The whole CRM.
Already full of life.
Your own private workspace with a full book of leads, months of call history and a live pipeline — handed to you in seconds. Then you click whatever you want. Nothing is on rails.
White-label ready — make it yours. Try it:
Good evening, Jordan
Here's what's happening with your insurance sales today.
Total Premium Sold
$48,230
+12.4% vs last month
Active Leads
128
+9 this week
Policies Sold
24
+4 vs last month
Appointments
18
6 upcoming
Leads Overview
Communication
Calls
342
Talk time
6h 12m
SMS
128
Emails
45
Upcoming Reminders
Upcoming Appointments
Annual Life Premium Sold
$412,900
Best Month
June · $61,480
Maria Delgado
Final expense · $42/mo quote
No signup
No email, no password, no card.
Instant
You're inside in a couple of seconds.
Yours alone
A private workspace, wiped when you leave.
What you can actually do in there
Everything below runs on the same code that runs for paying agencies.
Power & multi-line dialer
Experience how the power dialer and the multi-line dialer work, or let the Key Grabber collect sensitive details securely.
InsuraBot AI assistant
Ask about a lead, draft a follow-up, or run a quote right inside it.
Pipeline & lead management
A full book of business across every stage, with notes, documents, policies and status history already in place.
Agency & downline views
You land as an agency owner with sub-agencies and producing agents, so leaderboards and production reports have real numbers.
Appointments & reminders
Months of history behind you and a live upcoming schedule ahead of you — regenerated continuously, never a stale empty calendar.
Team chat & resources
Channels, sales-win announcements and a shared resource library, so the collaboration side isn't just an empty shell.
…and plenty more
Routes and door-knocking, faxes, rewards, compliance, imports, reporting — the whole product is unlocked. Go open things.
What's simulated, so nothing surprises you
- Calls and texts are simulated. No real phone ever rings, and no message reaches anyone. Every lead in here is fictional, with numbers from the reserved 555-01xx range.
- Nothing can be charged. Buying numbers, billing and payouts are switched off at the provider, not just hidden in the UI.
- A few actions are held back. Uploading files and changing account security aren't available in a shared sandbox — those prompt you to start a trial instead.
- Your session is temporary. The workspace resets after you leave, so the next visitor starts clean. Nothing you do here carries over to a real account.
Ready for the real thing?
Bring your own leads, your own numbers and your own team. The trial is the same product you just used.