MSICRM is built for the Life and Health insurance industry by agents for agents and is offered as a SAAS subscription (Software as a Service).
Track Leads, Clients, Applications and Communications.
Pricing includes basic CRM modules of Leads, Clients, Applications, Reports (includes many canned reports and a report writer if you need custom reports) and other generally available tools including Click-to-Call, and SMS text messaging through Twilio.
Outbound email is integrated with SendGrid for individual and bulk email needs. Upon sign-up with MSICRM, we will ask you to setup a SendGrid account (a free account of SendGrid is available) to manage your email contacts and supply MSICRM with API credentials (we’ll show you how to do it).
Support is via email or web submission only at this time and is responded to within 24 hours (usually within one hour).
A Yearly Subscription is 20% off the monthly price (a savings of $71.98) and includes the option to extend the 2nd year automatically at the same rate.
The one-time setup fee is waived for annual subscriptions.
1 – 5 users: $287.90 per user per year
6-29 users: $253.34 per user per year
30+ users: $224.54 per user per year
No Account Setup Fees.
NOTE – Please disregard the recurring totals section of the checkout page as it is calculating the renewal subscription incorrectly. MSICRM will manually adjust the subscription price after you place your order to reflect the coupon through the renewal subscription.
OPTIONAL: API Integration is $100 flat rate per API instance. API allows for automatic insertion of lead data from lead vendors such as leadheroes.com or lifeleadsdirect.com.
NOTE – upon order submission, you will receive a link to fill out our onboarding questionnaire. Setup takes 48-72 hours.
You will receive a separate email regarding the setup of the subscription for future annual billings. This subscription is for one year and can be auto-renewed at the same price for an additional 12 months. If you do not want to auto-renew, just let us know and we can disable the feature.