Pricing coming soon. Join the waitlist for early access.
The complete insurance CRM. Every feature included. No tiers to navigate. No features locked behind upgrades.
No credit card required
Real-time coaching during live calls. The more hours you buy, the lower the rate. Add it when you are ready.
Requires Pro plan. Buy hours in flexible bundles.
Managing a team? Contact us for agency pricing with volume discounts, multi-seat management, and dedicated onboarding.
One plan. Every feature. No upgrades needed.
| Feature | Pro Plan $74.99/mo | Live Call Coaching $1.50-2.50/hr |
|---|---|---|
| CRM & Communication | ||
| Unlimited contacts | ✓ | — |
| Dedicated phone number (calling + SMS) | ✓ | — |
| Email and SMS marketing | ✓ | — |
| Drip sequences with conditional logic | ✓ | — |
| CRM pipeline with Kanban view | ✓ | — |
| Appointment scheduling and reminders | ✓ | — |
| Document library and SOA management | ✓ | — |
| Call logging with follow-up tracking | ✓ | — |
| AI & GEO Sales Consultant | ||
| GEO AI Sales Consultant | ✓ | — |
| DISC personality profiling | ✓ | — |
| AI note-taking after every call | ✓ | — |
| Lead scoring and smart filters | ✓ | — |
| AI send time optimization | ✓ | — |
| Live Call Coaching (Add-On) | ||
| Real-time on-screen coaching prompts | — | ✓ |
| Talk ratio monitoring (35-45% target) | — | ✓ |
| Objection detection with responses | — | ✓ |
| Compliance guardrails and SOA alignment | — | ✓ |
| Post-call scorecards and coaching | — | ✓ |
| Sentiment detection and buying signals | — | ✓ |
| Team benchmarking for agencies | — | ✓ |
| Compliance & Security | ||
| TCPA SMS compliance | ✓ | — |
| CMS compliance tracking | ✓ | — |
| Call recording | ✓ | — |
| Role-based team permissions | ✓ | — |
Everything you need to know about pricing and plans
We'll be launching soon with a free trial period. Join the waitlist to be notified when we open up access, and you'll get to try all features before committing to a plan.
Absolutely! You can upgrade or downgrade your plan at any time. When you upgrade, you'll immediately gain access to new features and be charged a prorated amount for the remainder of your billing cycle. Downgrades take effect at the start of your next billing cycle, so you keep access to premium features until then.
Yes! Unused AI credits roll over to the next month for as long as you maintain an active AI-enabled plan (Pro, Elite, or any Agency plan). If you cancel or downgrade to Core, you'll have 90 days to use your banked credits before they expire. This means you never lose the AI insights you've paid for.
We accept all major credit cards (Visa, Mastercard, American Express, Discover) and debit cards. For Agency plans, we also offer invoicing with net-30 terms. All payments are processed securely through Stripe, and we never store your payment information on our servers.
Yes, you can cancel your subscription at any time with no penalties or fees. When you cancel, you'll continue to have access to your paid plan features until the end of your current billing period. After that, your account will automatically switch to the free Core plan, and all your data will be preserved.
No, we do not offer refunds. Instead, we provide a 14-day free trial period so you can fully explore MessageActivity and ensure it's the right fit for your business before committing to a paid plan. We encourage all new users to take advantage of the trial period to test all features risk-free.
No, there are no setup fees, hidden charges, or surprise costs. The price you see is the price you pay. Your subscription includes everything listed in your plan, including unlimited contacts, messages, and storage. The only additional costs would be if you choose to purchase extra AI credits beyond your monthly allocation.
Agency plans are designed for teams and include multiple Elite-tier members at a discounted rate. Agency Starter includes 5 Elite members, Agency Growth includes 10 Elite members, and Agency Scale is custom pricing for 25+ agents. All Agency plans allow you to add Core members at a discount. Contact WeListen@MessageActivity.com for more details.
Yes! Individual plans (Core, Pro, Elite) are designed for single users. If you need multiple team members, our Agency plans are the best value. Agency Starter includes 5 Elite members, Agency Growth includes 10 Elite members, and you can add Core members to any Agency plan at a discount. For 25+ agents, contact WeListen@MessageActivity.com for custom Agency Scale pricing.
Our team is here to help you find the perfect plan for your business.
Interested in Agency plans? Email WeListen@MessageActivity.com