AI-powered CRM for life insurance agents automating sales and back office
Orion AI is a specialized CRM platform designed exclusively for life insurance agencies. It automates the entire sales process using AI, including qualifying leads, booking appointments, and managing policy tracking and organizational hierarchy. The platform integrates voice, SMS, and email AI agents to handle inbound and outbound communications, enabling agents to increase efficiency and sales while ensuring compliance with industry regulations.
Watch demo videoAutomates voice, SMS, and email communications to qualify leads, handle objections, and book appointments.
Automates reconciliation of statements, commissions, persistency, policies, and team hierarchy without spreadsheets.
Runs three lines simultaneously, filters voicemails and dead numbers, and connects live calls to agents.
24/7 AI agent that answers inbound calls, books appointments, transfers live leads, and logs all interactions.
Built-in TCPA, TCR, and FTC compliance with automatic opt-outs and Do Not Call handling.
Live tracking of team production, persistency, rollup debt, and policy status across the agency hierarchy.
Automated drip campaigns and follow-ups via voice, SMS, and email to nurture leads and clients.
Handles telecom carrier compliance registration automatically for SMS functionality.
1,700 AI calls, 5,000 texts, 500 dials, 5,000 emails, 3 AI phone numbers + 2 manual numbers, A2P registration included
4,200 AI calls, 10,000 texts, unlimited dials, 10,000 emails, 5 AI phone numbers + 5 manual numbers, Power Dialer Pro included, A2P registration included
7,500 AI calls, 18,000 texts, unlimited dials, 20,000 emails, 5 AI phone numbers + 5 manual numbers, Power Dialer Pro included, priority support, A2P registration included
20+ seats, committed terms, dedicated support rep, per-seat AI calls, SMS, manual calls, emails, Power Dialer Pro, priority support, monthly or quarterly billing, A2P registration included
Every call attempt including voicemails left and inbound calls answered by your AI agent counts as a Voice AI call.
A standard SMS is 1 segment; MMS messages count as 4 segments each; long SMS messages split into multiple segments.
Campaigns pause until your next cycle unless you enable overage or upgrade plans; alerts are sent at 80% and 100% usage.
No, overage is off by default and must be enabled to continue campaigns past included limits.
It is a telecom carrier compliance fee for A2P 10DLC registration required to activate SMS functionality, credited toward your first month if you convert.
Traffic, engagement, sources and keywords are Similarweb-style estimates, refreshed monthly. Verified traffic comes from a connected Google Analytics / Search Console.
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