The Operating System
for Insurance.
CRM • Phone System • AI Agents • Auto-Dialer • Lead Marketplace • Recruiting • Help Desk • Analytics — and more.
One platform that replaces your help desk — and 14 other tools.
No credit card required • Setup in 5 minutes • Cancel anytime
0+
Active Agents
$0M+
Deals Closed Monthly
0x
Faster Lead Response
0/7
AI Working For You
Built-in Phone System
AI Voice Agents
Smart Auto-Dialer
Live Lead Marketplace
Voice CRM Commands
Recruiting & Job Board
Help Desk & Tickets
Analytics Dashboard
Team Management
Commission Tracking
Pipeline Management
Automated Follow-ups
E&O Compliance
Client Portal
Marketing Tools
One Platform. Zero Compromise.
From first contact to issued policy — every tool you need in one place.
SalesPulse Marketplace
Live inbound calls from real buyers + verified data leads with fraud detection, DNC scrubbing, and a 100% return policy.
Built-In Softphone & Dialer
Call from your browser with dedicated numbers, recording, AI transcription, and branded caller ID.
AI Voice Agents
24/7 AI agents call leads, qualify them, handle objections, and live-transfer hot prospects.
AI Follow-Up Sequences
Multi-channel automated follow-up via SMS and AI voice on intelligent schedules.
AnnuityPro Suite
Compare carriers side-by-side, build RetireScore™ proposals, project income, and present branded reports.
PulseChat — Team Comms
Built-in team messaging with channels, DMs, file sharing, and real-time updates — no extra apps.
Commission & Override Tracking
Auto-calculated commissions by carrier and agent level with agency override reports.
Full Agency Management
Manage reps, commissions, leads, production, and override earnings in one place.
Recruiting Pipeline
End-to-end recruiting CRM with job board, application tracking, and onboarding programs.
Lead Distribution Engine
Import, skip-trace, and auto-distribute leads with round-robin or priority routing.
Inbound Call Routing
Smart IVR routing, agent availability detection, and real-time call distribution to the right rep.
Smart Scheduling
Custom booking pages, calendar sync, and AI-powered reminders to reduce no-shows.
SMS & Email Automation
Drip campaigns, nurture sequences, and outreach at scale with a visual workflow builder.
Quoting & E-Apps
Instant multi-carrier quotes, e-applications, and underwriting status tracking.
Advanced Analytics
Real-time dashboards for production, call metrics, pipeline health, and forecasting.
SalesPulse University
Video courses, carrier guides, sales scripts, quizzes, and team curriculums.
Underwriting Intelligence
Carrier knockout rules, health condition matching, and product comparison tools.
Referral Program
Earn $10/month for every user you refer. Refer 8 people and your SalesPulse account pays for itself.
Live Calls. Verified Leads.
One Marketplace.
The only insurance marketplace that delivers both live inbound phone calls from real buyers and verified data leads with fraud detection, DNC scrubbing, and a 100% return policy — all in one place.
Live Inbound Calls
Real buyers call you — AI-screened
Incoming Call
Final Expense • Florida • Age 62
Martha S. • FL • 4:32
Closed $15k policy
Robert J. • TX • 3:18
Appointment set
Linda P. • GA • 5:11
Closed $20k policy
$35
Per Call
30s
Min Duration
1 in 4
Close Rate
Verified Data Leads
Buy exclusive or shared leads
Final Expense — Exclusive
$12/leadMedicare Supplement — Shared
$6/leadACA — Real-Time
$15/lead10+
Categories
50
States
24h
Return Window
Real-Time Call Routing
AI finds the best agent by state, vertical, and availability — connects them in under 1 second.
AI Pre-Qualification
AI voice agents screen calls, verify intent, and live-transfer only qualified prospects to you.
5-Layer Lead Validation
Phone check, carrier lookup, DNC scrub, duplicate detection, and fraud pattern analysis on every lead.
100% Return Policy
Bad phone? Wrong state? Submit a return within 24 hours and get credited automatically.
Filter by Vertical & State
Final expense, Medicare, ACA, annuity, life — filter by state, age range, and lead type.
Instant CRM Delivery
Leads and call records flow directly into your SalesPulse CRM with AI follow-up sequences.
Transparent Pricing
See real contact rates, vendor ratings, and cost per lead before you buy. No hidden fees.
Prepaid = Zero Surprises
Load your account, set your caps, choose your states. When funds run out, everything pauses.
Your Complete Phone System. No Hardware Needed.
Make and receive calls directly from your browser. Get dedicated business numbers, call recording, AI transcription, and powerful analytics—all built into your CRM.
Click-to-Call
Call any contact instantly from their profile. No dialing needed.
AI Call Transcription
Every call automatically transcribed with AI summaries and action items.
Dedicated Business Numbers
Get local or toll-free numbers. Keep personal and business separate.
John Davis
+1 (555) 123-4567
AI Listening...
“Yes, I'm interested in the final expense policy we discussed. Can you send me the quote?”
LeadFlow AI
Voice Agent Active
Sarah M. - Qualified Lead
Appointment booked for 2:30 PM
Mike R. - Interested
Callback scheduled tomorrow
James T. - In Progress
Currently on call...
47
Calls Today
12
Appointments
89%
Connect Rate
AI That Calls, Qualifies & Books Appointments.
Our AI voice agents work 24/7, calling your leads, qualifying them with natural conversations, and booking appointments directly on your calendar.
Natural Conversations
AI sounds human, handles objections, and qualifies with precision.
Live Call Transfer
Hot leads transferred to you instantly while they're engaged.
Auto Appointment Booking
AI checks your calendar and books meetings automatically.
AnnuityPro
Proposal Builder
Robert Johnson
Age 58 • Married • $420k Assets
Retire Score
82
Income Gap
$1.2k
Risk
Mod
Athene — Agility 10
FIA
6.5% cap
10% bonus
Allianz — Benefit Control
FIA
5.8% cap
8% bonus
North American — Charter Plus
MYGA
5.2% cap
Projected Monthly Income at Age 65
The Complete Annuity Platform
Built for Advisors
Compare carriers and products side-by-side, build retirement income proposals with our proprietary RetireScore™, project income streams, and present beautifully branded proposals — all powered by real carrier rate data.
RetireScore™ Analysis
Proprietary scoring that evaluates income gap, asset allocation, risk tolerance, and Social Security optimization in one clear number.
Side-by-Side Product Comparison
Compare FIA, MYGA, RILA, and SPIA products across carriers with real cap rates, participation rates, bonuses, and surrender schedules.
Branded Proposal Builder
Generate professional PDF proposals with income projections, transfer strategies, and tax analysis — email directly to clients.
Real Carrier Rate Data
Always up-to-date rates from top carriers like Athene, Allianz, North American, and more — verified and sourced from official rate sheets.
Scale Your Agency with Full Visibility
Manage reps, commissions, leads, and production. Plus earn $10/month per referral.
Team Management
Add reps with discounted licenses, track activity and performance.
Referral Program — $10/User/Month
Refer 8 people and your account pays for itself.
Agency Dashboard
Real-time analytics, leaderboards, and production reports.
Agency Dashboard
Team Performance
John Davis
12 policies this week
Sarah Miller
9 policies this week
Mike Rodriguez
7 policies this week
8
Active Reps
$9.8k
Weekly Revenue
$80
Referral Earnings
Trusted by leading insurance agencies
Agents Are Closing More Deals
See what our users say
"SalesPulse completely transformed my business. The AI auto-dialer books 5-10 appointments daily while I focus on closing. My income tripled in 6 months."
Marcus Johnson
Final Expense Agent, Texas
"The built-in phone system is a game changer. I call clients from anywhere, and the Marketplace delivers live buyers to my phone. I closed 3 deals my first week."
Sarah Williams
Medicare Specialist, Florida
"I've tried every CRM out there. SalesPulse is the only one that actually understands insurance. The commission tracking alone saves me 10 hours a week."
David Chen
Agency Owner, California
Ready to 10x Your Sales?
Join 500+ insurance professionals using AI voice agents, live inbound calls, and automated follow-ups to close more deals.