Meet your AI appointment setter
that fills your calendar while you sleep.
The Standard CRM instantly texts and qualifies your life-insurance leads, and calls the ones who opted in to AI voice. Automate the chase, and spend your day closing.
The difference is the brain
Most tools sold to life-insurance agents are CRM templates with a chatbot bolted on. Atlas is a real AI brain. It decides who to contact, checks every rule, makes the call in a natural voice, qualifies the lead, books the appointment, and logs every decision. Your workspace is where your data lives. Atlas is what does the work.
Plans the next move
Decides who to contact and how.
Checks every rule
Consent, quiet hours, A2P for texts, do-not-call holds.
Calls and texts
In a natural voice, in seconds.
Qualifies and books
Straight onto your calendar.
Logs every decision
Into a permanent record.
A snapshot gives you templates. Atlas gives you an employee that never sleeps.
Watch your leads convert.
Every lead starts in New. Your AI moves them to Working the moment it makes contact, to Qualified when the prospect is a fit, and to Booked when an appointment lands on your calendar. You watch progress; you do not chase it.
Your Pipeline
Auto-updating live
From form fill to booked appointment. Automatically.
Three steps. No manual follow-up. No leads falling through the cracks.
Lead fills your form
New lead from your website, a Facebook ad, or a vendor list. Atlas reaches out by text in under 60 seconds.
Atlas qualifies mid-call
Lead replies and Atlas calls. She handles objections, asks the right questions, and offers calendar slots on your behalf.
Calendar fills itself
The appointment lands on your real calendar with the lead's full context. You show up to close, not to chase.
Watch Atlas book an appointment.
Carol filled out a Facebook Final Expense ad. Atlas called within 60 seconds. Watch the conversation unfold in real time.
- Connecting...
First contact before your competitor sees the notification.
The moment a lead submits your form, Atlas sends a warm, personalized text. When they reply, she calls. Speed-to-lead is the single biggest factor in appointment rates.
Automate the busywork. Scale the human touch.
Inbound and outbound, both handled by the same AI sales assistant. At your tracked number, on your calendar, in your brand.
Inbound calls answered. 24/7.
Your tracked number rings at 11pm. Atlas picks up in a human-like voice. Qualified, calendar slot offered, appointment booked.
Outbound that actually books appointments.
New lead in your pipeline? Atlas texts back in moments, not hours, follows up if they go quiet, and calls the leads who have opted in to AI voice.
Your calendar fills itself.
Appointments land on your real calendar with the prospect's context attached. No double-bookings. No mystery slots.
CRM live in minutes.
Your CRM deploys the moment you sign up, and email works right away. Calling and texting wait on a phone number, which takes two one-time steps you complete in your CRM: activate the phone system, then pass identity verification in the Trust Center. SMS then waits on A2P 10DLC carrier registration.
The SDR work, without the SDR.
Outreach, follow-up, qualification, scheduling. No PTO, no off-brand emails, no headcount line item.
Compliance controls built in.
TCPA quiet hours, do-not-call holds, two-party recording consent, carrier registration. Built in, not on your to-do list.
Compliance built into the architecture.
Compliance you can inspect. Every outbound action passes a compliance check before it fires, and we can show you the mechanism.
Quiet Hours Gate
8am to 9pm in the lead's local timezone. Two-party-consent states flagged.
Do-Not-Call Holds
An imported lead with a confirmed do-not-call listing is held for your review before any contact. Your own STOP and unsubscribe requests always bind.
Consent Tracking
Every opt-in, STOP, and UNSUBSCRIBE is recorded per channel in a permanent record. TCPA revocation is instant. No manual monitoring needed.
A Record No One Can Change
Every decision is written to a permanent record before it happens: what the AI planned, which checks it passed, and why. If an outreach is ever disputed, you can show exactly what happened. No one, including us, can edit or delete the record afterward.
These controls assist your program. You remain responsible for legal compliance. See our Terms.
How we compare.
Competitor capabilities reflect publicly available information as of August 2026 and may change. Verify current rates and features with each vendor.
| Feature | The Standard CRM | Other insurance CRMs | Generic GHL CRMs |
|---|---|---|---|
| AI voice | Included | Separate paid add-on | Separate paid add-on |
| TCPA compliance architecture | Included | Blog posts + A2P help | Register your number |
| Permanent decision record | Included | Not available | Not available |
| Do-not-call hold for imported leads | Included | Varies by vendor | Not available |
| Whitelabel workspace, no separate CRM login | Included | Included | Included |
| Pricing | From $497 | Varies | Varies |
Plans and pricing
Pick the plan that fits your team. Every plan runs the full platform, and you can change plans later.
Save two months when you pay annually.
Starter
$497/ month
Starts with a 7-day free trial.
200
worked leads a month
- 720 call minutes a month
- 1,920 text messages a month
- 960 emails a month
Every plan includes
- AI voice, SMS, and email follow-up
- A fixed compliance check before every contact
- A permanent record of every decision
- Ready to use in about a minute
Growth
$997/ month
Starts with a 7-day free trial.
500
worked leads a month
- 1,800 call minutes a month
- 4,800 text messages a month
- 2,400 emails a month
Every plan includes
- AI voice, SMS, and email follow-up
- A fixed compliance check before every contact
- A permanent record of every decision
- Ready to use in about a minute
Scale
$1,997/ month
Starts with a 7-day free trial.
1,000
worked leads a month
- 3,600 call minutes a month
- 9,600 text messages a month
- 4,800 emails a month
Every plan includes
- AI voice, SMS, and email follow-up
- A fixed compliance check before every contact
- A permanent record of every decision
- Ready to use in about a minute
Frequently asked questions.
See plans and pricing.
Every plan runs the full platform and starts with a 7-day free trial.
See plans and pricing