Ease of Use: Non-technical agents find the platform intuitive and easy to navigate.
Fast Quoting Engine: Delivers accurate life insurance quotes in about 7 seconds, which is much faster than industry norms.
Comprehensive Feature Set: Combines CRM, quoting, e-apps, marketing automation, and AI-driven EHR summarization in one platform.
Professional Website Templates: Users appreciate the modern, customizable, white-labeled websites.
Customer Support: Many reviewers highlight responsive and helpful support teams.
Pricing Concerns: The Pro+ tier is considered steep compared to generic CRMs, making it less attractive for smaller agencies.
Limited International Carrier Support: The platform is primarily U.S.-focused, which restricts usability for agents outside the U.S. market.
Integration Limitations: Some users wish for deeper integrations with niche e-app carriers and broader ecosystem compatibility.
