Our Price
Our solution offers all the essential CRM features you need, with transparent pricing that grows with your agency & exclusive AI agents inside your own CRM database.
Explore Features
Empower Your Agency
with Smart CRM Solutions
Sales Pipeline Management
Track, manage, and optimize your sales processes with real-time data and clear visibility into how well leads convert into a sale, with analytics to identify which stages in the process need to improve.
Improved Conversions
Customer Engagement Tools
Automate follow-ups, segment contacts, and deliver personalized experiences that build lasting customer relationships—all in one platform.
Powerful Automations
Analytics & Reporting
Use Inscendo IQ AI to make more informed decisions with intuitive dashboards, performance metrics, and custom reports that help you identify growth opportunities.
Extraordinary UX
Our Mission
Literally Chat With Your CRM Data
We provide fully customizable experiences that align with your agency goals, team assignments, and client journey—we primarily are a best match for established agencies with a budget for premium technology.
Enhance your agency’s efficiency with tools that combine functionality and finesse. From AI-powered lead tracking to personalized communication, our CRM delivers precision without sacrificing style.
Custom Reporting Created in Seconds
Need to segment your customer lists? Find which of your customers have a home policy, but not an auto policy. The possibilities are endless!
Increase Your Revenue Quick
Learn how one of the largest Farmers agencies in the country with a team of 20 generates month-over-month premium using Inscendo's CRM with a proprietary Inscendo IQ AI technology.
Provide Your Team a Solution
Using Smart Lists, a robust opportunity pipeline paired with automations that help influence engagement with leads and help manage clients. CSR's & producers rejoice as they make more money. Retain & Grow!
Pricing Plans
Our Team Provides Training for Your Agency
The Inscendo CRM Suite
Scalable & Efficient
Users: Up to 7 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$499
Per Month
One-Time System Creation & Onboarding Fee of $999
The Annual Suite Savings
Scalable & Efficient
Users: Up to 7 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$4,999
Per Year - SAVE $998 a Year
BONUS OFFER: ONE-TIME BUILD FEE WAIVED
The Inscendo CRM Suite
Scalable & Efficient
Users: Up to 10 Included (Additional Users $50/m)
A Proven System of Automations Pre-Built For You
Phone, Email, Text, Calendar, & HIPAA Provided
Exclusive Inscendo IQ AI Agent with Own CRM Database
$499
Per Month
One-Time System Creation & Onboarding Fee of $999
Want to Speak with Our Team First?
Schedule Your Discovery Zoom Call
Our Client Liaison Will Help Lead the Way
Simply choose a date and time that works with your schedule. On this call we will cover your goals, your agency operations, and areas that can prepare your move into Inscendo IQ. Expect this call to last 30-minutes.
“Is your agency ready to rise above?" - Brett Bortz
Unlock the true potential of insurance with us—Your partner in growth and scalability.
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