One Simple Subscription,

Everything You Need

Agent AI offers powerful tools built specifically for insurance agents. Automate tasks, manage leads, and stay organized—all without extra tools.

$99/month

What’s Included:

• Dashboard: Get a full overview of your leads, tasks, and progress.

• Automated Campaigns: Set up nurture workflows and customizable funnels.

• 2-Way Text & Email Conversations: Stay connected with your clients through integrated messaging.

• Compliant Power Dialer: Automate calls and texts, and manage leads faster.

• Task Assignment & Pipeline Tracker: Assign tasks and manage your sales funnel effortlessly.

• Branded Website Builder: Build personal or recruiting websites to boost your online presence.

• Calendar Integrations: Manage appointments, reminders, and notifications directly from your CRM.

• Social Media Integration: Schedule Facebook and Instagram posts to stay connected with your audience.

Pricing Details:

• A2P registration and campaign fees are not included. Additional charges may apply.

• Agent-AI offers $10 worth of monthly call and messaging credits for your monthly subscription.

• Additional costs outside of the stipulated $10 dollars must covered by you.

• This includes costs for SMS/emails or calls made once the $10 credit has been completely used.

• Please contact us if you have any questions about pricing.

• Agent-Ai has a subscription refund policy of 30 days.

Agent AI currently provides 1 plan under our Standard Package

The standard package:

$99.00 /monthly on a month to month basis.

Which does not have any contracts and you can cancel at any time.

Pricing Breakdown

About the Free Trial

Agent AI offers a

pay as you go model

We provide all new accounts with a 14 day Free Trial .

Upon activation of a 14-day free trial, there will be a proof of funds and verification pending charge. This will put a pending charge on your card on file to verify funds but it is never actually charged, the pending change is released instantly. This happens for security measures.

• You will not be charged the chosen service fee until 14 days surpasses.

• You will automatically be charged the service fee selected after 14-days unless you cancel the account before-hand.

• You agree that you are responsible for self managing your subscription payments & card updates by logging into your Agent AI account going settings, billings and adjusting, recharging or canceling your subscription.

• Users agree they are responsible for fully monitoring their active usage, billing and charges. Agent AI is not responsible for over-spending by the user and these charges are non-refundable.

SMS, CALLS, and Emails Fees for the following may occur if activated:

Activating your custom phone number.

Activating your custom phone number.

We include $10 worth of credits that will renew onto your account every 30 days.

• These credits do not roll over into your next month if they are not used.

• A charge of an estimated range of $10 worth of credits will occur upon exceeding the included credit limit. This estimated $10 will be for use of SMS credits and Phone number credits. Each phone number will use $1.49 of credits/monthly.

• Each 160 character text will use/cost an estimated 1 cent of your balance.

• An SMS/Text message is defined by each group of 160 character segments (including spaces) of text.

You can view your credit balance any time under 'Settings > Company Billing'. This charge is because of the text/call billing system set up as thresholds (so you do not get charged every penny of every text/call as individual charges) As you begin sending texts, you will slowly see your remaining credit balance decrease as you send text campaigns.

Thresholds for text/call billing can be customized inside of your "Settings > Company Billing" to your liking and work as so:


When a user preloads their account with X amount of dollars for text/call credits, when the included credits are surpassed it will begin to deduct credits until the price of using those credits hits a "threshold" that you set, you will then be re-charged based off of how much you set to be billed when your text/call credits dollar amount threshold is met.

Threshold Example:

Threshold set to recharge your card when text/call credits get below $10 of credits remaining. When you hit this threshold auto-recharge and purchase X amount of dollars of credits.When an account threshold balance is applied, the credit amount is non-refundable once applied to an account balance.

It is the users responsibility to pause any active campaigns to "draft" mode to stop any remaining campaigns from sending to prevent additional charges.

Charge balance can be delayed up to 24 hours, your shown balance may have additional charges still pending from texts/emails that were already sent and you will have additional charges if you have unpaid remaining balance after an account cancellation.


You may view the exact cost of your usage by tapping on your Settings > Company Billing 'See More' under your threshold billing.

Pricing will occur as follows:

PHONE NUMBER VALIDATION:

• $0.065 Cents / Contact Phone Number

• Making Calls : 0.021 / min

• Receiving Calls: 0.0128 /min

• Test Messages: 0.0119 / segment

• Emails 0.001 / email

$10.00 dollars will give you about

PHONE NUMBER VALIDATION:

• Making Calls: 475 calls

• Receiving Calls: 780 calls

• Text Messages: 840 segments

• Emails: 10,000 emails

Please note that these are estimates, fees will range by carrier,time and segment sizes.

In the US and Canada, SMS and MMS carrier fees are typically small surcharges applied by mobile carriers on certain types of message traffic. Carrier fees, where applicable, are charged per message segment for SMS, and per message for MMS. These fees pass through to our customers.email.


Some carriers charge fees on long code SMS (messages sent from a 10-digit US/Canada number). Other carriers only charge fees for SMS sent from a short code number.


All fees, charges, and transactions will be viewable & accessible through your account dashboard for full transparency and on a per use basis.

We recommend sending individual or small amounts of SMS/Phone usage to get a gauge at costs which can be viewed under your Settings > Billing > Credits > See more.


Current SMS cap is 5,000 SMS Segments per day.


Please contact us with any questions or concerns regarding our pricing.Agent AI support: support@agent-ai.net.

Any declined payment will restrict a user from accessing or using continued features of Agent- AI until all debt is resolved. If debt is not resolved within 7 days the account will be canceled and the user removed from Agent- AI along with all data, edits, conversations, phone numbers, and all other relative edits or custom setups will be deleted permanently.

Any and all remaining credit balance is non-refundable upon account cancellation.

Agent-Ai has a subscription refund policy of 30 days with the following guidelines:

Refunds are only available for the subscription amount charged within the last 30 days of requested cancellation.

Refunds can only be processed if the account was unused within the last 30 days of the requested cancellation and refund.

By signing up for Agent AI , you agree that these costs are estimates as additional per-use fees may include mobile carrier fees for SMS & Phone calls which are controlled by the receiving carriers.

You may view the exact cost of your usage anytime by tapping on your Settings > Company Billing 'See More' under your threshold billing.

In the US and Canada, SMS and MMS carrier fees are typically small surcharges applied by mobile carriers on certain types of message traffic. Carrier fees, where applicable, are charged per message segment for SMS, and per message for MMS. These fees pass through to our customers.

Some carriers charge fees on long code SMS (messages sent from a 10-digit US/Canada number). Other carriers only charge fees for SMS sent from a short code number.

All fees, charges, and transactions will be viewable & accessible through your account dashboard for full transparency and on a per use basis. We recommend sending individual or small amounts of SMS/Phone usage to get a gauge at costs which can be viewed under your Settings > Billing > Credits > See more.

Do you have questions?

Don’t worry down bellow you can check our FAQ’s