For commercial insurance agencies
X-dates don’t wait. Neither should your producers.
Commercial P&C and benefits books are built on the phone: X-date lists, expiring policies, cross-sell calls. The producer who calls ninety days out — every time — writes the account.
Founding rate held for as long as you stay subscribed. Month-to-month, no contract.
The desk you actually run
X-date timing is everything
Call too late and the incumbent already renewed it. An X-date list is only an asset if the calls fire on schedule, ninety days out, every month.
Books rot quietly
Monoline accounts and never-cross-sold clients sit in the book for years. Nobody calls them because nothing surfaces them.
Producers hate logging calls
If activity tracking means typing notes at 5pm, it doesn’t happen — and the agency can’t see which producers actually prospect.
A dialing desk for the X-date machine
Load prospect lists with their X-dates, save Smart Lists like "renews in 90 days, never called," and run dial sessions that work them never-called-first. Calls log themselves — outcome, duration, recording if you turn it on — and follow-ups queue in the Inbox so the ninety-day call happens in month nine, not month eleven.
The whole product, in screenshots
Captures of the shipping app — not mockups. Everything shown is included in every seat: power dialer, voicemail drop, DNC lists and blocked callers, calling-hours guard, call recording, CSV import and export, per-rep budgets and live stats, pipeline and reporting. Click any shot to expand it, or see thefull feature tour.
One plan. Nothing gated.
$19 per seat per month at the founding rate — held for as long as you stay subscribed. Every feature in every seat, including the owner's. No per-feature upsells, no "call us" tier.
You connect your own Twilio account, and Twilio verifies you before anyone can dial — for most people that's a quick ID check (details, a photo of your ID, a selfie); registered businesses can file a full company profile instead. Their process, their clock: our own ID check cleared in minutes and our business review took 81 — data points, not promises.
Questions insurance agencies ask us
What is an insurance CRM with a dialer?+
It’s a CRM where the phone is built in, not bolted on: producer call lists, a power dialer that works them, and every call logged to the account automatically. Inboxsmith ships that in one $19 founding-rate seat.
Can we organize prospects by renewal date?+
Yes — statuses and Smart List filters are yours to define, so X-date cohorts ("Q4 renewals", "90 days out") can each be a saved, dialable list that keeps itself current.
Is call recording available for E&O documentation?+
Recording is included — flip one switch and calls attach to the account timeline with an inline player. You are responsible for recording-consent rules in your states; the toggle says so right where you turn it on.
How do you handle Do Not Call requests?+
Flag any lead Do Not Call, or upload an entire DNC list as plain phone numbers from any system. Listed numbers are skipped by the power dialer and refused on manual dials — with a warning that tells the rep why. No surcharge.
Can it keep reps inside polite calling hours?+
Yes — each lead’s timezone is detected automatically from their address or phone area code, and the calling-hours guard skips anyone outside the local-time window you set, with per-lead exemptions when a prospect asks for a specific time.
What does it cost?+
One plan: $19 per seat per month at the founding rate, held for as long as you stay subscribed. Power dialer, voicemail drop, DNC tools, pipeline and reporting — every feature in every seat, including the owner’s. Deposit refunded in full if Twilio doesn’t approve your business.
Whose phone numbers do we call from?+
Your own — numbers live in your own Twilio account, in your name, and stay yours if you ever leave. Twilio reviews your business before dialing starts; our own approval came back in 81 minutes, which we cite as a data point, not a promise.
Own the X-date. Write the account.
Founding access is 500 seats. Join the list and tell us what you run today — Justin reads every submission.
500 founding seats — $19/seat/mo, held for good