All-in-One CRM Solution to Grow Your Insurance Business

Streamline operations, manage clients seamlessly, and grow your business like never before.

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The First Smart CRM for Insurance Agents

Built by Agents. Powered By AI. Engineered for Success.

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Features

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Client & Prospect Tracking

Easily manage Medicare, Health, Life, Annuity, and Ancillary products in one place. Customize with drag-and-drop tools and track income, drug lists, and marketing ROI effortlessly.

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All in One Dashboards

Stay on top with a dashboard showing key tasks and metrics. Use drag-and-drop tools to create your perfect view.

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Custom Survey & Forms

Create forms and surveys in minutes—no tech skills needed. From NPS to custom FactFinders, gather insights, referrals, and automate follow-ups with ease.

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Pre-Built Templates

Boost success with all-in-one tools: automated enrollments, policy alerts, retention newsletters, surveys, and compliant referral campaigns—everything you need to grow.

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Back-office Support

Access top Medicare, ACA, Life, and Annuity carriers with real-time status, updates, and commissions—stay informed and in control.

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Compass AI Assistant

Let the AI Assistant do the heavy lifting—just give it a prompt, and it’ll create content, groups, dashboards, or even entire campaigns for you in no time.

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Health Data Sync From Enrollment Tools

Easily sync health data from enrollment tools (drugs, doctors/providers, pharmacies)

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Phone Integration with Call Recording

Phone integration and call recording helps keep all client conversations in one place, helping agents stay compliant, improve follow-ups, and never miss a detail.

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Send Texts

Send personalized text messages to build stronger relationships and improve customer retention.

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Solutions

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Marketing

  • Landing Pages and Funnels
  • Personalized Email Marketing
  • Marketing Automation
  • Marketing Campaign Tracking
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Sales

  • Commissions CoPilot
  • Contracting CoPilot
  • Recruiting CoPilot
  • Lead Routing & Automated Nurturing

Integrations

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Enrollment

SunFire, Connecture, Firelight,
RetireFlo Coming Soon

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Email

Outlook, Gmail

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Smart Connectors

Zapier, Workato, RingCentral, Twilio

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Compliance

HIPAA, Soc 2 Type II

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Programs

Testimonials

Uploading the contacts has been fairly easy to do. I do appreciate the email when everything is done uploading and it shows if there are any errors and which contacts did not upload and why, so we are able to address the issue and get them uploaded once corrected. Being able to email Meagan / the Compass Team when there is a question or a concern has been wonderful as well.

Macy S., GA

I still have a paper system so having all my clients in one place is really helpful - especially year over year I like having a timeline of notes in one system. Another big thing for me is having all of my clients' medications saved! We've already had a formulary change this year so being able to search by drugs is awesome!

Pam H., IN

The ongoing training provided has been nothing short of amazing.

Bella L., GA

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