YOUR INSURANCE WORKFLOW IS ALREADY SET UP.
Built for Insurance Agents.
Priced for Growth.
Why pay for complicated software you have to customize? Kaisurance gives insurance agents the tools they need to manage leads, clients, policies, and their business—all in one place.
Find the right fit for your business
Scroll to compare| Your business essentials | KaisuranceSolo / TeamBuilt for insurance | Zoho CRMStandard | AgencyBloc AMS+Grow | CloseEssentials | Agent CRMBasic |
|---|---|---|---|---|---|
| Monthly price · USD | $49 / month Solo · 1 user Team $119 · 3 users Extra Team seats $29/mo | $20 / user Per month · 1 seat | From $109 / month Seats & total: quote required | $49 / user Per month · 1 seat | $97 / month Seats: not publicly confirmed Usage fees extra |
| Life insurance fields | Built in | Requires setup | Built in | Requires setup | Not publicly confirmed |
| Health / ACA fields | Built in | Requires setup | Built in | Requires setup | Not publicly confirmed |
| Medicare fields | Built in | Requires setup | Built in | Requires setup | Not publicly confirmed |
| Personal P&C fields | Built in | Requires setup | Not publicly confirmed | Requires setup | Not publicly confirmed |
| Commercial P&C fields | Built in | Requires setup | Not publicly confirmed | Requires setup | Not publicly confirmed |
| Multiple policies per client | Built in | Requires setup | Built in | Not publicly confirmed | Not publicly confirmed |
| Policy renewals & history | Built in Dates & status history | Not publicly confirmed | Built in Renewals & past coverage | Not publicly confirmed | Built in Reminders; term history unconfirmed |
| Commission tracking | Built in Payments & chargebacks | Not publicly confirmed | Add-on Commissions+ · quote required | Not publicly confirmed | Not publicly confirmed |
| State licenses & authority | Built in License records & authority notes | Not publicly confirmed | Built in Licenses; authority matching unconfirmed | Not publicly confirmed | Not publicly confirmed |
| License renewal reminders | Built in 30, 60 & 90 days | Not publicly confirmed | Built in Confirm package scope | Not publicly confirmed | Not publicly confirmed |
| License warnings at save | Preview only | Not publicly confirmed | Not publicly confirmed | Not publicly confirmed | Not publicly confirmed |
| Connected client email | Gmail & Microsoft 365 Templates & signature | Built in Gmail & Outlook | Built in Inbox & marketing | Built in Shared inbox | Built in Usage fees may apply |
| Calling & SMS | Not included | Calling included SMS: confirm add-on & fees | Texting included VoIP: Elevate plan | Built in Usage fees extra | Built in Carrier & usage fees extra |
| AI client assistance | Summaries & email drafts Usage limits apply | Higher plan AI agents: Professional | Not publicly confirmed | Built in 1,000 credits/user/mo | Built in CloseBot & AI Ad Manager |
A CLEARER WORKING DAY STARTS HERE
Your insurance workflow is already set up.
Start with a 14-day free trial. No credit card required.
Kaisurance and Agent CRM.
Two different approaches.
Kaisurance
A focused workspace for client records, linked policies, commissions and personal license reminders.
Agent CRM
A HighLevel-based workspace with insurance marketing bundles, communication tools and follow-up workflows.
Competitor pricing and features are based on publicly available information and may change.