every line ### Weekly Live Training Every week, you and your agents get on Zoom with our team. We train, we troubleshoot, we share what's working. - Live weekly Zoom for owners & agents - Platform deep-dives & new feature walkthroughs - Open Q&A and live troubleshooting - Recordings archived for new hires ### AI Workforce (Agency-Wide) AI that answers, follows up, and books appointments around the clock, trained on your agency, deployed to every agent. - AI chat, SMS, voice & DM responder - AI appointment booking per agent - Missed-call text-back, agency-wide - Trained on your products and process ### Insurance Apps & Workflows Every product line and follow-up sequence agents need, pre-built and ready to run from day one. - IUL, FIA, FEX, Term, Whole Life, Annuity - Mortgage protection workflows - Medicare AEP & OEP campaigns - Recruiting funnels for downline growth …and 1,400+ features in total, the full Done-For-You feature set, plus the agency layer on top. ## A Polished, High-End Website Built Specifically For Your Agency. This isn't a template you fill in. We design and build a complete agency website, your brand, your story, your producers, with every system already wired together. Leads flow into your CRM. Bookings land on your calendar. Applications drop into the right pipeline. ### Insurance That Protects What Matters Most. ### Every system. Already connected. We custom-design and ship a complete agency website with everything pre-wired. No "drag this widget here." No "go figure out integrations." You get a finished, branded, conversion-ready website that's already talking to your CRM. - Custom DesignedYour brand, your colors, your story, not a template anyone else has. - SEO-OptimizedSchema markup, fast load, keyword research & on-page tuning for your niche. - Booking System Built InSelf-service consult booking on every agent's profile. - Insurance Applications LiveTerm, Whole, FEX, Annuity, Medicare, IUL, all start on your site. - Agent DirectorySearchable by state, product, language, each agent gets a profile. - Quote & Intake FunnelsLead magnets, gated PDFs, IUL calculators, we build them. - Mobile-First & FastLoads in under 2 seconds. Looks like a million bucks on a phone. - Your Domain, Our InfraSSL, CDN, 99.99% uptime, backups, all handled. ## Each Agent Gets Their Own Mini Marketing Site. A personal, mobile-first page that doubles as their booking link, contact form, insurance application, and social-bio link tree, auto-tagged to their pipeline so every lead lands in the right place. ## One link. Everything agents need. Drop it in their Instagram bio. Send it in a text. Hand it out at a community event. Wherever a prospect taps, every action funnels back into the same CRM you're watching as the owner. - Personal calendar, clients self-book a consult - Contact form & insurance application built in - Social-bio link tree: IG, TikTok, FB, YouTube - Custom photo, headshot & agent bio - Every lead auto-tagged to the agent's pipeline ## A Polished, Conversion-Ready Landing Page For Every Agent. Every $97 seat ships with a fully-designed, branded landing page. Built to convert, optimized for search, and ready to share at events or in social bios, with every booking, form fill and tap flowing back into your agency CRM. #### Jasmine Torres ## Your CRM In Your Pocket. Your Dialer In Your Hand. Insurance agents aren't at desks. They're in cars, at kitchen tables, at expos, and in waiting rooms. The Launch mobile app gives every agent your entire CRM, dialer, pipeline, calendar and AI assistant on their phone, with a push notification the second a new lead lands. ### Built for agents who actually move. Every feature your producers need to close from anywhere, one tap to call, one tap to text, one tap to log it all back to your agency CRM. - One-tap call from any lead card. Auto-logs the call with recording and AI summary. - SMS & email templates at a tap. Hit send between appointments. - Push notifications the instant a new lead drops in their pipeline. - Calendar & bookings with one-tap reschedule and Zoom join. - Voice memos transcribed to lead notes automatically. - Scan IDs and applications with the camera. Auto-fills the form. - Works offline. Syncs the moment they reconnect. ## A New Lead Comes In. Within Seconds, an Agent Has It. Every lead is routed automatically based on your rules, round-robin, territory, or skill, with instant SMS and email reply from the assigned agent, all before they pick up the phone. ### The owner sets the rules. The system runs them. You choose how leads get distributed. Round-robin keeps it fair. Territory keeps it local. Skill keeps it on-product. No more leads sitting in a queue while someone "claims" them. - Lead drops into the agent's pipeline instantly - Agent gets an SMS push, "you've got a new lead" - Auto-responder fires from the agent's number - No response in X mins? It re-routes Round-robin assigned to Jasmine in 1.3s ## The Full Platform For You. Focused Tools For Each Agent. As the owner, you get every tool Launch has ever built. Your agents get a focused, high-impact subset, purpose-built so you can add producers at $97 each without ballooning your tech bill. Here's exactly what's included, and how it stacks up against our full Done-For-You plan. ### Per-Agent Done-For-You - Fully Custom WebsiteGround-up build for each individual agent. - All 40+ AutomationsFull library installed per producer. - Complex Calendar SystemMulti-tier booking flows per agent. - Custom Lead MagnetsFunnels and landing pages per producer. - Per-Agent SEO & ContentProduction team assigned per individual producer. - Higher Per-Seat CostMore features per agent means higher build & maintenance. - Best Fit ForSolo producers or premium boutique agencies. ### Per-Agent Seat - Sub-Domain Landing PageLives at youragency.com/agent-name, extends your site. - Agency-Owned Phone NumbersOne per agent. Numbers, history & conversations stay with you. - 6 Core Client AutomationsUnderwriting, chargeback, reviews, appointments & more. - Power Dialer + Mobile AppNative iOS & Android with one-tap call from any lead. - Instant Lead ResponseSMS, email, voicemail fire in seconds, plus cold reactivation. - Lean By DesignLower per-seat build cost, so you can add producers without breaking the budget. - Best Fit ForAgencies actively scaling multiple producers. ### Every Agent On Your Team Gets Eight Built-In Tools. Each one is focused, configured by us during the 2-3 day buildout, and designed to help your producers actually sell from day one. #### Sub-Domain Landing Page Each agent gets a personal page that's a true extension of your agency site, inherits your brand, your SEO, your domain authority. Cuts setup time dramatically vs. a stand-alone site. #### Agency-Owned Phone Number Each agent gets their own dedicated number, but it belongs to the agency. If an agent leaves, the number, call history, and all conversations stay with you. You stay in control. #### Power Dialer One-click outbound calling from any lead card. Auto-logs every call with recording. Speed-dial mode for cold outreach campaigns. Works on desktop and the mobile app. #### Instant Lead Response Engine The second a lead drops in their pipeline, SMS, email, and voicemail fire in seconds, in the agent's voice. Books appointments before competitors even see the lead. #### Cold Lead Reactivation Pre-built SMS-first sequences that wake up aged leads, old book of business, no-shows, dropped quotes. Re-engaged leads drop right back in the agent's pipeline. #### Mobile App (iOS + Android) Pipeline, calls, calendar, inbox, all in their pocket. Push notifications the second a new lead lands. One-tap call, one-tap text from anywhere. #### Round-Robin Lead Assignment Leads auto-assigned by your rules, round-robin, territory, or skill-based. No more "first to grab" chaos. Every lead gets worked. #### Live Weekly Training Weekly Zoom for every agent, platform deep-dives, best practices, open Q&A. Recordings archived so new hires catch up fast. ### Six Core Client Automations Built In For Every Agent. Every agent seat ships with these six client-facing automations already configured. Triggered by your pipeline stages and calendar, branded in their voice, and running 24/7 without any setup on your end. #### Underwriting & Docs Workflow #### Client Authorization & Consent Agreement #### Chargeback Recovery Workflow #### Review Request Automation #### 15-Minute Call Appointment Flow #### No-Show Follow-Up Automation …plus additional automations available on request as your agency grows. ## Six Business Problems Solved On Day One. These are the operational wins every agency owner cares about, revenue you protect, leads you actually capture, old data you wake back up, and a search-ranked brand that compounds over time. Every one of these is configured by our team during your 90-day buildout. #### Stop Chargebacks. Recover The Ones That Slip Through. Every closed policy automatically sends a Consumer Consent Agreement to the client for signature, your legal paper trail when a chargeback hits. If one happens anyway, the Chargeback Recovery Workflow instantly fires a targeted SMS & email sequence to reopen communication and reverse the dispute. #### Connect Every Fresh Lead The Moment It Lands. The second a lead drops into a pipeline, the system fires SMS, email, and voicemail in seconds, branded in the assigned agent's voice. While your competitors are still checking their notifications, your producer already has the booked appointment. #### Cold Outreach Campaign, Custom-Built For You. We design and run a cold outreach campaign on your aged data, polished branded HTML emails paired with ringless voicemails dropped straight to their phone. Old leads, no-shows, and dropped quotes wake back up and start booking appointments, without you lifting a finger. #### SEO-Optimized Site That Drives Free Leads. Your agency website ships with schema markup, keyword research, on-page optimization, and local targeting baked in from day one. Over time, Google starts ranking you for "insurance agent near me" and your niche, sending organic traffic straight to your funnels with zero ad spend. #### Google Business Profile + Review Engine. We connect your Google Business Profile directly into the platform. Every closed client automatically gets a review request that routes happy clients to public Google reviews and unhappy clients to private feedback only, protecting your public reputation. Your GBP fills with 5-star reviews on autopilot. #### AI-Written, SEO-Optimized Review Responses. Every review you receive, good or bad, gets an AI-generated response that's SEO-optimized with your keywords, products, and location terms. This signals "active and engaged business" to Google, which lifts your local search rank and Google Maps placement over time. Add an agent and our team spends 2-3 days building their world for them, custom landing page, branded calendar, email signature, SMS & voicemail templates, dialer setup, round-robin wiring, and a live 1-on-1 training. They show up. We do the rest. By day one of selling, everything just works. ## What Most 5-Agent Agencies Spend vs. What This Costs. Below is the typical monthly stack for an agency with one owner and five producers, before they've even hired a marketing team. Then the same agency on Launch. ### Typical Agency Stack ### Launch Agency Plan That's over $20,000 a year back in your agency's pocket, on a stack that's actually integrated, automated, and managed for you. The math gets better the more agents you add. ## Charge Your Agents More. Pocket The Difference. Launch charges individual insurance agents $497/mo for our full Done-For-You plan. As an agency, you get the wholesale rate: $997/mo base + $97 per agent seat (and seats drop as low as $48 each with volume). Then you resell that seat to YOUR agents at whatever price makes sense for your business, $147, $197, or $297/mo. The platform pays for itself within your first 5-20 agents. Everything after that is pure profit. ### Move The Slider. Watch Your Profit Grow. #### Three Realistic Scenarios ## The More Agents You Add, The Less Each Seat Costs. Hit 10 agents and every seat drops 20%. Hit 25 and it's 40% off every seat. Hit 50 and you lock in 50% off, forever. No contracts on individual seats. No "enterprise" upcharge. Just real volume pricing. ### Per-seat cost goes down as you scale Starts at $97/seat. Discounts kick in at 10, 25, and 50 agents, applied to every seat in your agency, including the ones you already have. ## ~40 Hours of Expert Dev Time Built Into Your First 90 Days. This isn't a "we'll see what we can do" arrangement. With the Agency Plan, our senior developers invest roughly 40 hours of build time across your first 90 days, 20 hours in month one as we set you up, 15 hours in month two for optimization and growth foundations, and 5 hours in month three, then steady at 5 hours every month after that as we build, maintain, train, and grow with you. You're not getting "support tickets" or a queue. You're getting actual engineering time, scoped specifically to grow your agency. Here's how those hours land across your first three months, and what to expect after that. Need proof of what that looks like? This page is it. The polish, the animations, the dashboards, the calculators, the flip cards, the SEO, everything you're scrolling through right now was built by the same team that's going to give your entire agency a complete makeover. Every website, every email, every graphic, every funnel, every automation we produce is held to this exact standard. When we say top quality, we mean top quality, and you're looking at it. #### Onboarding & Setup - Custom Agency WebsiteDesigned, built & live on your domain. - Owner DashboardConfigured with your KPIs and reporting. - 40+ Insurance AutomationsInstalled and brand-tuned for your agency. - Book of BusinessImported, deduped, and segmented into your CRM. - Round-Robin & Lead RoutingRules wired up to your agent structure. - A2P, Domain & Phone NumbersCarrier-approved, registered, and live. #### Optimization & Growth Foundations - SEO OptimizationSchema markup, keyword research, and on-page tuning across your new agency site. - Custom AutomationsBuilt specifically for your agency, your products, and your voice. - Workflow RefinementsTightened based on what's actually converting in your pipeline. - Per-Agent TuningLead-source attribution and producer-level performance dialed in. - AI Agent Fine-TuningTuned on real conversations from your actual leads. #### Build, Maintain, Train & Grow - New Funnels & Landing PagesBuilt on demand as you launch new campaigns. - Custom API IntegrationsWired up with carriers, dialers, quoting tools, and more. - New Agent Onboarding2-3 days of done-for-you setup per seat as you scale. - Weekly Live TrainingZoom training for you and your agents, every week, forever. - Recruiting Funnel OptimizationTuned and rebuilt as your team grows. - Anything Else You NeedIf your agency needs it built, we build it. #### Plus: One 60-90 Minute Strategy Zoom Every Month You and your team meet with our build team for at least one Zoom every month to plan, customize, and grow. This isn't a perk, it's a requirement. The Agency Plan only delivers if we're talking regularly. Bring your wins, your bottlenecks, and what you want built next. ## The Easiest Pitch You've Ever Made To A Brand-New Agent. "Join my agency. For $97 a month, you get a website, a CRM, a dialer, instant lead automation, weekly training, and leads routed directly to you." That's the offer. That's what gets them to sign. ### Recruiting Without Launch - "Go buy your own CRM, dialer & website" - "Figure out automation on your own" - "Wait for the next lead in the group chat" - No training, no playbook - Agents leave quietly when they can't sell ### Recruiting On The Launch Agency Plan - $97 covers 2-3 days of done-for-you setup per agent - Personal website, CRM, dialer & automation - Leads routed automatically to their pipeline - Weekly live training so they ramp fast - Agents stay because they're actually closing ## Your Agency. Your Brand. Our AI Automation Engine. Turn Launch into your own branded insurance growth platform. Launch does not have to look like Launch. For agencies, IMOs, FMOs and teams that want to offer technology under their own brand, we white-label the entire stack so your agents log into a platform that looks and feels like yours, right down to a branded mobile app for their CRM, conversations, calendars, leads, follow-up and automation. ## Build The Platform Agents Actually Stay For. Anyone can offer a contract. Not everyone can offer a complete business-in-a-box platform that helps agents generate, manage, nurture and close more opportunities from one branded system. You are not just giving agents software, you are giving them infrastructure. ## One Plan Replaces Your Whole Agency Stack Stop stitching tools together for every agent. The Agency Plan consolidates the website, CRM, AI, dialer, marketing, training, and dev shop into one bill. Stitching this together costs an agency $2,000 to $5,000+/month in software, training, and contracted dev work, before you even pay an agency to build it. You get all of it, built and run for you, for $997/mo plus $97/agent (as low as $48/agent with volume). ## One Base Plan. Per-Agent Seats. You pay the base monthly so we can build, maintain, and continuously improve the agency platform. Each agent you add gets the seat that lets them actually sell. ### Launch Agency Plan For insurance agency owners, IMOs and FMOs who want one platform, total visibility, and a dev team on retainer. - Every feature in the Done-For-You plan, agency-wide - Custom-built agency website, not a template - Agency owner dashboard, total visibility into every agent - Round-robin / territory / skill-based lead routing - Weekly live training for owners & agents - 5 hours/month of custom development - Priority support & dedicated build team - Carrier messaging & A2P registration billed at cost ## Ready to Run an Agency, Not a Tech Stack? Get the full platform, your custom agency website, and done-for-you setup for $997/mo. Agent seats are $97/mo each, but you won't be charged for seats today, we'll call you to scope them and lock in your volume discount. ### Automation & AI ### Design & Development ### Company --- Launch Automation (WOLF 23 LLC) · 9792 Grand Verde Way Unit 508, Boca Raton, FL 33428 · (561) 287-3456 · team@launchautomation.ai All-in-one CRM, AI, marketing and automation software for insurance agents, plus done-for-you websites for any business.