What's included in the setup?
Setup is included at no extra cost. We handle everything: CRM configuration, AI voice agent training, workflow automation builds, campaign creation, and integration with your existing tools. No setup fee, no surprise charges — just your monthly subscription.
Is there a contract or commitment?
No long-term contracts. Monthly billing, cancel anytime. Annual plans save over $1,100 in your first year and renew at the same low rate. Klarna financing available on all annual plans.
Can I upgrade from Core to Scale later?
Yes — you can upgrade anytime. We'll add the extra AI agents, workflows, and services and get everything configured for your new plan. Most agents start on Core and upgrade within 3–6 months.
How fast can I be up and running?
Most agents are fully live within 7–10 business days. Your CRM and pipeline are active the same day you purchase. From there, our tech team handles A2P registration, email routing, and calendar setup while we build your custom AI agents and campaigns. Two training calls get your team up to speed, then we monitor and optimize for 30 days.
What about ad spend?
Ad spend is separate and paid directly to Meta or Google — we never mark up your ad costs. We typically recommend $1,000–$2,000/mo in ad spend for Scale plan clients. Annual plans can be financed through Klarna — even with Klarna's interest, you still save up to $2,307 in Year 1 and $1,108/yr on renewal.
Do you work with captive and independent agents?
Both. We have Farmers, Allstate, and State Farm agents alongside independents. The platform is flexible enough to work within carrier compliance requirements while still giving you a competitive edge.