01 / Records
Clients & policies
Keep leads, client details, policy information, notes and conversation history organized.
P7OS / CRM + AI services
Less chasing.
More follow-through.
Keep your leads, client records, appointments and next steps organized with the Phase 7 CRM. Practical tools and managed workflows for the work agents do every day.
For Phase 7 team members and independent agents exploring external access.
Lead & client managementManaged automationOnboarding & support
Built around your work
A clearer view of
your business.
Organize your activity in one place and build a consistent follow-up routine.
02 / Pipeline
See what comes next
Track prospects through your pipeline and keep follow-up tasks visible.
03 / Calendar
Appointments & tasks
Use calendars and task lists to plan your day and keep track of commitments.
04 / Follow-up
Managed workflows
Use configured workflows for follow-ups and reminders. Phase 7 manages workflow design, changes and administration.
05 / Getting started
Onboarding & guidance
Get help with setup, imports and everyday use, with training resources and practical support.
06 / AI
AI learning & options
Learn to use AI prompts and tools in your routine. Paid AI services and receptionist configurations are separate options.
A managed system
Tools with
clear expectations.
The CRM supports your activity. You remain responsible for accurate records, personal follow-up and the service you provide.
Messaging requires appropriate consent and any applicable registration or setup. Automation availability depends on the configuration agreed for your account.
Workflow use and workflow customization are different services. Custom design, integrations and additional setup should be scoped before work begins.
CRM + AI Implementation & Management
A defined scope.
A clear next step.
Professional setup and ongoing management for independent insurance professionals and agencies. Each package covers one business, one brand and one sub-account. We audit what you already have and agree on the work before activation.
Core
Implementation from $997
$100/month management
An organized foundation using standard Phase 7 templates.
- 1 user and 1 calendar
- Up to 2 forms and 2 standard workflows
- Branding, contact structure, essential fields and permissions
- One clean CSV import, up to 250 contacts
- Launch testing and recorded handoff
- 1 consolidated revision round
Monthly: basic maintenance and up to 20 minutes of support or minor adjustments.
Discuss Core ↗Pro
Implementation from $1,497
$197/month management
A connected CRM with scoped follow-up automation and chat AI.
- Up to 2 users, 2 calendars and 4 forms
- Up to 6 workflows total
- Lead/client routing plus recruiting intake
- One chat assistant, one approved knowledge source, up to 25 FAQs
- One supported native social connection
- One clean CSV import, up to 500 contacts
- Launch testing, handoff and 1 revision round
Monthly: maintenance and up to 45 minutes of support, minor changes or AI adjustments.
Discuss Pro ↗Elite
Implementation from $2,497
$297/month management
A scoped website, CRM and voice AI setup for a growing business.
- Up to 5 users, 3 calendars, 6 forms and 10 workflows total
- One template-based website, up to 5 pages, with coverage and recruiting paths
- Pro chat AI plus one voice assistant/Savita configuration for one business number
- One voice scheduling use case and up to 3 routing paths
- One Facebook page, Instagram business profile and existing Meta lead form connection
- One clean CSV import, up to 1,000 contacts
- Full agreed launch testing, handoff and 2 revision rounds
Monthly: maintenance and up to 90 minutes of support, adjustments, optimization or strategy discussion.
Discuss Elite ↗Limits are totals within each tier. A standard workflow covers one agreed process with up to 8 actions and 2 decision branches. More complex work receives a separate quote. Monthly time does not roll over. One consolidated revision round means one collected set of feedback on the approved scope.
Usage costs are separate.
Phone numbers, calls, SMS/MMS, email, AI/Voice AI, A2P registration and campaign fees, domains, advertising, taxes and other provider charges are separate from Phase 7 service fees. Usage is passed through at actual provider cost unless a different arrangement is agreed in writing. Review spending limits and billing responsibility before activation.
Support with clear boundaries.
Support is provided through a designated email/ticket channel, Monday–Friday excluding holidays. Target initial response: within 2 business days for Core and 1 business day for Pro or Elite. Resolution time depends on the issue. Monthly support and adjustment work uses the included time allowance.
New assistants, new workflows beyond scope, major redesigns, complex integrations, extensive data cleanup and advertising management are separate projects. Additional work is quoted before it begins: $150/hour in 30-minute increments or an agreed fixed project price. No automatic overage charges.
Customer-supplied content, clean data, access and required approvals must be ready before scheduling implementation. Third-party approvals can affect launch timing. Existing customer agreements remain in place unless separately amended.
Getting started
Audit. Agree. Implement.
1. Review your business
We inspect existing tools, data and automation, identify what works, and confirm the problem you want solved.
2. Approve a written scope
Review deliverables, limits, exclusions, fees, usage costs, support and ownership/cancellation arrangements before enrollment.
3. Build and verify
Complete the agreed setup, test your key inquiry and follow-up paths, and walk through your daily routine before acceptance.
An inquiry starts a scope discussion. It does not create a subscription or authorize a charge.
Questions agents ask.
Do I have to join Talented 10?
No. External agents can inquire about CRM access separately. Team membership and CRM access are different conversations.
Are calling, texting and AI included in the platform price?
Phone numbers, calling, SMS, email and paid AI can carry additional charges. Request a written breakdown of your plan, usage charges and any add-ons before enrolling.
Can I edit the automation workflows myself?
Phase 7 manages workflow design, editing and administration. Ask about a change or custom workflow so its scope and cost can be agreed first.
Can you help me bring my records into the CRM?
Imports are part of the onboarding conversation. Review your file format, data quality and setup needs with Phase 7 before transferring records. Do not send client medical, banking or identity information through a general inquiry.
How does the CRM support my growth?
Keep your leads organized, follow up consistently and make more time for personal conversations. The platform supports your selling and service activity; your daily effort and relationships drive your business.
Your next step
See how it fits your day.
Request a walkthrough or package assessment. Tell us which package interests you and what you want to improve. We’ll review your existing system before recommending a scope.
Already a client looking for policy help? Contact our service team ↗