PLANS THAT GROW WITH YOUR BUSINESS
Choose the Support and Tools Your Business Needs
Agent Boost 360 plans are built around the number of Agents we support, the depth of Technical Support your business needs, and the advanced capabilities included with your account.
Start with the level that fits your business today, then move up as your team and operational needs grow.
One Platform Behind Your Sales Process
Plan
Supported Agents
Monthly
Advanced AI
Premium Automation Capacity
Support
Core
1
$125
+$150/mo add-on
Optional add-on
Standard Technical
Duo
Up to 2
$200
+$150/mo add-on
Optional add-on
Standard Technical
Boost
Up to 3
$350
Included
Optional add-on
Priority Technical
Agency
Up to 5
$500
Included
Optional add-on
Priority Agency
Agency Plus
Up to 10
$800
Included
Optional add-on
Priority Agency
Platform Overview
One Platform Behind Your Sales Process
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
One connected system
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
One connected system
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
Pricing Plans
Pick the level of support your operation needs
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
Core
$125/Month
For independent insurance agents who want one connected system to organize the backend of their business
Supports 1 Agent
Standard Agent Boost 360 platform access
CRM and pipeline management
Calls, text, and email tools
Calendars and scheduling
Forms, surveys, and funnels
Standard workflow automation
AI-powered support assistant
Standard Technical Support
Advanced AI available for +$150/month.
Duo
$200/Month
For two-person teams that want to operate inside one connected account with support for both users.
Supports up to 2 Agents
Everything in Core
Support capacity for up to two Agents
Team access and account-configuration guidance
Shared pipeline and account guidance
Standard workflow automation
Standard Technical Support for the supported team
Advanced AI available for +$150/month.
Boost
$350/Month
For growing teams ready to put advanced AI and stronger Technical Support behind their systems.
Supports up to 3 Agents
Everything in Duo
Advanced AI capabilities included
Small-team configuration guidance
Team adoption assistance
Support designed for a growing multi-user account
Agency
$500/Month
For insurance agencies that need support designed around a multi-Agent operation, not just additional software logins.
Supports up to 5 Agents
Everything in Boost
Advanced AI capabilities included
Priority Agency Suppor
Agent onboarding guidance
Roles and permissions guidance
Team adoption assistance
Pipeline configuration guidance
Lead assignment and routing guidance
Multi-Agent troubleshooting
Agency-specific platform configuration guidance
Structured agency training and optimization when included in the current plan description
Agency Plus
$800/Month
For larger agencies that need support capacity for up to ten Agents, the highest standard support priority, and increased premium automation capacity.
Supports up to 10 Agents
Everything in Agency
Support capacity for up to ten Agents
Advanced AI capabilities included
Premium Automation Capacity included
Priority Agency Support Plus
Highest standard support priority outside Enterprise
Advanced agency configuration guidance
Expanded multi-Agent troubleshooting and escalation
More frequent structured agency training and optimization when included in the current plan description
Enterprise
Custom
For organizations that require custom Agent capacity, implementation, usage allowances, support channels, service levels, or account structure
Custom supported-Agent capacity
Custom support mode
Custom usage allowances or add-ons
Written order form or agreemen
Custom implementation or onboarding requirements
What Does "Supported Agents" Mean?
Agent Boost 360 pricing is not based simply on how many software logins exist in an account.
Your plan determines how many Agents Agent Boost 360 is responsible for supporting across your account. That support may include help with:
Platform usage
Account configuration
Agent onboarding
Troubleshooting
Roles and permissions
Pipelines
Workflow configuration
Team adoption
AI features
Agency operations inside Agent Boost 360
As more people use the platform, the support and operational complexity of the account grows with them. Your plan is designed to provide the appropriate support capacity for your team
Advanced AI Add-On
Core and Duo customers can add Agent Boost 360 advanced AI capabilities for $150/month. Advanced AI is already included with Boost, Agency, and Agency Plus.
Use AI to help draft communications, work through workflows, summarize conversations, interpret information, answer platform questions, and reduce repetitive administrative work.
Premium Automation Capacity
Standard workflow automation is available throughout Agent Boost 360. Customers using higher volumes of qualifying premium actions, integrations, or advanced automation features can add Premium Automation Capacity when needed
Agency Plus includes Premium Automation Capacity as part of the plan. Premium actions and other metered services may still generate usage charges based on actual usage.
Platform Overview
One Platform Behind Your Sales Process
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable
business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Workflow Automation
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Forms, Surveys & Funnels
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
AI-Powered Tools
Use built-in AI to create content, streamline processes, summarize, assist with communications, and get more done.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
Calendars & Scheduling
Let prospects and clients schedule appointments while connecting those appointments to the rest of your sales process.
Websites & Landing Pages
Create web experiences that connect directly and seamlessly with the systems running behind your business.
Connected Operations
Keep more of the work surrounding your sales process in one platform instead of managing separate disconnected tools.
Built-In AI Capabilities
AI That Helps You Get More Done
AI should save you time, not give you another tool to manage.
Professional and Agency plans include advanced AI capabilities directly inside Agent Boost 360 to help you work faster, communicate more efficiently, and simplify everyday tasks.
Get Help Faster
Ask questions and get assistance while working inside Agent Boost 360.
Create Faster
Get help drafting emails, text messages, follow-up content, and other business communications.
Make Information Easier to Use
Use AI to summarize conversations, interpret information, and make important details easier to find and understand.
Work Through Processes
Use AI assistance when working with workflows, communication, content, and other activities inside your account.
Keep AI Where the Work Happens
Use AI capabilities inside the platform where your contacts, conversations, workflows, and business processes already live.
Included With Higher Plans
Advanced AI capabilities are included with Professional and Agency plans.
FAQ
Questions Agents Ask
Is Agent Boost 360 only for health insurance agents?
No. Agent Boost 360 is designed for insurance agents and agencies across the industry. The platform can be adapted around different insurance products, sales processes, team structures, and business models.
Is Agent Boost 360 a CRM?
Yes, but CRM functionality is only part of the platform. Agent Boost 360 also includes communication tools, calendars, pipelines, workflow automation, forms, funnels, websites, AI capabilities, and other tools designed to help insurance Boost streamline their business operations.
Does Agent Boost 360 provide leads?
Agent Boost 360 gives you tools to capture, organize, manage, nurture, and follow up with leads. Lead generation and the provision of leads are not included with a standard subscription.
Can individual agents sign up online?
Yes. Individual agents can choose an eligible individual plan and sign up directly online.
What if I have multiple agents?
Agency solutions are available for teams that need additional support capacity, centralized users, increased automation capabilities, AI tools, permissions, and agency-level functionality. Schedule an Agency Consultation and we will help determine the right option for your organization.
Is there a free trial?
No. Agent Boost 360 does not currently offer free trials. Accounts are intended to become part of the customer's actual business infrastructure and may require configuration for services such as business communications and A2P registration. We focus on properly establishing the account rather than creating temporary trial environments.
Does Agent Boost 360 include AI?
Advanced AI capabilities are included with Boost and Agency plans. These tools can assist with content, communications, information summaries, workflow-related tasks, and other activities inside Agent Boost 360.
Can Agent Boost 360 automate my follow-up?
Yes. Agent Boost 360 includes workflow automation tools that can be used for follow-up, reminders, notifications,
pipeline updates, tasks, appointment processes, lead routing, and other business processes. Boost and Agency
plans also include monthly Premium Workflow Execution allowances for qualifying premium actions and supported app
integrations.
Will Agent Boost 360 build my workflows for me?
Custom workflow creation is not included with a standard subscription. Active Agent Boost 360 subscribers can
separately hire our team through Workflow & Automation Professional Services to design, build, troubleshoot, or expand
custom automation systems.
What is the difference between Technical Support and Professional Services?
Technical Support helps you understand and troubleshoot the standard functionality of Agent Boost 360. Boost Services are for work performed specifically for your business, such as designing workflows, building automations, creating websites, handling advanced implementation, or completing other custom projects.
An insurance-focused sales and automation platform built to help agents and
agencies run a more efficient backend.
Company
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.
An insurance-focused sales and automation platform built to help agents and agencies run a more efficient backend.
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.