Simplywork CRM

SimplyWork CRM

Revolutionizing the insurance business.

Taking pride in offering our agents more than just a system and a set of leads.

$147/mo + $100 one-time setup fee

Revolutionary Features.

Our team of experts works closely with clients to develop effective solutions that not only generate leads but also enhance overall business performance. We offer a wide range of services including marketing, sales, and customer service strategies. Our goal is to help our agents achieve success and growth over the long-term, rather than just providing a temporary fix. Trust us to take your business to the next level.

Team Management

Each agent at Simplywork is paired with an experienced upline mentor who provides personalized guidance. These uplines help agents with everything from lead generation to closing deals, tailoring strategies based on the agent’s strengths. Whether new or seasoned, agents benefit from hands-on support that boosts their success and client results.

Lead Servicing

Managing leads can eat up valuable time, so we created a service to handle it for you. Our trained Simplywork specialists take care of your lead management efficiently and professionally. This frees you up to focus on growing your business while we handle the busy work.

Lead Scrubbing

We pride ourselves on delivering high-quality, legally sourced leads every week. Each lead is carefully verified for accuracy and authenticity from trusted channels. With our consistent and reliable lead supply, you can focus on growing your business with confidence.

Carrier List

Finding the right carrier can be overwhelming, but our system makes it easy. We’ve compiled a comprehensive list to simplify your search and save you time. With our resources, you can quickly find the best fit for your business needs.

Why Simplywork ?

Built by insurance agents, for insurance agents — a CRM designed with real industry insight.

Personalized Marketing Campaigns

After extensive brainstorming and analysis, our team of strategists has managed to develop a campaign that is certain to deliver the desired results. We understand the importance of having a well-crafted message that resonates with your target audience while also targeting your goals and objectives. Our team has approached this challenge head-on and utilized their vast experience to devise a foolproof plan. With our tried-and-tested methodology, we are confident in our ability to create a successful campaign that will meet and exceed your expectations.

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Intuitive Automation

We recognize the invaluable knowledge and expertise of our agents, who have accumulated years of experience working in the field. We understand the importance of building a system that enables them to work as efficiently and as effectively as possible. With this in mind, our developers have gathered all the successful processes that our agents have used over the years and have crafted an intuitive system that incorporates them. We are proud to offer a cutting-edge system that empowers our agents to provide the best service possible.

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Comprehensive Live Support

We understand that embarking on any kind of journey, whether it's personal or professional, can be overwhelming. That's why we offer comprehensive live support to help you through every step. Our team of experts is dedicated to providing the guidance and assistance you need to make your journey a success. Whether you need help getting started, troubleshooting issues, or simply want someone to talk to, our support team is here for you. You can count on our professionalism and expertise to help you navigate any challenges that arise along the way. With our expert guidance and comprehensive support, you can feel confident that you have what it takes to succeed.

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Cost Effective

Simplywork CRM is dedicated to providing businesses with a comprehensive platform that includes all the necessary features for efficient and streamlined operations. They understand the value of reliable solutions and are committed to delivering all-inclusive services that save businesses time, money, and the hassle of navigating multiple platforms. Simplywork CRM tirelessly works to gather all the essential features that are needed to support businesses, so that you won't have to pay for external services or invest in other costly software. By using Simplywork CRM, businesses can optimize their productivity and keep the focus on growth and success.

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Never worry about compliance again!

We understand that legal compliance can be complex and challenging, but we believe that it is essential for ensuring the satisfaction and protection of our clients. That’s why we take the extra step of going above and beyond when it comes to legal compliance. By staying on top of the game and getting on top of legalities, we are able to provide our clients with the highest quality service and the peace of mind that comes with knowing that their needs are being met in the most professional and legal manner possible.

Lead Servicing

It's crucial to ensure that the information you receive and share with others is authenticated and relevant. At our organization, we take the authenticity and relevance of all your data seriously. Our team conducts an exhaustive review of information to authenticate its accuracy and relevance before plugging it into the system. We understand how detrimental it can be for individuals and organizations to rely on non-validated information. That's why we invest time and effort into validating your data to provide high-quality, reliable information that you can trust.

SMS & Email Delivery Monitoring

We take great pride in ensuring that your sms and email deliveries are fully compliant with all applicable laws and regulations. Our team of experts works tirelessly to monitor every aspect of your messaging delivery, to ensure that your messages are not flagged as spam or malicious content. With our advanced technology and sophisticated tracking systems, you can rest assured that your communications will be delivered safely and securely, without any risk of being flagged or blocked.

Contracting

As an insurance broker, staying informed about legal changes and updates from insurance carriers is essential to serving your clients effectively. By keeping up-to-date with changes in laws and regulations, you can provide the best options and advice to your clients and help them make informed decisions about their coverage. Additionally, staying informed can help you avoid any legal issues or complications that may arise. By doing your due diligence and staying informed, you can provide top-notch service and build trust with your clients, which is crucial in the insurance industry.

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With 2000+ Applications

Seamless Integrations.

We understand that your business relies on a range of apps and tools to streamline your operations, and we don’t want you to feel like you have to let go of any of them. With our expert knowledge and experience, we can seamlessly connect your software and ensure that everything works together as it should.

$147/mo + $100 one-time setup fee

No Limit access

Unlimited Creatives.
Contents

Website Templates

Accessing unlimited website responsive templates. With these templates, creating a website is made significantly easier – simply choose a design which meets your needs and start customizing. These templates are not only time-efficient but cost-effective, making website development a feasible option for smaller businesses and individuals. By utilizing such resources, creating a website can be an enjoyable process, allowing you to focus on the content and functionality of the site without worrying about the design.

Funnels and Landing Pages

Whether you're promoting a new product or service, building your email list, or simply trying to capture leads, your landing page has to be engaging, informative, and easy to navigate. Unfortunately, not everyone has the design or coding skills required to create a high-quality landing page from scratch. That's where responsive templates come in. With access to unlimited landing page responsive templates, you can choose the perfect design and customize it to meet your unique needs. These templates are designed to be mobile-friendly and optimized for conversions, meaning you can be sure your landing page will look great on every device and help you achieve the results you're looking for.

Marketing Ads

As the marketing world evolves, businesses need to keep up with the rapid pace at which they can create and distribute their ad content. An efficient way to do this is through the use of marketing ad templates. Being able to access unlimited ad templates makes it easy to create professional and effective ads quickly. This means businesses can focus on the important challenge of developing clear and engaging messaging that will reach their target audience.

Forms & Surveys.

Managing leads effectively is key to the success of any business, but keeping track of their information can be a daunting task. Fortunately, with the help of modern technology, creating and storing leads’ details has become much easier. Our platform offers the ability to create unlimited forms and surveys, allowing you to collect all the necessary information from potential customers. More importantly, once this information is collected, our system will securely store it in one place, accessible at any time, so you never have to worry about losing it or misplacing it. This feature is guaranteed to save you time and provide you with a seamless process for effectively managing leads – letting you focus on growing your business.

Calendars & Appointment
Management

With so many different sources of information coming at us from all angles, it can be difficult to streamline all of our commitments into one cohesive calendar. That’s where a system of synchronized calendars comes in handy. By creating your own set of calendars – one for work, one for personal events, and perhaps one for your kids’ schedules – and syncing them together, you ensure that you have an overall look at all of your appointments in one place. This not only saves time, but it also allows you to approach your schedule with a level of calm and clarity that can be difficult to achieve otherwise.

$147/mo + $100 one-time setup fee

Powering Growth for Insurance Pros

Partnering with Elite Lead Generators

We collaborate with leading marketing agencies that specialize in the insurance industry. With today’s challenges in lead generation, our solution ensures you stay ahead — with quality leads, consistent delivery, and real-time drip campaigns.

$147/mo + $100 one-time setup fee

Get portability with

Mobile Application.

Whether you’re heading to a meeting or simply need to check a client’s details, having the ability to access your CRM from your phone is a game-changer. By downloading the app on your phone, you can manage your customer interactions, track sales and monitor lead generation all while away from your desk. Not only does this improve efficiency, it also ensures that you never miss an opportunity to connect with your clients. With the ability to access your CRM anywhere, anytime, you can take control of your business and stay ahead of the competition.

$147/mo + $100 one-time setup fee

Simplywork Base Plan.

Simplywork is an all-in-one tool that has everything you need to streamline your workflow and stay on top of your game. With its comprehensive suite of features, Simplywork simplifies and unifies all of your essential tasks, from developing ad campaigns to sending targeted marketing messages, making phone calls, and even closing deals.

GET SIMPLYWORK FOR ONLY

$147 / Monthly

+ $ 100 ONE-TIME IMPLEMENTATION FEE

$ 25 System Credit

*This will be used to make system phone calls, send emails and sms.

Add-On

Customize your plans with our seamless add-ons. Cancel anytime!

WAVV DIALER

$130 / Monthly

Access up to 90 phone numbers + spam protected
Local Presence
Team Reporting
Multi-line dialing (Dial Up To 3 People At A Time)
Timezone Protection
Whisper Mode (Great for Managers)

Imessage

$150 / Monthly

No A2P Registration Needed!
Designed for agents running fresh, real-time lead campaigns (leads drip in as they come)
Blast 6,000–10,000 iMessages & SMS per month
No per-text charges
No EIN required – anyone can start
Save $100–$300/month in texting fees (based on usage)
Boost your response rate by up to 30% with iMessage delivery

Perfect for top-producing agents generating $15K–$30K/month.

$147/mo + $100 one-time setup fee

2026

SimplyWork CRM

Lead Servicing

SMS & Email Delivery Monitoring

Contracting

Getting Started with SimplyworkCRM.

Onboarding Form

Pre-Onboarding Call

Setup

1-on-1 Walkthrough

Launch for Success