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On the recordRead 30 Sep 202613 facts
CallBack CRM
Plans and prices
Professional
$97a month
14-day free trial · unlimited team members · unlimited insurance contacts · multi-product pipelines for Life, Health, Medicare, P&C
Read 30 Sep 2026 · callbackcrm.com
Enterprise
Priced on request
For large organizations, IMOs, FMOs, and agency owners · hierarchical permissions · gray-label options · scalable discounts
Read 30 Sep 2026 · callbackcrm.com
On the record
- Automated follow-up
- Its AI engine sends follow-up through SMS, email, or voicemail drop and is described as responding to new leads within 60 seconds, 24/7.callbackcrm.com · read 30 Sep 2026
- Broader feature set
- CallBack says its platform includes more than 50 features spanning CRM, marketing automation, communications, AI, digital signatures, invoicing, websites, forms, calendars, and a mobile app.callbackcrm.com · read 30 Sep 2026
- Communications
- The platform lists email campaigns, SMS, a unified inbox, voicemail drops, and social media messaging among its features.callbackcrm.com · read 30 Sep 2026
- Company
- The privacy policy identifies CallBack as CallBack LLC, a New Mexico limited liability company.callbackcrm.com · read 30 Sep 2026
- Desktop and mobile
- The site lists mobile apps for iOS and Android and desktop apps for Windows, macOS, and Linux.callbackcrm.com · read 30 Sep 2026
- HIPAA
- CallBack says it is not a HIPAA Business Associate by default; PHI processing is addressed when a separate Business Associate Agreement is executed.callbackcrm.com · read 30 Sep 2026
- Integrations
- The maker's site lists Zapier, Zoom, Meta Ads, Google Ads, and API and webhooks under Integrations.callbackcrm.com · read 30 Sep 2026
- Lead pipeline
- The CRM offers custom pipeline stages for life, health, Medicare, and P&C products, lead scoring, contact logs, notes, task assignment, and round-robin routing.callbackcrm.com · read 30 Sep 2026
- Privacy and security
- CallBack says it has measures designed to protect information but does not guarantee information security in transmission or storage.callbackcrm.com · read 30 Sep 2026
- Purpose
- CallBack describes itself as an AI-powered CRM built for life, health, and P&C insurance agents.callbackcrm.com · read 30 Sep 2026
- Support
- The site offers one-on-one demos and links to a support center for customization and technical help.callbackcrm.com · read 30 Sep 2026
- Usage charges
- The maker says SMS, email, and AI usage are billed at wholesale rates on top of platform access; its fees page lists usage-based rates for phone, email, and AI services.callbackcrm.com · read 30 Sep 2026
- Web access
- The web app runs in a browser, requires no download or installation, and is listed for Chrome, Safari, Firefox, and Edge.callbackcrm.com · read 30 Sep 2026
