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).
1 – 5 users: $29.99 per user per month
6-29 users: $26.39 per user per month
30+ users: $23.39 per user per month
*** A one-time non-refundable setup of $100 is charged per account (not per user). *** This fee is waived with annual subscriptions (as well as given a 20% off discount).
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.
A separate email will be sent to setup future subscription billings. The current monthly price will be in effect for you for 12 months. Upon renewal, the monthly price will modify to the current monthly rate automatically. You may choose to cancel the monthly subscription at any time.