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Four products. One platform. One login.
One platform, purpose-built for insurance. Choose the complete suite, or start with a single product and scale as your business grows.
agentengage
For independent agents, agencies & MGAs
Your whole book. One tab. CRM, dialer, AI campaigns, commission tracking, and compliance, all built into one platform.
- Click-to-call your entire book
- Commission reconciliation across every carrier
- AI renewal campaigns before AEP and OEP
- License verification and DNC built in
routeengage
For call floors, lead generators & distributors
Call tracking, routing, and compliance infrastructure for your call floor, enforced at every dial. Built for the post-TCPA era.
- Real-time call routing and buyer matching
- DNC, RND, and litigator scrub at dial time
- Revenue-per-call analytics and attribution
- Ping and post lead marketplace
marketingengage
For agencies running outbound campaigns
AI-powered voice, SMS, and email campaigns across your entire book. No separate marketing platform required.
- Predictive dialer with answering-machine detection
- AI voice and SMS automation
- Email marketing and lead sync
- Campaign analytics and attribution
employerengage
For TPAs and benefits brokers
Eligibility, enrollment, billing, and communications, purpose-built for TPAs and benefits brokers managing complex plans.
- Eligibility and enrollment management
- Billing, payment, and reconciliation
- Employee self-service portal
- Connectivity, HR integration, and reporting
agentengage
One platform, from first dial to paid commission.
One platform, tuned to how you sell.
From a single agent to a full contact center, engagecloud.ai runs the same way: one set of records, one login, and the tools each role actually needs. CRM, calling, campaigns, commissions, and compliance – all in a single connected platform. Start with what you need today, add more as you grow.
Independent Agents
Run your whole book from one tab: dialer, campaigns, and commission tracking, with the CRM free.
FMOs & IMOs
Support your downline with tools, oversight, and clean commission splits and overrides.
Agencies & MGAs
Manage agents, routing, and reconciliation across the whole team, with compliance on by default.
Contact Centers & BPOs
Run high-volume floors with routing, screening, and reporting, ready to be white-labeled and resold.
ASK ECCO
Your AI copilot, right where you work.
ECCO AI is not an add-on. It runs natively across the platform: voice campaigns, SMS automation, compliance monitoring, and real-time insights, all powered by one AI engine.
AI Voice Campaigns
After-hours inbound handling, renewal outreach, and callback scheduling, automated.
Conversational SMS
Disposition-triggered follow-ups with adaptive response handling across every campaign.
Compliance Monitoring
Call transcription, QA scoring, and compliance flagging run on every recorded interaction.
Real-Time Insights
Agent performance, campaign ROI, and commission mismatches surfaced in one dashboard.
One platform. Unmatched depth.
Most tools do one thing well. engagecloud.ai brings them together on the same records, from day one.
| Capability | engagecloud.ai | Five9 / Talkdesk | RingCentral / Nextiva | JustCall / Aircall |
|---|---|---|---|---|
| CRM Built-In | ✔ Free, always | ✖ Separate tool | ✖ Separate tool | ✖ Integration only |
| Unlimited Flat-Fee Calling | ✔ From $50/user | ⚠ Per-minute | ✔ Available | ⚠ Limited |
| Restricted Number Screening | ✔ Built-in | ✖ Not available | ✖ Not available | ✖ Not available |
| NIPR License Verification | ✔ Automatic | ✖ Not available | ✖ Not available | ✖ Not available |
| CMS/ACA Compliance AI | ✔ Configurable | ✖ Not available | ✖ Not available | ✖ Not available |
| AI Voice Campaigns | ✔ Included | ⚠ Add-on | ✖ Not available | ⚠ Basic only |
| Commission Reconciliation | ✔ Automated | ✖ Not available | ✖ Not available | ✖ Not available |
| Google & Facebook Lead Sync* | ✔ Native | ⚠ Via integration | ⚠ Via integration | ⚠ Via integration |
| Health Insurance Compliance | ✔ Purpose-built | ✖ Generic only | ✖ Generic only | ✖ Generic only |
Third‑party providers’ information is subject to change. Refer to their websites for current details.
Your full CRM is always free.
Every plan includes your CRM at no cost. Scale calling, AI, and compliance as you grow, with no long-term commitment. Customization is available with custom pricing.
- Full CRM, free forever
- Calls & SMS – pay only for what you use
- Start with a prepaid usage balance
- Phone lines available
- Full CRM, free forever
- Unlimited inbound & outbound calls
- Unlimited SMS
- Phone lines available
- Everything in Essentials, plus AI
- Unlimited Restricted Number Screening
- AI-powered campaigns, email & compliance
- Commissions management available
- Everything in Professional
- Unlimited commissions management
- Lowest rates on every platform feature
- Phone lines available
Need something different? Customization is available with custom pricing. Or get the full platform at once. See the full comparison →
Agencies already run on engagecloud.ai.
“I really like the transcripts engagecloud.ai provides because it gives me visibility into what’s happening with the agents, assisting with time management, and gives a visceral insight into agent conversations with clients. It helps me identify patterns and allows me to closely monitor the campaigns the agency is participating in, with the ability to turn those campaigns on and off. It’s a great tool for managing clients and policies, ensuring compliance, and monitoring activities.”
“As an agency owner, I really love engagecloud.ai because it’s a one-stop shop for all the agency’s needs with its built-in predictive dialer, and marketing hub allowing SMS, and email campaigns to be easily deployed. Before everything was done piecemeal. Now, you can run the entire agency business operations on one cohesive platform. The agent dashboards display the available agents, how many calls were made, and total sales. It also helps with team management and productivity.”
“Having calls, emails and SMS campaigns integrated in a single platform allows agency owners to raise the standards for their agency overall. It also enables agents to grow and customize messaging to their groups of customers in a dynamic environment, with its data-driven approach. The analytics engagecloud.ai provides allows agencies to know exact metrics in terms of sales by creating distinct reporting noting peak sales activity times, and allowing agency owners to set trends.”
Sound familiar?
We’ve heard it all.
Here’s what agency owners tell us in their first call with our team — and what engagecloud.ai does about it.
● LIVE
“Our per-minute bill last month was $3,200. Agents are scared to dial.”
engagecloud.ai: Unlimited inbound & outbound — one flat fee. No per-minute charges. Plans from $50/user.
“We got a TCPA complaint last quarter. We had no idea the number was on the DNC list.”
engagecloud.ai: Every outbound call auto-scrubbed against Restricted Number Screening before it ever goes out.
“I have no idea if my agents are licensed in every state they’re writing policies.”
engagecloud.ai: Agent licenses verified through NIPR before routing calls, ensuring compliant handling.
“A major carrier underpaid us by $4,000 last month. We only found out by accident.”
engagecloud.ai: Auto-reconciles every carrier statement against your sales. Flags mismatches instantly.
“We’re paying $8/click on Facebook ads but half our leads never get called back.”
engagecloud.ai: Leads sync directly to CRM and trigger automatic follow-up the moment they arrive.
Your whole book of business, on one platform.
Start with the CRM free, add calling, campaigns, commissions, and AI as you grow, and run your whole agency in one place.