Every Agency needs a "BOS"

Provides tools to help you create and more accurately manage lead pipelines, increase your retention with automation to increase points of contact with your customer base, and make your enrollment process smoother with digital SOA forms, Rx forms, etc

Monthly and Annual subscriptions available!

Choose the plan best for your business needs!

Flexible & user-friendly, fits into all agency sizes!

BOS In Action

Watch the demonstration video below for a sneak peek at BOS and some of its capabilities

Have any questions? Want a closer, hands-on look?
Schedule a 1-on-1 demo of BOS!

Browse Available Packages

Standard

Monthly - $99
Annual - $999

  • 64 features across 15 categories*

  • Reviews AI Agent

  • Insurance industry templates

  • 1-on-1 Onboarding Session

  • Best for first-time CRM users

Professional

Monthly - $199
Annual - $1999

  • All Standard Package features*

  • AI Employee Unlimited addon

  • Additional AI templates

  • Ad Manager addon

  • Best for experienced CRM users

Deluxe

Monthly - $299
Annual - $2999

  • All Professional Package features

  • WordPress addon

  • Branded Client Portal Mobile App

  • WhatsApp integration addon

  • Best for expert CRM users

* Features and addons not included in a package can be added on request for additional charge. Email & SMS usage rates not included in price.


Unlock the true potential of your business with Us—your partner in growth and scalability. Designed to adapt to your evolving needs.

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