agentengage

Your entire book of business. One platform. One view.

CRM, dialer, campaigns, compliance and commissions – everything your agency needs in a single platform. AI built in.

Commissions Reconciliation

Every Dollar Your Agency Earns, Accounted For.

Compare carrier statements against your book, identify mismatches and chargebacks, and keep agent payouts, splits, and overrides connected to production

OEP 2027

Sell More, Stay Compliant, Zero Stress.

Run targeted renewal and outreach campaigns with agentengage to dominate this enrollment season. Built for Insurance. Not adapted for it.

Four products. One platform. One login.

One platform, purpose-built for insurance. Choose the complete suite, or start with a single product and scale as your business grows.

agentengage

For independent agents, agencies & MGAs

Your whole book. One tab. CRM, dialer, AI campaigns, commission tracking, and compliance, all built into one platform.

routeengage

For independent agents, agencies & MGAs

Your whole book. One tab. CRM, dialer, AI campaigns, commission tracking, and compliance, all built into one platform.

marketingengage

For independent agents, agencies & MGAs

Your whole book. One tab. CRM, dialer, AI campaigns, commission tracking, and compliance, all built into one platform.

employerengage

For independent agents, agencies & MGAs

Your whole book. One tab. CRM, dialer, AI campaigns, commission tracking, and compliance, all built into one platform.

agentengage

One platform, from first dial to paid commission.

One platform, tuned to how you sell.

From a single agent to a full contact center, engagecloud.ai runs the same way: one set of records, one login, and the tools each role actually needs. CRM, calling, campaigns, commissions, and compliance – all in a single connected platform. Start with what you need today, add more as you grow.

Independent Agents

Run your whole book from one tab: dialer, campaigns, and commission tracking, with the CRM free.

FMOs & IMOs

Support your downline with tools, oversight, and clean commission splits and overrides.

Agencies & MGAs

Manage agents, routing, and reconciliation across the whole team, with compliance on by default.

Contact Centers & BPOs

Run high-volume floors with routing, screening, and reporting, ready to be white-labeled and resold.

ASK ECCO

Your AI copilot, right where you work.

ECCO AI is not an add-on. It runs natively across the platform: voice campaigns, SMS automation, compliance monitoring, and real-time insights, all powered by one AI engine.

AI Voice Campaigns

After-hours inbound handling, renewal outreach, and callback scheduling, automated.

Conversational SMS

Disposition-triggered follow-ups with adaptive response handling across every campaign.

Compliance Monitoring

Call transcription, QA scoring, and compliance flagging run on every recorded interaction.

Real-Time Insights

Agent performance, campaign ROI, and commission mismatches surfaced in one dashboard.

One platform. Unmatched depth.

Most tools do one thing well. engagecloud.ai brings them together on the same records, from day one.

Capability engagecloud.ai Five9 / Talkdesk RingCentral / Nextiva JustCall / Aircall
CRM Built-In ✔ Free, always ✖ Separate tool ✖ Separate tool ✖ Integration only
Unlimited Flat-Fee Calling ✔ From $50/user ⚠ Per-minute ✔ Available ⚠ Limited
Restricted Number Screening ✔ Built-in ✖ Not available ✖ Not available ✖ Not available
NIPR License Verification ✔ Automatic ✖ Not available ✖ Not available ✖ Not available
CMS/ACA Compliance AI ✔ Configurable ✖ Not available ✖ Not available ✖ Not available
AI Voice Campaigns ✔ Included ⚠ Add-on ✖ Not available ⚠ Basic only
Commission Reconciliation ✔ Automated ✖ Not available ✖ Not available ✖ Not available
Google & Facebook Lead Sync* ✔ Native ⚠ Via integration ⚠ Via integration ⚠ Via integration
Health Insurance Compliance ✔ Purpose-built ✖ Generic only ✖ Generic only ✖ Generic only

Third‑party providers’ information is subject to change. Refer to their websites for current details.

Your full CRM is always free.

Every plan includes your CRM at no cost. Scale calling, AI, and compliance as you grow, with no long-term commitment. Customization is available with custom pricing.

PAY GO
$0 /user
  • Full CRM, free forever
  • Calls & SMS – pay only for what you use
  • Start with a prepaid usage balance
  • Phone lines available
ESSENTIALS
$50 /user
  • Full CRM, free forever
  • Unlimited inbound & outbound calls
  • Unlimited SMS
  • Phone lines available
PROFESSIONAL
$89 /user
  • Everything in Essentials, plus AI
  • Unlimited Restricted Number Screening
  • AI-powered campaigns, email & compliance
  • Commissions management available
ELITE
$129 /user
  • Everything in Professional
  • Unlimited commissions management
  • Lowest rates on every platform feature
  • Phone lines available

Need something different? Customization is available with custom pricing. Or get the full platform at once. See the full comparison →

Agencies already run on engagecloud.ai.

“I really like the transcripts engagecloud.ai provides because it gives me visibility into what’s happening with the agents, assisting with time management, and gives a visceral insight into agent conversations with clients. It helps me identify patterns and allows me to closely monitor the campaigns the agency is participating in, with the ability to turn those campaigns on and off. It’s a great tool for managing clients and policies, ensuring compliance, and monitoring activities.”

TP
Torie Przybylski
Agency Manager Ehealthcare Options

“As an agency owner, I really love engagecloud.ai because it’s a one-stop shop for all the agency’s needs with its built-in predictive dialer, and marketing hub allowing SMS, and email campaigns to be easily deployed. Before everything was done piecemeal. Now, you can run the entire agency business operations on one cohesive platform. The agent dashboards display the available agents, how many calls were made, and total sales. It also helps with team management and productivity.”

RS
Raul Sahagun
Agency OwnerDirect Insurance Solutions

“Having calls, emails and SMS campaigns integrated in a single platform allows agency owners to raise the standards for their agency overall. It also enables agents to grow and customize messaging to their groups of customers in a dynamic environment, with its data-driven approach. The analytics engagecloud.ai provides allows agencies to know exact metrics in terms of sales by creating distinct reporting noting peak sales activity times, and allowing agency owners to set trends.”

JL
Jack Lincoln
DirectorThrive Health Benefits

Sound familiar?

We’ve heard it all.

Here’s what agency owners tell us in their first call with our team — and what engagecloud.ai does about it.

Agency Problems → engagecloud.ai Solutions
● LIVE
💸

“Our per-minute bill last month was $3,200. Agents are scared to dial.”

engagecloud.ai: Unlimited inbound & outbound — one flat fee. No per-minute charges. Plans from $50/user.

SOLVED ✓
😨

“We got a TCPA complaint last quarter. We had no idea the number was on the DNC list.”

engagecloud.ai: Every outbound call auto-scrubbed against Restricted Number Screening before it ever goes out.

SOLVED ✓
📋

“I have no idea if my agents are licensed in every state they’re writing policies.”

engagecloud.ai: Agent licenses verified through NIPR before routing calls, ensuring compliant handling.

SOLVED ✓
📊

“A major carrier underpaid us by $4,000 last month. We only found out by accident.”

engagecloud.ai: Auto-reconciles every carrier statement against your sales. Flags mismatches instantly.

SOLVED ✓
🎯

“We’re paying $8/click on Facebook ads but half our leads never get called back.”

engagecloud.ai: Leads sync directly to CRM and trigger automatic follow-up the moment they arrive.

SOLVED ✓

Your whole book of business, on one platform.

Start with the CRM free, add calling, campaigns, commissions, and AI as you grow, and run your whole agency in one place.

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