InsureLeads CRM Pricing Free or $29/user
Two plans, no surprises: a Free plan that stays free forever, and Pro at $29 per user per month — included free while you run an active InsureLeads lead campaign.
How InsureLeads CRM Pricing Works
InsureLeads CRM pricing has two tiers: Free forever for one user and one vertical with the core pipeline, or Pro at $29 per user per month for all 10 verticals, calendar sync, BYO-Twilio telephony, and an AI lead assistant. Pro is included free for any agency running an active InsureLeads lead campaign.
- Free plan — $0 forever, 1 user, 1 vertical, core CRM
- Pro — $29 / user / month, all 10 verticals + telephony + AI
- Pro included free with an active InsureLeads lead campaign
- No trial countdown, no credit card to start, no lock-in
Free vs Pro — What's Included
Every Pro feature, side by side with Free. The last row is the one no other insurance CRM offers: Pro drops to $0 while your lead campaign is live.
How “Free With an Active Campaign” Works
Most insurance agents pay for a CRM and pay a lead vendor separately. InsureLeads collapses that. When your organization has an active InsureLeads lead campaign, every seat gets CRM Pro for free — all 10 verticals, calendar sync, BYO-Twilio telephony, and the AI assistant — so the software you use to work the leads costs nothing on top of the campaign that produces them.
The leads you buy — for example exclusive final expense leads — land directly in the CRM pipeline, already typed to the right vertical. It is the same account either way: start on the free insurance CRM today, and Pro switches on automatically the moment a campaign goes live.
What You Get at Each Tier
Three ways to run Pro
- Run an active InsureLeads lead campaign — Buy any prepaid lead campaign (Starter, Growth, or Scale) and Pro unlocks automatically for your whole org — no separate CRM charge for as long as the campaign is live.
- Pay $29 per user, per month — Not running a campaign right now? Subscribe to Pro directly at $29/user/month and keep every Pro feature — all 10 verticals, calendar sync, telephony, and the AI assistant.
- Stay on Free — or downgrade back anytime — If you stop buying leads and do not need Pro features, drop back to the Free plan. There is no lock-in and no long-term contract — the same honesty we apply to our lead pricing.
Free — $0 forever
For a solo agent working one line of business.
- 1 user, 1 insurance vertical
- Lead inbox, pipeline & contacts
- Built-in lead marketplace
- CSV import with mapping & dedupe
Pro — $29 / user / month
For teams and agencies working multiple books — free with an active campaign.
- Everything in Free, for unlimited users
- All 10 verticals in one workspace
- Calendar sync (Google / Outlook / Calendly / Cal.com)
- BYO-Twilio telephony — softphone, SMS, call logging
- AI lead assistant & team/agency features
CRM Pricing vs Lead Pricing — Two Different Products
This page prices the software. If you are here to buy leads, that is a separate product with its own page: prepaid campaigns from $2,500 that deliver exclusive leads over a cycle. See lead campaign pricing, browse final expense leads for sale, or add a team to work them with our done-for-you services. Buy a campaign and CRM Pro comes free — but you never have to buy leads to use the CRM.
Insurance CRM Pricing FAQs
Yes. The Free plan is free forever for one user and one insurance vertical, and it includes the core CRM: lead inbox, pipeline, contacts, the built-in lead marketplace, and CSV import. There is no trial countdown and no credit card required to start.
Pro is included at no extra cost for any organization running an active InsureLeads lead campaign. The moment your campaign is live, every seat in your org gets Pro — all 10 verticals, calendar sync, BYO-Twilio telephony, and the AI lead assistant — without a separate CRM bill. If the campaign ends and you want to keep Pro, it reverts to $29 per user per month.
They are two separate products. CRM Pro is a per-seat software subscription ($29/user/month) for the app at app.getinsureleads.com. A lead campaign is a prepaid, managed lead-generation buy priced on its own page — pilots start at $2,500 and deliver exclusive leads over a 14–30 day cycle. Buying a lead campaign happens to include Pro for free, but the two are billed and scoped independently.
Each of the 10 verticals — final expense, Medicare, ACA/health, term life, whole life, IUL, mortgage protection, auto, home, and commercial trucking — ships with its own pipeline stages, dispositions, and typed fields. Free gives a solo agent one complete vertical workspace; Pro unlocks all 10 so multi-line agencies can work every book in one place.
Yes. Pro telephony is bring-your-own: you connect your own Twilio account, and InsureLeads adds the softphone, SMS, and call-logging layer on top, with a TCPA gate that runs consent, DNC, and quiet-hours checks before a dial or text. You control your telephony account and its usage costs directly.
Yes. Pro is month-to-month with no long-term contract — cancel or downgrade to the Free plan whenever you like and keep your data on the core CRM. There is no lock-in language and no cancellation penalty.