The #1 CRM for Life Insurance Sales

Built for agents. Powered by AI. Close more, faster.

7-day free trial

Everything you need to sell more policies

Power Dialer

Call leads from any number with automatic logging.

2-Way SMS Inbox

Text back and forth with leads in real time. Full conversation tracking included.

AI Follow-Up Bot

Automatically follow up with unresponsive leads and book appointments for you.

Google Calendar Sync

Appointments sync instantly with your real calendar, two-way.

Lead Import + Smart Folders

Upload from CSV or Google Sheets. Automatically categorize leads by type.

Built-In Affiliate Program

Earn recurring commissions by sharing your referral link, built directly into the CRM.

Prebuilt Drip Campaigns

Turn on proven text drips for every lead type plus client retention and referral collection.

No-Show & Missed Appointment Rescheduling

Automatically text no-shows and missed appointments to reschedule without you lifting a finger.

Local Presence Dialing

Use local area codes so more leads pick up your calls.

Simple, transparent pricing

CRM Cove

$199.99/mo

+ tax & call/SMS usage

  • ✔ Unlimited users per account
  • ✔ Includes dialer, texting, and lead management
  • ✔ 7-day free trial included

AI Upgrade (optional): +$50/month

Ready to get started?

Join hundreds of top agents using CRM Cove to dominate telesales.