CRM for Quade Alliance agents

Every lead
followed up.
Every client kept.

The done-for-you CRM for life and health agents. Pipelines, one inbox, AI-assisted booking, and client nurture, configured for you and running from day one.

Get started, $97/month See how it works

No contracts. No setup fee. Cancel anytime.

Example dashboard · Illustrative data

Alliance CRM

Good morning, JoshLast 30 days

New leads184+22%

Appointments61+9%

Apps submitted27+14%

Issued premium$41,280+31%

Life pipelineAll stages

New lead38

Contacted29

Booked21

Application14

Issued9

ActivityLive

New lead · Mortgage protectionFrom your ad · just now

Appointment booked · Term lifeTomorrow 10:00 · reminder sent

AI replied to Marcus R.“Would 4:30 today or 10 tomorrow work?”

Policy issued · Final expenseNurture journey started

New leadFacebook ad · 12s ago

BookedTue 10:00 AM

Configured before you log in Built for life & health agents Set up with you, not handed to you Support included

Product tour · 3 min

See the whole thing before you sign up.

The pipeline, the campaigns, the power dialer, and AI-assisted booking. How the whole system works before you ever log in.

How it works

From “new lead” to “issued”
without the busywork.

A lead comes in. The CRM answers first.

Ad leads, referrals, and web forms land in one place with the source attached. A plain-language text goes out within seconds to confirm interest and gather context, while it’s still warm.

ConversationsMarcus Rivera · Mortgage protection

Hi, I filled out the form about life coverage for my mortgage.

AI · Alliance CRMHi Marcus, thanks for reaching out. Are you mainly protecting the mortgage, income for family, or both?

Both. We just had our second child.

AI · Alliance CRMCongrats. Josh can walk you through simple level-premium options. Would today at 4:30 or tomorrow at 10:00 work better?

Tomorrow at 10.

Appointment booked · Tue 10:00 AM · reminder scheduled

AI-assisted booking puts it on your calendar.

The system qualifies intent, offers real times from your calendar, confirms, reminds, and helps recover no-shows. You step in whenever a conversation needs a human.

CalendarTuesday

9:00

10:00

Marcus RiveraMortgage protection · booked by AI

11:00

Dana WhitfieldTerm life · follow-up

12:00

1:00

Ray & Linda OrtizFinal expense · application

2:00

Reminder sent3 appointments confirmed

Every lead sits in a pipeline you can see.

Stages built for life and health sales, from contacted to booked to application to issued. Nothing lives in a notes app or a memory.

OpportunitiesLife pipeline

Contacted 7

Tasha M.Term · $48/mo

Bill H.FEX · $71/mo

Priya S.IUL

Booked 5

Marcus R.MP · Tue 10:00

Dana W.Term · Tue 11:00

Application 4

Ortiz familyFEX · submitted

Kevin L.Term · pending

Issued 3

Angela P.$92/mo · nurture on

Sam D.$56/mo · nurture on

After the policy is issued, the relationship keeps going.

Annual reviews, beneficiary check-ins, referral asks, and cross-sell prompts run on a schedule, so clients hear from you before they hear from someone else.

AutomationClient nurture · running

Policy issuedTrigger

Welcome + policy recapDay 1 · email

Referral askDay 30 · text

Beneficiary check-inMonth 6 · text

Annual reviewMonth 12 · task + text

142 clients in journeyNext touch: 9:00 AM tomorrow

Inside the CRM

Real screens, not a feature list.

Everything below is included. Nothing below is an add-on.

Unified inboxSMS, email, calls, voicemail, social

Marcus RiveraTomorrow at 10 works.

Dana WhitfieldCan you resend the quote?

18m

Ray OrtizVoicemail · 0:42

Priya ShahEmail · Application docs

Smart contact recordSource, product, next step

Marcus RiveraLead source: Facebook ad · Mortgage protection

TermBookedFamily of 4

Next stepDiscovery call · Tue 10:00

Power dialerCall lists, drops, logging

14calls left

Connected 6Voicemail drop 5Callback set 3

ReportingWhere every opportunity sits

$41,280issued premium31%vs last month

AutomationsReady-made, editable

New lead instant text
Missed-call text back
Appointment reminders
No-show recovery
Annual review campaign

Product snapshotsRequest a vertical, we install it

Term lifeMortgage protectionFinal expenseIULAnnuitiesACAPrivate health

$97per month, flat

1plan, everything included

0setup fees or contracts

100%of conversations logged

Done-for-you onboarding

You get the system set up with you.

Most CRMs fail because they never get configured. Alliance CRM is built to shorten that path.

1
Compliance and phone setup
Guided business registration, a dedicated number, and messaging compliance so your texts land instead of getting filtered.
2
Launch walkthrough
Learn your pipelines, inbox, calendar, automations, and reporting with training built around how you actually sell.
3
Support after setup
Tickets and scheduled help sessions when you need a workflow, campaign, or setting changed.

Pricing

One flat rate. Cancel anytime.

Everything on this page is included. Usage (texts, calls, email) is pay-as-you-go on top.

$97/ month

$989/ year about $82 a month

Your own CRM workspace
Life & health pipelines and opportunity tracking
Unified inbox for every conversation
AI-assisted appointment booking workflows
Calendars, forms, automations, reporting
Done-for-you onboarding and launch walkthrough
Support and future workflow changes
Setup fee$0
ContractNone

Pay-as-you-go usage

Buy usage credit in any amount and refill when needed. Rates below are what you’re charged.

Texts$0.01per segment · $10 ≈ 1,000

Outbound calls$0.0168per minute · 30 min ≈ $0.50

Inbound calls$0.0102per minute · 30 min ≈ $0.31

Email$0.001per email · $10 ≈ 10,000

Images or emojis in a text increase the per-segment cost.

Need leads to put in it?

Your CRM is ready. Now feed it.

The Alliance CRM Ad Manager program: NextLevel's team builds and runs your Facebook and Instagram ads on a shared Quade Insurance Solutions ad account, for a one-time $695 setup fee and no monthly retainer.

Individual results vary by agent, audience, ad spend, creative quality, and market conditions. No specific lead volume, cost, or outcome is guaranteed.

Done for youFacebook and Instagram ads built, launched and run by the NextLevel team.
Nothing to set upNo business page or ad account to create. Ads run on the shared Quade Insurance Solutions account, personalized to you.
No monthly retainerYou fund your own ad spend. Pause your ads and you stop paying.
Straight into your CRMLeads and booked appointments land in your Alliance CRM, which this program runs on.

$695one-time setup, then your own ad spend. Requires an active Alliance CRM account.

FAQ

Questions, answered.

Who is Alliance CRM for?

Life and health insurance agents in the Quade Alliance who want a practical system for follow-up, appointments, pipeline, and client nurture, without hiring someone to run it.

Is this a CRM I have to set up myself?

No. Your workspace arrives configured and supported around how Quade Alliance agents sell, with pipelines, campaigns, and automations already built.

What does onboarding include?

Phone number and compliance setup guidance, workflow configuration, pipeline orientation, a launch walkthrough, and support afterward, so you never start with an empty CRM.

Can it book appointments for me?

The AI-assisted booking workflows reply quickly, qualify interest, offer calendar times, and send reminders. You can step into any conversation whenever it needs a human touch.

How do I cancel?

Email support and your plan ends at the close of the current billing period. There are no contracts, and the terms explain the no-refund policy for periods already paid.

What products can I manage in it?

Term life, mortgage protection, final expense, IUL, annuities, and health products including ACA and private health. Request a vertical and we install the snapshot for you.

Get a CRM you’ll actually use.

Sales motion, automation, and follow-up in one place, set up with you.

Get started, $97/month