Insurance Agents Essentials
CRM & Automation Platform
Close More Policies, Save More Time
Integrate with other tools and apps
Insurance Agents Essentials
CRM & Automation Platform
Close More Policies, Save More Time
Integrate with other tools and apps
A Platform Built for Businesses,
That is ready to streamline their acquisition and retention activities.
When you sign up for EmpowrSoft CRM, you’re stepping into a platform designed to fuel your business growth.
Like any powerful tool, it takes a bit of learning and engagement to unlock its full potential but we’ve made sure you can hit the ground running with all the essential features right out of the gate.
Your account includes a guided onboarding session to help you get familiar with the platform and configure the standard setup for your business type no custom build required.
After your 14-day free trial, your subscription includes access to EmpowrSoft’s core features and free chat support. As your business grows, you can choose to unlock advanced capabilities as needed. Please note that standard carrier fees may apply for certain SMS and calling services.
With your subscription fee, you gain access to EmpowrSoft’s essential features. Additional services such as email marketing, text messaging, outbound calling, and AI-powered tools are available and billed based on actual usage.
This flexible model ensures you only pay for what you need, when you need it, while keeping your core system affordable and effective.
Disclaimer: EmpowrSoft provides tools and resources to support your business operations; however, you are solely responsible for how you use the platform. We do not guarantee specific outcomes or results and are not liable for any losses, errors, or omissions resulting from the use or implementation of the platform. It is your responsibility to ensure your usage complies with all applicable laws, regulations, and industry standards. Read our Legal Stuff more more details.
A Platform Built for Businesses, That is ready to streamline their acquisition and retention activities.
When you sign up for EmpowrSoft CRM, you’re stepping into a platform designed to fuel your business growth.
Like any powerful tool, it takes a bit of learning and engagement to unlock its full potential but we’ve made sure you can hit the ground running with all the essential features right out of the gate.
Your account includes a guided onboarding session to help you get familiar with the platform and configure the standard setup for your business type no custom build required.
After your 14-day free trial, your subscription includes access to EmpowrSoft’s core features and free chat support. As your business grows, you can choose to unlock advanced capabilities as needed. Please note that standard carrier fees may apply for certain SMS and calling services.
With your subscription fee, you gain access to EmpowrSoft’s essential features. Additional services such as email marketing, text messaging, outbound calling, and AI-powered tools are available and billed based on actual usage.
This flexible model ensures you only pay for what you need, when you need it, while keeping your core system affordable and effective.
Disclaimer: EmpowrSoft provides tools and resources to support your business operations; however, you are solely responsible for how you use the platform. We do not guarantee specific outcomes or results and are not liable for any losses, errors, or omissions resulting from the use or implementation of the platform. It is your responsibility to ensure your usage complies with all applicable laws, regulations, and industry standards. Read our Legal Stuff more more details.
Transparent Pricing, Scalable Plans
and Maximum ROI
Insurance AGENT CRM plan
$125/m
Optional: One- time set up fee of $275
No contracts - cancel anytime
Insurance VIP AGENT CRM plan
$150/m
Optional: One- time set up fee of $275
No contracts - cancel anytime
BROKERAGE
PLAN
ASK FOR QUOTE
For Unlimited User, 1 Account
No contracts - cancel anytime
Features
Contacts
Users
Features
Email Marketing
Live Chat
Text Messaging
Phone Calling & Tracking
Review Management
SMS + Email Templates
IG + FB Messages Uni-Inbox
Trigger links
Forms
Mobile App
Marketing Automation
Pipelines + Opportunities
QR Code Builder
Unlimited Funnel and Landing
Unlimited Website
Calendar
All Future Feature Updates
Payments and Invoicing
Surveys
Quotes & Estimates
All Reporting Options
Social Media Planner
Courses and Communities
Included Insurance Template
One-on-One Onboarding
Small Business Template
24/7 Chat Support
Insurance AGENT CRM plan
$125/mo
Unlimited
2 Users, 1 Account
Insurance Template
Insurance AGENT CRM plan
$150/mo
Unlimited
2 Users, 1 Account
Insurance Template and More
Brokerage
Plan
FOR QUOTE
Unlimited
Unlimited User, 1 Account
Insurance Template
Add-Ons
Voice Ai Inbound & OutBound
$499/m
No contracts - cancel anytime
AI Chat Assistant
$97/m
No contracts - cancel anytime
HIPAA Compliance
$497/m
No contracts - cancel anytime
Additional Sub-Account
$97/m
Request Add-On After Sign Up
Wordpress Hosting
$20/mo
Request Add-On After Sign Up
AI Employee
$197/mo
Request Add-On After Sign Up
Custom Build CRM or Set Up Fee
Full Custom BuIld
Request for Quote
This process starts with booking our
CRM System Framework Consultation
Service Offered by SavvyChic Design
System SET-UP or Migrations
Request for Quote
If you want us to get the system going for you by moving your contact, and adding your.
Service Offered by SavvyChic Design
Concierge Retainer
$4,500/mo
Tech and Design Team without the Full Time Employee Overhead.
Service Offered by SavvyChic Design
Pricing That Matches Your Ambition
Insurance CRM plan
$125/m
Optional: One- time set up fee of $275
Unlimited Contacts
2 Users , 1 Account
All Features
Basic Insurance Template*
No contracts - cancel anytime
*Set Up fee Is non-refundable if availed
Insurance VIP CRM plan
$150/m
Optional: One- time set up fee of $275
Unlimited Contacts
2 Users , 1 Account
All Features
Basic Insurance Template and Small Business *
No contracts - cancel anytime
*Set Up fee Is non-refundable if availed
BROKERAGE PLAN
ASK FOR QUOTE
For Unlimited User, 1 Account
Unlimited Contacts
Unlimited Users, 1 Account
All Features
No contracts - cancel anytime
*Set Up fee Is non-refundable and is required
Add-Ons
Voice Ai Inbound & OutBound
$499/m
No contracts - cancel anytime
AI Chat Assistant
$97/m
No contracts - cancel anytime
HIPAA Compliance
$497/m
No contracts - cancel anytime
Additional Sub-Account
$97/m
Request Add-On After Sign Up
Wordpress Hosting
$20/mo
Request Add-On After Sign Up
AI Employee
$197/mo
Request Add-On After Sign Up
Custom Build CRM or Set Up Fee
Full Custom BuIld
Request for Quote
This process starts with booking our
CRM System Framework Consultation
Service Offered by SavvyChic Design
System SET-UP or Migrations
Request for Quote
If you want us to get the system going for you by moving your contact, and adding your.
Service Offered by SavvyChic Design
Conciege Retainer
$4,500 / mo
Tech and Design Team without the Full Time Employee Overhead.
System + Implementation - On Demand
Full done for you service 1 on 1 support to build your funnels, site, emails & more!
Service Offered by SavvyChic Design
Concierge Retainer
$4,500/mo
System + Implementation - On Demand
Full done for you service 1 on 1 support to build your funnels, site, emails & more!
Service Offered by SavvyChic Design
All-in-One Business Platform
Features
Email Marketing
Live Chat
Text Messaging
Phone Calling & Tracking
Review Management
SMS + Email Templates
IG + FB Messages Uni-Inbox
Trigger links
Forms
Mobile App
Marketing Automation
Pipelines + Opportunities
QR Code Builder
Unlimited Funnel and Landing
Unlimited Website
Calendar
All Future Feature Updates
Payments and Invoicing
Surveys
Quotes & Estimates
All Reporting Options
Social Media Planner
Courses and Communities
Included Insurance Template
One-on-One Onboarding
Small Business Template
24/7 Chat Support
Expert Implementation
To Launch Your Success
You can hire our fulfillment team at SavvyChic Design to build, customize, and launch your EmpowrSoft system from CRM to automation to Voice AI. We handle the tech, so you can focus on running your business.
Expert Implementation
To Launch Your Success
You can hire our fulfillment team at SavvyChic Design to build, customize, and launch your EmpowrSoft system from CRM to automation to Voice AI. We handle the tech, so you can focus on running your business.
Get Clarity. Get Confidence. Get Started
What You Need To Know
What is EmpowrSoft
EmpowrSoft is an all-in-one CRM and automation platform designed to streamline your sales, marketing, and client communication. From lead capture to client retention, our tools help you simplify operations, engage customers, and grow your business all in one place.
Are there any hidden fees? or Additional Cost?
Your subscription covers access to the core features of the platform. If you choose to upgrade or activate additional tools such as AI Voice, email/SMS campaigns, or other advanced features those will be billed separately based on actual usage. Everything is transparent, and you’ll always know what you’re being charged for.
What is the Commitment
EmpowrSoft offers both monthly and annual subscription options. You can choose what works best for your business. No long-term contracts are required unless you opt into discounted annual pricing or custom build packages.
What if I have multiple Location
Great! EmpowrSoft supports multi-location businesses. You can manage all locations from one master dashboard, or we can set up individual sub-accounts per location for better tracking, automation, and team management. Additional Fee will apply once each location will have it's own account.
1 Account can have multiple users.
Additional Account is $97/mo and you can be added as an admin for those accounts.
Contact us: [email protected]
What if I want my team to have their own account ?
You can create separate user logins for each team member with customizable permissions. If your team needs more advanced setups (like independent pipelines or reports), we can set up team-based sub-accounts, additional fee of $97/account will be applied
This seems overwhelming! How Can I ask for help?
We’ve got you. Every subscription comes with built-in support including access to our helpdesk, training portal, and video tutorials. You can also schedule a live support session or work with one of our certified specialists for personalized onboarding and implementation via the 24/7 chat support.
If you need more of a hand-on support, book a consultation with SavvyChic Design our implementation team.
Cost of support may apply*
What If I want to cancel? And what happen to my data?
If you decide to cancel, you can export your data at any time before your subscription ends. We don’t hold your data hostage. Once the account is closed, your data will be securely deleted in accordance with our data retention policy, unless otherwise requested. Should you want us to migrate the data into another system a migration fee will apply based on the data.
Get Clarity. Get Confidence. Get Started
What You Need To Know
What is EmpowrSoft
EmpowrSoft is an all-in-one CRM and automation platform designed to streamline your sales, marketing, and client communication. From lead capture to client retention, our tools help you simplify operations, engage customers, and grow your business all in one place.
Are there any hidden fees? or Additional Cost?
Your subscription covers access to the core features of the platform. If you choose to upgrade or activate additional tools such as AI Voice, email/SMS campaigns, or other advanced features those will be billed separately based on actual usage. Everything is transparent, and you’ll always know what you’re being charged for.
Pricing List Here
What is the Commitment
EmpowrSoft offers both monthly and annual subscription options. You can choose what works best for your business. No long-term contracts are required unless you opt into discounted annual pricing or custom build packages.
What if I have multiple Location
Great! EmpowrSoft supports multi-location businesses. You can manage all locations from one master dashboard, or we can set up individual sub-accounts per location for better tracking, automation, and team management. Additional Fee will apply once each location will have it's own account.
1 Account can have multiple users.
Additional Account is $97/mo and you can be added as an admin for those accounts.
Contact us: [email protected]
What if I want my team to have their own account ?
You can create separate user logins for each team member with customizable permissions. If your team needs more advanced setups (like independent pipelines or reports), we can set up team-based sub-accounts, additional fee of $97/account will be applied
This seems overwhelming! How Can I ask for help?
We’ve got you. Every subscription comes with built-in support including access to our helpdesk, training portal, and video tutorials. You can also schedule a live support session or work with one of our certified specialists for personalized onboarding and implementation via the 24/7 chat support.
If you need more of a hand-on support, book a consultation with SavvyChic Design our implementation team.
Cost of support may apply*
What If I want to cancel? And what happen to my data?
If you decide to cancel, you can export your data at any time before your subscription ends. We don’t hold your data hostage. Once the account is closed, your data will be securely deleted in accordance with our data retention policy, unless otherwise requested. Should you want us to migrate the data into another system a migration fee will apply based on the data.
More Than A Software
We Are A Partner
For Growth
Book A Demo Today
More Than A Software
We Are A Partner
For Growth
Book A Demo Today
Features
Contact Management
Website and Funnels
Email Marketing
SMS Marketing
Social Media Planner
Invoices and Contracts
AI Voice and Chat
Industries
Chiropractors
Dental Clinics
Vision Centers
Home Services
Law Firms
Insurance Brokers
Services
Website and Brand Design
SEO | GEO
Workflow and Automation Set
Graphic Design
Copyright 2025. EmpowrSoft. All Rights Reserved.
EmpowrSoft is Trademarked and Registered Company
Features
Industries
Services
Resources
Copyright 2025. EmpowrSoft. All Rights Reserved. EmpowrSoft is Trademarked and Registered