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Plans & Pricing

Choose the plan that's just right.

No surprises, just success.

Agent

$

99

Per Month

A starter plan for your CRM needs.

1 User
Initial Account Setup
Unlimited Lead Profiles
Lead Integrations
Lead Distribution
Email & Text Automation
Inbound & Outbound SMS
Branded Quotesheets
Electronic CMS Consent Form
Electronic Medicare Consent Form
Unmetered File Storage
Dedicated Tech Support
Custom Workflows

Agency

$

149

Per Month

The growth plan to take it to the next level.

Unlimited Users
Initial Agency & Agent Account Setup
Unlimited Lead Profiles
Lead Integrations
Lead Distribution
Email & Text Automation
Inbound & Outbound SMS
Branded Quotesheets
Electronic CMS Consent Form
Electronic Medicare Consent Form
Unmetered File Storage
Dedicated Tech Support
Custom Workflows
PLUS
Team Management
Additional Users ($49/user/mo)
Lead Flow Strategy & Setup
Carrier & Training Updates

Enhance Your CRM

Customize your experience with powerful add-on's.

Ready to Change the Way You Do Business?

TopBroker CRM is a web-based agency management system that provides the tools and resources to help with business growth, agency management, agent and client retention, and sales and marketing automation for agencies in the health and life insurance industries. 

Add-On

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Integrated business phone solution

Starting at $49 per month

  • Send and receive unlimited calls/texts

  • CMS-compliant storage for recordings

  • Free existing phone number migration

  • Including Spam Shield review service

Add-On

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Weekly caller ID spam review service

Starting at $29 per month

  • Cleaner and more reliable caller ID

  • Caller ID review with major carriers

  • Weekly caller ID maintenance

  • Resolution for spam labeling issues

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