.png)
Login
.png)
.png)
.png)
.png)
.svg)
Final expense and senior insurance still run on phone calls. Billions in premium are sold every year by agents who are underserved by technology.
.svg)
Agents close more policies which increases spend on high-intent calls. Our model captures value across both software and marketplace layers.
.svg)
CallX™ connects high-intent callers to the right agent and guides them with AI so more families get covered.
.svg)
Every call makes our routing and coaching models smarter which creates a long-term execution and data moat.
A platform that feels invisible but changes everything
Routes calls to the best available agent based on state, performance, and bid price so calls always go to the highest value destination.
Join now
Real-time prompts, rebuttals, and objection handling to help agents sell faster and better.
Join now
Agents and agencies can bid per call. Our system protects margins while filling agent calendars with high-intent conversations.
Join now
Full tracking, recordings, transcripts, QA scoring, and compliant routing that gives carriers and agencies confidence.
Join now
.png)
.png)
From live call delivery to AI coaching and performance insights, each CallX™ product is built to help agents connect faster, close more policies, and scale with confidence.
Give every agent the power of a top performer
CallX listens to calls as they happen, identifies objections, tone, and buying signals, and provides the agent with instant prompts and rebuttals. New agents ramp faster, experienced agents convert more, and agencies produce at a higher level.
.svg)
The right response at the perfect moment based on what the caller just said.
.png)
Script adherence, tone analysis, compliance markers, objection tracking, and outcome scoring.
.svg)
Every call improves the coaching engine, making the entire organization smarter over time.
Build and manage a fully virtual insurance agency in the cloud
CallX™ is not a dialer. It is the AI-powered infrastructure layer for modern insurance distribution. Agencies can run their entire operation on CallX™ — including agent onboarding, licensing, routing, AI coaching, compensation, production tracking, and branding. CallX™ lets agencies scale without needing engineers or telephony systems.
.svg)
Each agency gets its own branded environment, settings, permissions, and dashboards.
.svg)
Invite agents, manage licenses, assign states, control routing rules, and monitor activity.
.svg)
Agencies use their own brand while CallX™ powers the intelligence underneath.
.svg)
Track production by agent or agency, and tie payouts and bonuses to real performance data.
Platform foundation and initial infrastructure
Connecting agents with high-intent calls at scale
Advanced intelligent routing and telephony infrastructure
Complete agency operating system with real-time AI guidance
Medicare and financial plannin
markets
Full telephony replacement, deeper AI coaching, improved bidding and pacing logic
Multi-vertical support, carrier partnerships, advanced \ analytics
CallX™ becomes the operating system for call-based distribution across insurance and finance
.svg)
Monthly platform fee for agents and agencies accessing our routing, coaching, and analytics tools.
Margin on pay-per-call campaigns from media and affiliate sources connecting to our agent network.
.svg)
Fees for agencies that bring their own traffic and use CallX™ for routing and analytics.
Connect with our team to discuss the opportunity
.png)
