Calls, SMS, and WhatsApp arrive instantly so no quote is lost waiting.
Messages, calls and recordings organized, so you can respond better without repeating questions.
Every call is recorded, avoid issues, improve service, and make better decisions.
The problem isn’t investing in technology. The problem is paying for systems full of features you don’t use, while losing leads, renewals, and opportunities due to lack of real follow-up. Notify365 removes the unnecessary and focuses on what truly impacts revenue: timely responses, consistent follow-up, and keeping every client relationship alive.
Leads are assigned manually or belong to the agent who creates them, keeping everything organized, visible, and easy to act on.
Every call is recorded, making it easy to review conversations, fix mistakes, and improve how opportunities are handled and closed.
We stay with you. You get onboarding guidance, training, and support so you never feel alone.
No charge during the trial. Billing starts after 7 day. Cancel anytime.
Manage customers, policies, calls, SMS, WhatsApp, email, automations, and team performance from one platform built specifically for insurance agencies.
Create your account and start the trial.
Set your bussines profile.
Add your payment method.
You choose your business number.
Promise of immediacy: choose your number and make your first call, no waiting, no complications. No charges until after 7 days. Cancel anytime.
Notify365 increases retention, renewals, and referrals by keeping your client relationship alive.
Every missed call automatically creates a task with reminder, making sure the contact is returned as quickly as possible and no opportunity is lost.
Every quote is automatically sent to the client, so they have the details to be able to compare options, and make a confident decision.
Notify365 sends multiple reminders before policy expires and creates a follow-up task for the assigned agent, helping protect every renewal.
Automated birthday messages, check-ins, and seasonal tips that keep clients feeling cared for without manual effort.
Organize your agency’s daily work with manual and automated tasks, providing visibility and traceability across each agent’s work.
View your agency’s status in one place. Production, leads, clients, cancellations, and resource usage, all updated in real time.
We train you, guide your initial setup, and stay available so you can launch fast and keep momentum. Book a demo and we’ll map your workflow end-to-end.
Manage customers, policies, calls, SMS, WhatsApp, email, and automations from a single platform built for insurance agencies.
For solo agents and small teams that need one workspace to manage clients, follow-ups, policies, and conversations without adding multiple disconnected tools.
$99 /mo
Activation fee: $89
No charges for 7 days. Cancel any time.
For growing agencies that need structured team workflows, higher capacity, and better visibility across producers, service staff, renewals, and customer communication.
$399 /mo
Activation fee: $190
Best fit for agencies ready to standardize team operations.
For established agencies with larger teams, higher activity, and leadership reporting needs across sales, service, renewals, and operations.
$649 /mo
Activation fee: $250
Ideal for agencies that need control, consistency, and scale.
Usage is designed around daily operations. Each plan includes operational capacity for calls, SMS, and WhatsApp. If your agency exceeds included usage, service continues through transparent usage billing. Marketing campaigns are managed separately through the Marketing Add-On wallet, so campaign spending stays controlled and visible.
Turn Notify365 into a campaign engine for agencies that want to reach larger audiences, run proactive follow-up, and measure marketing activity without mixing campaign usage into daily operations.
$49 /mo
Activation fee: $99
Campaign usage is billed separately through the marketing wallet.
Everything you need to know before starting your trial.
Notify365 is built exclusively for insurance agencies and agents. Every feature—from lead management to automated notifications—serves the specific needs of this industry. It’s not a generic CRM adapted; it’s a purpose-built tool.
To activate WhatsApp in Notify365, a few requirements are needed to ensure a stable setup, full compliance with Meta policies, and transparent billing. Please contact our support team and we’ll guide you through the entire process.
Yes. Notify365 integrates WhatsApp, SMS, email, and calls in one system for true omnichannel communication. You can send and receive messages from the same panel, with a complete client history. Everything is logged.
Yes. All inbound and outbound calls are recorded automatically and stored securely. You can replay, download, or use them to monitor service quality and resolve claims.
Our call balancer detects available agents and distributes inbound calls evenly, avoiding overload and ensuring fair workload. This improves customer experience and team performance.
Absolutely. Set automated alerts for pending appointments, upcoming renewals, no-response cases, new uncontacted leads, and more. This reduces manual work and prevents lost sales due to missed follow-ups.
Notify365 helps insurance agencies answer leads faster, track conversations across channels, and automate follow-ups that protect renewals and generate referrals.