CallBack CRM
CallBack CRM is an AI-powered customer relationship management platform built for life, health, Medicare, and property and casualty insurance agents.
What CallBack CRM is
CallBack CRM is an AI-powered customer relationship management platform built for life, health, Medicare, and property and casualty insurance agents. It organizes leads in product-specific pipelines with lead scoring, contact logs, notes, task assignment, and round-robin routing. Its AI engine is described as following up with new leads within 60 seconds, at any hour, by SMS, email, or voicemail drop. Other communications tools include email campaigns, a unified inbox, and social messaging. The wider platform spans more than 50 features across CRM, marketing automation, communications, digital signatures, invoicing, websites, forms, calendars, and a mobile app. Listed integrations include Zapier, Zoom, Meta Ads, Google Ads, APIs, and webhooks. You can use the browser app without installing software or choose apps for iOS, Android, Windows, macOS, or Linux. Professional is listed at $97 a month, with a 14-day free trial; SMS, email, and AI usage incur wholesale-rate charges on top of platform access. CallBack says it is not a HIPAA Business Associate by default; PHI processing requires a separate agreement.
Good
- Insurance-specific pipelines cover multiple product lines.
- AI follow-up supports SMS, email, or voicemail drops.
- Lists apps for mobile, desktop, and browser.
- 14-day free trial is available.
Watch out
- No free plan is listed.
- Usage charges for SMS, email, and AI are extra.
- HIPAA Business Associate status requires a separate agreement.
Who it suits
CallBack CRM suits insurance agents and agencies that need product-specific lead pipelines and automated follow-up. Its listed mobile, desktop, and browser access can serve teams using different devices.
Verdict
CallBack CRM combines insurance lead management with automated outreach and a broad set of communication tools. Consider the separate usage charges and the agreement required for PHI processing when assessing fit.
Plans and prices
From CallBack CRM's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Professional | $97 a month | 14-day free trial · unlimited team members · unlimited insurance contacts · multi-product pipelines for Life, Health, Medicare, P&C · SMS, email, and AI usage billed at wholesale rates · $97/month; homepage also shows $127 above the $97 price, without labeling its billing period |
| Enterprise | Priced on request | For large organizations, IMOs, FMOs, and agency owners · hierarchical permissions · gray-label options · scalable discounts · automated lead routing and round-robin distribution · Custom IMO/FMO pricing |
The facts
Each one read from CallBack CRM's own pages, with the date it was checked.
What it does
- Automated follow-up
- Its AI engine sends follow-up through SMS, email, or voicemail drop and is described as responding to new leads within 60 seconds, 24/7.checked 30 Sep 2026
- Broader feature set
- CallBack says its platform includes more than 50 features spanning CRM, marketing automation, communications, AI, digital signatures, invoicing, websites, forms, calendars, and a mobile app.checked 30 Sep 2026
- Communications
- The platform lists email campaigns, SMS, a unified inbox, voicemail drops, and social media messaging among its features.checked 30 Sep 2026
- Desktop and mobile
- The site lists mobile apps for iOS and Android and desktop apps for Windows, macOS, and Linux.checked 30 Sep 2026
- HIPAA
- CallBack says it is not a HIPAA Business Associate by default; PHI processing is addressed when a separate Business Associate Agreement is executed.checked 30 Sep 2026
- Integrations
- The maker's site lists Zapier, Zoom, Meta Ads, Google Ads, and API and webhooks under Integrations.checked 30 Sep 2026
- Lead pipeline
- The CRM offers custom pipeline stages for life, health, Medicare, and P&C products, lead scoring, contact logs, notes, task assignment, and round-robin routing.checked 30 Sep 2026
- Privacy and security
- CallBack says it has measures designed to protect information but does not guarantee information security in transmission or storage.checked 30 Sep 2026
- Purpose
- CallBack describes itself as an AI-powered CRM built for life, health, and P&C insurance agents.checked 30 Sep 2026
- Support
- The site offers one-on-one demos and links to a support center for customization and technical help.checked 30 Sep 2026
- Usage charges
- The maker says SMS, email, and AI usage are billed at wholesale rates on top of platform access; its fees page lists usage-based rates for phone, email, and AI services.checked 30 Sep 2026
- Web access
- The web app runs in a browser, requires no download or installation, and is listed for Chrome, Safari, Firefox, and Edge.checked 30 Sep 2026
The company
- Company
- The privacy policy identifies CallBack as CallBack LLC, a New Mexico limited liability company.checked 30 Sep 2026
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