for insurance producers
Take the guesswork out of
insurance sales.
Never miss a lead. Never forget a renewal. Build predictable, recurring commissions month after month with a system built specifically around how agents actually sell.
You're Not Short on Effort.
You're Short on Systems.
Most agents work all day and still can't point to what produced new policies. Integrity Line connects leads, conversations, and outcomes in one place so effort turns into measurable production.
Lead leakage
Inquiries dying in inboxes or missed entirely across multiple platforms.
Instant inbound response
Automated SMS and webchat replies trigger within seconds of lead capture.
Renewals, reviews, and birthdays handled
The retention work that grows a book runs automatically in the background.
The Integrity Line Solution
Five pain points that quietly cost agents' commissions, and the fix.
Leads fall through the cracks
Inquiries arrive from six different places, quote forms, referrals, social DMs, missed calls, and the ones you don't reach first are gone.
Every lead captured and routed automatically
Integrity Line centralizes every incoming opportunity into one pipeline with an assigned owner, a status, and a defined next step. Nothing sits unclaimed.
Follow-up depends on your memory
Sticky notes, mental reminders, and a full calendar. Policies don't get written because the third and fourth touch never happened.
Automation keeps the conversation moving
Built-in workflows fire timely texts, emails, reminders, and tasks on their own, so you stay consistent and professional without adding a single hour to your day.
Renewals and reviews get missed
Birthdays, annual reviews, and renewal windows are exactly where retention and referrals live, and exactly what gets forgotten.
The system remembers for you
Policy dates, review cycles, and client milestones trigger outreach automatically, turning your existing book into recurring revenue instead of a spreadsheet you never open.
No visibility into what's actually working
You're busy every day but can't say which source, campaign, or conversation is producing written business.
Real-time pipeline and production visibility
Clear views into leads, quotes, policies, renewals, and activity show what's converting and what needs attention, before the month is over.
Compliance and records are scattered
Consent, opt-outs, and conversation history live across personal phones, inboxes, and apps with no audit trail.
Compliance and trust on autopilot
Every call, text, and email is logged in one record with automated opt-out handling and communication controls you can actually stand behind.
Flexible Plans for Every Insurance agent
Choose the plan that fits your current needs and grow without limits.
All plans include secure data, support and features as your business grows. No hidden fees just tools to help you capture more leads, close more deals, and scale with confidence.
Standard
Everything you need to attract, convert, serve, and grow your customers.
1 ADMIN SEAT
250 EMAIL DAILY LIMIT
AI OPTIONS
Conversation AI · Reviews AI · Voice AI
CRM
Unlimited Contacts & Conversations · Unlimited Calendars · Opportunities · Custom Objects
AUTOMATION
Campaigns · Smartlists · Tags
COMMUNICATION
Email System · Phone System (Calls & SMS) · Snippets · Chat Widget
MARKETING
Email Marketing · Social Planner · Websites · Funnels · Forms · QR Codes · Surveys · Domains & URL Redirects
SALES & PAYMENTS
Documents & Contracts · E-Sign
CLIENT EXPERIENCE
Mobile App
BUSINESS MANAGEMENT
Dashboard · Brand Boards · Media Storage
ANALYTICS & REPORTING
Agent Report · Appointment Report · Call Report
HIPAA PLAN AVAILIBLE
Pro
Everything you need to grow your business, engage your audience, and turn more customers into loyal customers.
1 ADMIN SEAT + 2 USER
500 EMAIL DAILY LIMIT
EVERYTHING IN STANDARD
AUTOMATION
Triggers · Labs · Trigger Links · Private Integrations
MARKETING
Countdown Timers · Webinars
REPUTATION
Reviews & Requests · GBP Optimization
ANALYTICS & REPORTING
Attribution Report · FB Ads Report · Google Ads Report · Analytics
HIPAA PLAN AVAILIBLE
Premium
Everything you need to scale your business, automate your growth, and build a business that works for you.
1 ADMIN SEAT + 4 USER
750 EMAIL DAILY LIMIT
EVERYTHING IN PRO
ADVANCED AI & AGENTS
Agent Studio · AI Studio
AUTOMATION
Workflows
SALES & PAYMENTS
Invoices · Payment Links · Payments Core
MARKETING
Blogs · Quizzes · Stores
REPUTATION
Local Marketing Audit · Review Widgets · Video Testimonials
CLIENT EXPERIENCE
Communities · Courses · Client Portal · Certificates · GoKollab
BUSINESS MANAGEMENT
Custom Reports
HIPAA PLAN AVAILIBLE
ADD ADDITIONAL USERS
Ready to stop losing commissions?
Every lead captured, every follow-up automated, every renewal remembered. Get set up and selling in days, not months.
Based in Litchfield, Arizona
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HOURS OF OPERATION
MONDAY
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FRIDAY
SATURDAY
SUNDAY
9 AM - 5 PM
9 AM - 5 PM
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9 AM - 5 PM
9 AM - 5 PM
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Built for Work on the Go
The Integrity Line mobile app keeps your CRM in your pocket so you can manage pipelines, respond to leads, and update client activity in real time.
No delays. No missed details. Just a system that moves as fast as you do.
Copyright 2026. Integrity Line . All Rights Reserved.