Branded producer website
Give each producer a professional online presence with product pages, licensing details and lead forms connected to the CRM.
Complete producer toolkit
Everything your producers need to work a lead
Replace disconnected subscriptions with one insurance-focused platform built around the way your team prospects, follows up, presents and closes.
Quotation and carrier tools
Access the quotation tools, carrier portals, E-Apps and product resources producers use without searching across multiple systems.
Dynamic sales scripts
Open product-specific scripts with the lead’s details already in view so every call starts prepared and sounds personal.
AI text conversations
Use AI for both inbound and outbound texting. It responds to prospects, continues the conversation and helps move interested leads toward an appointment.
AI inbound call receiver
Let AI answer incoming calls, speak with prospects, capture key information and book qualified appointments directly onto the calendar.
Digital financial inventory
Collect client information digitally, create a clear record and keep the completed details attached to the contact profile.
Your command center
Know what needs attention before a lead goes cold
Spike Automation turns sales activity into a simple daily operating view—who replied, who called, what AI handled, what was booked and where deals are slowing down.
- ✓Prioritize conversations by stage and activity
- ✓See inbound calls and text conversations
- ✓Track appointments and sales outcomes
- ✓Give producers one repeatable workflow
Sales overview● LIVE WORKSPACE
Conversations
248 ↑ active
Next actions
New lead repliesReview now
Calls due todayOpen queue
Booked appointmentsPrepare scripts
Pipeline snapshot
184New
92Contacted
31Booked
14Submitted
One connected workflow
From new lead to submitted business—without the tool-hopping
Spike keeps the work connected, so automation handles the repetitive steps while producers stay focused on the conversations that require a human.
Capture every opportunity
Facebook leads, website inquiries and imported contacts enter the right pipeline with source and ownership clearly recorded.
Start the right conversation
AI-assisted text and email outreach begins quickly, while replies and call tasks surface for the producer responsible.
Work the case in one place
Use scripts, financial inventory, carrier resources and activity history without rebuilding the client record across multiple tools.
Producer presence
A professional website that sends leads where they belong
Give prospects a clear place to learn about the solutions you offer and contact you. Each inquiry can flow directly into the producer’s CRM workflow instead of sitting in a separate inbox.
Dedicated pages for IUL, Final Expense, Mortgage Protection and Annuities
Producer bio, licensing details and contact information
Custom branded web presence
Lead forms connected to the sales pipeline
Producer website
Indexed Universal LifeEducational product page and inquiry form
Mortgage ProtectionClear explanation and next-step request
Final ExpenseProducer information and direct contact path
AI conversations
Let AI respond by text and answer the phone
Your AI assistant can manage inbound and outbound text conversations, receive incoming calls, answer common questions, collect lead information and book appointments—so opportunities are handled even when producers are busy.
Inbound and outbound AI texting
AI phone receptionist for incoming calls
Conversational qualification and appointment booking
Calendar scheduling and appointment confirmations
AI conversation activity● ACTIVE
New text conversationAI responds and continues the discussion
Inbound call answeredAI speaks with the prospect and captures details
Appointment bookedCalendar details and confirmation sent automatically
Dialing and quoting
Choose the right dialing mode and quote without leaving the workflow
Use the standard dialer for individual conversations or switch to the power dialer for high-volume outreach. Lead details, scripts, call activity and quotation tools stay close together.
Normal dialer for one-to-one calling
Power dialer for high-volume call sessions
Dynamic scripts, recordings and voicemail drops
Insurance quotation tools and carrier resources
Producer call workspaceLead 18 of 42
Normal dialerCall one prospect with full contact context
Power dialerMove efficiently through a larger call list
Quotation toolsAccess product quotes and carrier resources
Connected ecosystem
Bring the tools you already use into one workflow
Connect lead sources, communication tools, calendars and reporting so information moves without constant exporting and re-entry.
fFacebook Leads
▦Google Sheets
☎Power Dialer
▣Calendars
⚡Automation
◈Payments
Simple monthly plans
Choose the level of automation you need
Start with the complete insurance sales platform, or add AI texting and an AI inbound call receiver that can book appointments for you.
Spike Core
The essential sales platform for producers who want everything organized in one place.
$89 / month
✓Insurance CRM and pipeline
✓Normal dialer and power dialer
✓Dynamic insurance sales scripts
✓Quotation tools and carrier resources
✓Text and email campaign tools
✓Digital financial inventory
✓Producer website and lead capture
Spike AI
Everything in Spike Core, plus AI that texts, answers inbound calls and books appointments.
$197 / month
✓Everything included in Spike Core
✓AI chatbot for inbound texting
✓AI chatbot for outbound texting
✓AI inbound call receiver
✓Conversational lead qualification
✓AI appointment booking
✓Calendar scheduling and confirmations
Questions, answered
What producers want to know before choosing a plan
What is included in the $89 plan?
The $89 monthly plan includes the core insurance sales platform: CRM and pipeline tools, normal and power dialing, dynamic scripts, quotation tools, carrier resources, campaign tools, digital financial inventory and producer website features. AI conversation tools are not included.
What does the $197 AI plan add?
The $197 monthly plan includes everything in the $89 plan, plus an AI chatbot for inbound and outbound texting and an AI inbound call receiver that can speak with prospects, collect information and book appointments.
Can the AI answer calls when I am unavailable?
Yes. The AI inbound call receiver is designed to handle incoming calls when you are busy, after hours or unable to answer, then guide the prospect toward the appropriate next step.
Does Spike include both a power dialer and normal dialer?
Yes. Producers can use the normal dialer for individual calls and the power dialer for higher-volume outreach sessions.
Are insurance quotation tools included?
Yes. Spike provides access to quotation tools along with carrier portals, E-Apps and other product resources used during the sales process.
See Spike Automation in action
Choose your plan or talk with our team first
See how the CRM, dialers, quotation tools and AI conversations work together for your insurance sales process.