Allied Spot for insurance agencies
How an insurance agency runs on Allied Spot: quote requests worked from one list, texting consent kept on every contact, and premiums and commissions tracked.
The products
- Allied Spot CRM, required: $222 per account a month, unlimited users.
- Phone System, optional: +$111 per account a month, 2 phone seats and 3,000 credits included.
- Sophia AI, optional: +$33 per account a month, 750 credits included.
The four setups
- CRM: $222 a month
- CRM + Phone: $333 a month
- CRM + Sophia AI: $255 a month
- CRM + Phone + Sophia AI: $366 a month
Enterprise: $1,111 a month for unlimited CRM accounts. The Phone System and Sophia AI are added per account.
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