Try the BEST software Suite for Insurance Agents

Save time, Boost productivity & Close more sales!

30-day free trial on all plans — no charge until day 31. Annual billing: pay for 10 months, get 12.

• Starter

  $79

  per month

  Everything one agent needs to work a book of business.

  • ✓Up to 25,000 clients
  • ✓1TB secure cloud storage extra storage $15/TB/mo
  • ✓1 local phone number
  • ✓100 phone minutes with recordings & transcripts extra minutes $0.06
  • ✓100 text messages (SMS/MMS) extra messages $0.07
  • ✓1,000 print pages extra pages $0.04
  • ✓Full CRM, client timeline & health quoter
  • ✓Phone system: call routing, recording, voicemail drops & scheduled greetings
  • ✓Two-way texting & automatic call transcription
  • ✓Letters & print mail, with Print-as-a-Service
  • ✓Insurance products, quotes & commission tracking
  • ✓Bulk updates, file storage, client import/export & support
  Start Free Trial
• Most Popular

  Professional

  $149

  per month

  Adds the serious selling machinery.

  • ✓Up to 250,000 clients
  • ✓1TB secure cloud storage extra storage $12/TB/mo
  • ✓1 local + 1 toll-free number extra numbers $5–$6/mo
  • ✓250 phone minutes with recordings & transcripts extra minutes $0.06
  • ✓250 text messages (SMS/MMS) extra messages $0.07
  • ✓5,000 print pages extra pages $0.03
  • ✓Everything in Starter, plus:
  • ✓Power Dialer with voicemail drop
  • ✓AI call summaries & post-call coaching
  • ✓Compliance review tools
  • ✓Email marketing: blast campaigns & drip workflows, plus client-context follow-up tools
  • ✓Full work email inbox, global search & calendar sync with your phone
  • ✓Carrier and application workflow helpers
  • ✓Customizable reports & expense tracking
  Start Free Trial

• Agency

  $199

  per user / month

  Built for teams and organizations.

  • ✓Unlimited clients
  • ✓1TB storage per user extra storage $10/TB/mo
  • ✓1 local + 1 toll-free number extra numbers $4–$5/mo
  • ✓500 phone minutes per user with recordings & transcripts extra minutes $0.05
  • ✓500 text messages per user extra messages $0.06
  • ✓10,000 print pages per user extra pages $0.02
  • ✓Everything in Professional, plus:
  • ✓Marketing app: website & form builder, custom domains
  • ✓Multi-agent power dialing & call listen/barge
  • ✓Agency hierarchy with multi-level commission splits
  • ✓Team chat, leaderboard & time clock
  • ✓Client portal & client-facing scheduling
  • ✓Lead scoring & flexible org billing
  Start Free Trial

• Enterprise

  $249

  per user / month · 5-user minimum

  A private Enterprise environment.

  • ✓Everything in Agency, plus:
  • ✓Private Enterprise environment
  • ✓Nothing shared: private resources & storage
  • ✓Unlimited clients
  • ✓1TB storage per user extra storage $10/TB/mo
  • ✓Agency-level usage included per user 500 minutes, 500 texts, 10,000 print pages — custom allowances available
  • ✓Priority onboarding and support
  • ✓Minimum $1,245/month (5 users)
  Talk to Us

Simple usage pricing: every plan comes with its own monthly bucket of phone minutes (recordings and transcripts included at no extra charge), text messages, and print pages. If a busy month runs past a bucket, you just pay the small per-minute, per-text, or per-page rate shown above — no surprise fees, no penalty tiers. Print-as-a-Service — we print, stuff, and mail your letters for you — is available on every plan, priced per piece.

Every plan, in detail

	Starter	Professional	Agency	Enterprise
Platform
Price	$79/mo	$149/mo	$199/user/mo	$249/user/mo
Clients	25,000	250,000	Unlimited	Unlimited
Storage	1 TB (+$15/TB)	1 TB (+$12/TB)	1 TB/user (+$10/TB)	1 TB/user (+$10/TB)
Tenant environment	Standard	Standard	Standard	Private
Minimum users	1	1	1	5
Your web address on .workganic.ai	✓	✓	✓	✓
Your own domain (youragency.com)	—	—	✓	✓
CRM & Quoting
Client records, timeline & health profile	✓	✓	✓	✓
Status pipeline & rich-text notes	✓	✓	✓	✓
Product engine & quote generation	✓	✓	✓	✓
Commission engine	✓	✓	✓	✓
Multi-level commission rates	—	—	✓	✓
Global search	—	✓	✓	✓
Lead scoring	—	—	✓	✓
Phone & AI
Softphone, deskphone & call routing	✓	✓	✓	✓
Call recording & AI transcription	✓	✓	✓	✓
Voicemail drops, scheduled greetings & call menus (IVR)	✓	✓	✓	✓
Power Dialer	—	✓	✓	✓
Multi-agent dialing sessions	—	—	✓	✓
AI summaries & post-call coaching	—	✓	✓	✓
Mid-call AI coaching	—	—	—	—
Call listen & barge	—	—	✓	✓
Caller-ID management tools	—	✓	✓	✓
Phone numbers included	1 local	1 local + 1 toll-free	1 local + 1 toll-free	1 local + 1 toll-free
Extra phone numbers	—	$5/mo local · $6/mo toll-free	$4/mo local · $5/mo toll-free	$4/mo local · $5/mo toll-free
Phone minutes with recordings & transcripts	100/mo, then $0.06/min	250/mo, then $0.06/min	500/user/mo, then $0.05/min	500/user/mo, then $0.05/min
Text messages (SMS/MMS)	100/mo, then $0.07	250/mo, then $0.07	500/user/mo, then $0.06	500/user/mo, then $0.06
Mail, Schedule & Team
Client-contextual email	✓	✓	✓	✓
Work email (full inbox)	—	✓	✓	✓
Email marketing: blast campaigns & drip workflows	—	✓	✓	✓
Lead Builder recovery touches	—	—	✓	✓
Calendar, tasks & events	✓	✓	✓	✓
Two-way sync with your phone & calendar apps	—	✓	✓	✓
Client-facing scheduling & team calendars	—	—	✓	✓
Team chat	—	—	✓	✓
Time clock & leaderboard	—	—	✓	✓
Marketing, Print & Reporting
Print templates, queues & Print-as-a-Service	✓	✓	✓	✓
Print pages included	1,000/mo, then $0.04	5,000/mo, then $0.03	10,000/user/mo, then $0.02	10,000/user/mo, then $0.02
Website & form builder	—	—	✓	✓
Client portal	—	—	✓	✓
Basic reports & production tracking	✓	✓	✓	✓
Customizable report builder	—	✓	✓	✓
Receipt classification and review helpers	—	✓	✓	✓

Life insurance isn’t a one-and-done sale – it’s about long-term trust. Workganic™ helps you deliver personalized service that keeps clients coming back and referring others.