The CRM for life & health insurance agents

Scale your agency. Without the busywork.

Benehub is the all-in-one CRM built for insurance agents — automate lead nurture, book appointments with AI, and turn more conversations into closed policies. All from one dashboard.

Get started → See how it works
Starts at $97/month · Cancel anytime · No long-term contracts
app.benehub.com / dashboard
Benehub
JW

Dashboard

Last 30 Days
Opportunity Status All Pipelines ▾
New42
Contacted31
Booked23
App'd14
Won8
Opportunity Value All Pipelines ▾
W1
W2
W3
W4
W5
W6
Pipeline value $184,420
Conversion All Pipelines ▾
34%
Won revenue $48,200
Funnel Health pipeline ▾
Leads · 142
Engaged · 113
Booked · 78
App'd · 51
Won · 31
Stage Distribution Health pipeline ▾
New · 38%
Contacted · 26%
Booked · 22%
Closed Won · 14%
Everything in one place

All the tools you need to grow in one place

Built around how insurance agents actually sell — not bolted-on like the platforms you've outgrown.

Unified inbox

SMS, email, Facebook, and voicemails in one thread per contact. No more switching tabs to find a conversation.

Contact management

Every lead, household, and policy organized with full history, notes, and renewal triggers ready to fire.

Workflow automation

Speed-to-lead in seconds. Drip campaigns, task creation, and tag-based logic that runs while you sell.

Analytics & reporting

See pipeline value, source ROI, conversion rates, and agent performance — updated in real time, no spreadsheets.

AI appointment setter

A 24/7 AI that texts and qualifies new leads, then drops booked appointments straight onto your calendar.

Pre-built pipelines

Final expense, term life, ACA, mortgage protection, IUL — proven sales pipelines load on day one.

AI appointment booking

Your AI sets the appointments while you sell.

Every new lead gets a real text within 60 seconds. The AI qualifies, handles objections, and books the appointment to your calendar — even at 11pm on a Saturday.

  • Real conversations — not robotic auto-replies
  • Reminders, reschedules, and no-show recovery built in
  • Tested outreach sequences for every insurance vertical
See pricing →
AI · Benehub Hey David — saw you requested a quote on a $250k term policy. Quick question: are you looking to cover the mortgage, or for the family long-term?
Both honestly. We've got two kids and just refinanced.
AI · Benehub Got it. I'll have your agent put together a side-by-side. They're open today at 3pm or tomorrow at 10am — which works?
3 today is good 👍
Booked · 3:00 PM Locked in. You'll get a text reminder an hour before. Talk soon!
Today
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Smart retention & referrals

Turn closed policies into repeat referrals.

Closing the policy is the start, not the end. Benehub automatically nurtures clients post-sale — review requests, anniversary check-ins, and referral asks that fire when prospects are most likely to say yes.

  • Automated 5-star review requests at the right moment
  • Referral campaigns that convert without sounding salesy
  • Long-term nurture sequences that bring renewals back
Get the playbooks →
Reviews captured
★★★★★
Automated post-issue
Referrals booked
38
▲ Last 30 days
Client retention curve
Last 90 days
Anniversary check-in queued
12 clients · firing tomorrow morning
Done-for-you setup

You don't set it up alone.

We handle the parts that slow most agents down — so you're sending texts and booking appointments on day one.

Compliance handled

Phone number registration

We register your business and dedicated number through carrier compliance (10DLC) so your texts actually deliver — no spam labels, no rejected campaigns.

Self-paced + 1:1

Onboarding training course

A guided course walks you through every screen — pipelines, calendars, automations — at your pace. Plus a 1:1 onboarding call to get your specific setup right.

Always-on support

Tickets + weekly Zoom slots

Submit a ticket for anything that's not urgent. Need hands-on help? Multiple Zoom support slots open every week — book one and screen-share with our team.

Simple pricing

One flat rate. Cancel anytime.

Everything below is included in your monthly subscription. Usage costs (SMS, calls, email) are pay-as-you-go on top — same wholesale rates we pay.

Benehub CRM
$97 / month
No contracts. No setup fees. Cancel anytime.
  • Unlimited contacts & pipelines
  • Unified inbox — SMS, email, social, calls
  • AI appointment setter (24/7)
  • Workflow & automation builder
  • Calendars, forms, and reputation tools
  • Done-for-you phone number registration
  • Onboarding course + 1:1 onboarding call
  • Support tickets + weekly Zoom support
  • Access to the Lead/Ad Manager Program
Sign up — $97/month →

Pay-as-you-go usage

Same wholesale rates we pay. Buy usage credit in any amount, refill when needed.
SMS
$0.0095 per segment (160 chars). $10 ≈ 1,055 segments.
$0.0095
Outbound calls
$0.0168 per minute. ≈ $0.50 for a 30-minute call.
$0.0168/min
Inbound calls
$0.010 per minute. ≈ $0.30 for a 30-minute call.
$0.010/min
Email
$0.0025 per email. $10 ≈ 4,000 emails.
$0.0025

Usage above is averaged. Adding images or emojis to SMS will increase per-segment cost. We pass through the carrier rate — no markup.

⚡ Included with every account

Get access to our paid ad manager program.

Sign up →
Frequently asked

Questions, answered.

Why should I sign up? +
Benehub was built specifically for life and health insurance agents. From day one you get a fully loaded system — pre-built pipelines, automation, an AI appointment setter, and access to our paid-lead program — for less than the cost of a single missed appointment. There's nothing else to buy and nothing else to bolt on.
How much does it cost? +
$97/month flat. Cancel anytime, no contracts. The only additional charges are pay-as-you-go usage costs for SMS, calls, and emails (see the pricing section above). We pass these through at the carrier rate — no markup.
What's included in onboarding? +
Three things: (1) we register your phone number with the carriers (10DLC compliance) so your SMS actually delivers, (2) you get full access to our onboarding training course covering every screen of the CRM, and (3) we book you a 1:1 onboarding call to walk through your specific agency setup.
How do I receive customer support? +
Two channels. Submit a support ticket and a real human gets back to you, or book a slot in our weekly Zoom support channel — multiple slots open every week, share your screen, and we'll walk you through it.
What is the Ad Manager Program and how do I get access? +
The Benehub Ad Manager Program is our managed paid-advertising service for insurance agents. We build, run, and optimize Facebook and Google ad campaigns on your behalf, then feed the resulting leads directly into your Benehub CRM where the AI appointment setter takes over. Every Benehub subscriber gets access to apply for the program — there is no separate platform to sign up for.
Are the leads from the Ad Manager Program exclusive to me? +
Yes. Leads we generate for you through the Ad Manager Program are exclusive — they are not shared, resold, or distributed to other agents. Each lead lands in your CRM only.
Is there a free trial? +
No free trial. The price is $97/month and you can cancel any time — no contracts, no setup fees. If it isn't working for you, you cancel and you're done.
Can I cancel anytime? +
Yes. There are no contracts and no commitments. You can cancel from your account at any time and you'll never be charged again. Your data exports cleanly to CSV before you go.
Will my contacts and policies move with me? +
You own your data. Contacts, conversations, notes — all of it exports to CSV anytime. We never sell or share contact information with third parties.
Built for growth · Trusted by agencies

Run your agency on autopilot.

Benehub isn't another piece of software. It's the operating system for your agency — built around how insurance gets sold, not how engineers think it should.

Choose your plan →
Monthly or annual · Cancel anytime · No contracts