BUILT FOR MODERN INSURANCE SALES

Turn every lead into the right next action.

One focused system for Life, Home, and Auto leads—with browser calling, quote organization, and AI that helps your team move faster.

Start for $49/monthOpen the CRM →
Transparent monthly pricing · Twilio usage billed separately · Cancel anytime
PacificaLIVE WORKSPACE
AI PRIORITY QUEUEGood afternoon, Alex.

Here are the conversations most likely to move today.

92
Maria TorresInterested · follow up today
86
Daniel OrtizHome renewal in 12 days
78
Sophia CruzQuote ready for review
CALLS TODAY42
CONNECTED18
APPOINTMENTS7
ONE WORKSPACE FORLIFE INSURANCEHOMEAUTOFOLLOW-UPSTWILIO VOICEAI PRIORITIZATION

THE PRODUCT

Your CRM should do the busywork—not create more of it.

Pacifica connects the daily jobs an insurance producer already has: organize, call, quote, follow up, and close.

01 · PACIFICA AI

Ask your pipeline what matters now.

Find stalled opportunities, prioritize today’s calls, prepare a brief, draft a follow-up, and review every proposed record change before it is applied.

Ask Pacifica AI

Which Life leads should I call first today?

02 · BROWSER DIALER

Call the next lead without losing your place.

Sequential Twilio calling, four-ring windows, device testing, automatic queue advancement, outcomes, and DNC controls.

03 · INSURANCE CRM

Keep Life separate from Home & Auto.

Purpose-built queues, pipelines, contact records, follow-up dates, notes, and quote workspaces—without bending a generic CRM.

LIFEHOMEAUTO

SIMPLE PRICING

The full price is right here.

No “contact sales” wall. Pick a plan, then we verify the agency and assign the calling numbers.

SOLO

$49/month

For one producer building a focused book.

  • ✓ 1 user and assigned calling number
  • ✓ Life + Home & Auto CRM
  • ✓ Sequential browser dialer
  • ✓ Pacifica AI command center
  • ✓ Quote workspace and reports
MOST POPULARTEAM

$199/month

For agencies turning leads into appointments together.

  • ✓ Up to 5 users and numbers
  • ✓ Everything in Solo
  • ✓ Shared operations foundation
  • ✓ Priority onboarding
  • ✓ Team reporting roadmap
AGENCY

$499/month

For multi-agent production teams that need room to grow.

  • ✓ Up to 15 users and numbers
  • ✓ Everything in Team
  • ✓ Agency campaign capacity
  • ✓ Number-health monitoring
  • ✓ White-glove setup

Month-to-month. Prices exclude Twilio calling/SMS usage, taxes, and optional carrier or comparative-rater integrations. Stripe checkout must use matching live Price IDs.

MARKET CHECK

Priced between a plain CRM and a dedicated dialer.

Public prices change. These representative prices were checked August 23, 2026 and use annual billing where noted.

PRODUCTREPRESENTATIVE PRICEPOSITION
Pacifica Solo$49/user/moCRM + AI + browser dialer
Attio Plus ↗$29/user/mo*Flexible AI CRM
Pipedrive Growth ↗$39/user/mo*Sales CRM + automation
Close Growth ↗$99/user/mo*Sales communication CRM
PhoneBurner Standard ↗$140/user/mo*Dedicated power dialer
*Representative annual-billing price shown on or derived from the vendor’s public pricing page; features, credits, phone usage, add-ons, promotions, and monthly rates may differ.
READY WHEN YOU ARE

One workspace. Every lead. The next best action.

Start with one producer for $49 per month and scale only when the team needs it.

See plans