Everything your agency needs, in one place.
Leads, calls, campaigns, policies, compliance, and commissions share one record and one login, so nothing lives in a spreadsheet or a separate tool.
CRM & Leads
Capture leads from every source, route them to the right agent, and track each one from first call to enrolled policy and renewal.
Commissions
Import carrier statements and let the system match them to your sales, flagging mismatches, chargebacks, and missed payouts early.
Campaigns & Conversations
Sync Facebook and Google leads, reach them by predictive dialer, SMS, email, AI voice, and AI text, with DNC and email validation.
ECCO AI
Your AI copilot, right where you work: voice campaigns, SMS automation, compliance monitoring, and real-time insights in one view.
Compliance & Recording
Each sales call is recorded, checked live against your scripts, and PII-redacted, with Restricted Number Screening before dialing.
Agents & Roles
Onboard agents quickly, set role-based access across teams and downlines, and give each person one workspace built for their role.
Built for Insurance, not adapted for it.
Great businesses are built on great conversations, smart workflows, and every dollar accounted for. AgentEngage powered by engagecloud.ai gives you the tools to make all three happen.
CRM
Telephony
Predictive
Text
Email
Restricted Number Screening
Commissions
Conversational
Conversational
Compliance
Call
AI Insights &Designed for the way insurance teams run.
Purpose-built for how insurance teams work, from independent agents to contact centers.
Independent Agents
Your whole book. One tab.
- Every client and policy in one record
- Click-to-call your whole book
- AI follow-up so no lead goes cold
Agencies & MGAs
Your agents. Your production.
- Every agent’s book in one view
- Commission splits automated
- Campaigns across your whole agency
FMOs & IMOs
Your downline. Your overrides.
- Every client and policy in one record
- Click-to-call your whole book
- AI follow-up so no lead goes cold
Contact Centers & BPOs
Every campaign. Zero gaps.
- Every client and policy in one record
- Click-to-call your whole book
- AI follow-up so no lead goes cold
The dashboard an owner opens every morning.
Calls, campaigns, commissions, and enrollments, the same live numbers for owners, admins, and agents.
Agency Performance
Calls handled — last 10 days
Pipeline funnel
Compliance runs under every call, by default.
Restricted Number Screening, license verification, and audit trails are not features you switch on. They run under every call, campaign, and enrollment.
Restricted Number Screening
Every outbound call is checked before it goes out, not after a complaint arrives.
NIPR License Verification
Agent licenses are verified before a call routes, so compliant handling is the default.
Full Audit
Trails
Every call, campaign, and enrollment leaves a record, searchable when you need it.
Reconciled Commissions
Carrier statements are reconciled against your sales, with mismatches flagged.
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Unified Workspace for
Agents & Teams
Give your team everything they need in one interface, so they can focus on conversations, not tools. Reduce friction and improve productivity with a fully connected workspace.
All-in-One Agent Dashboard
Access calls, messages, scripts, and customer insights without switching platforms.
Context-Driven Conversations
Provide agents with full customer history, notes, and tasks during every interaction.
Built-In Task & Follow-Up Management
Track callbacks, reminders, and action items to ensure no lead is missed.
Complete Visibility,
Reporting & Control
Gain full insight into performance, operations, and outcomes across your business. Make informed decisions with real-time data and detailed reporting.
Real-Time Performance Dashboards
Detailed Reporting & Analytics
Full Activity Tracking & Audit Trail
They had the same questions
you do right now.
"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.
"We were underpaid 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.