Unified messaging
Texts, calls and emails land in one inbox with the full history attached to the contact.
Built for health insurance agentsFor health insurance agents
Work every lead. Keep every client.
Alpha CRM runs the follow-up, books the appointments, and keeps your book of business warm — so your day goes to selling policies instead of chasing people who already raised their hand.
Cancel anytime
No contracts, no setup fees
Onboarding course + Zoom setup call included
Private Health Pipeline
AI setter activeDay one
Pipelines, campaigns and automations are already built. You are not starting from an empty CRM.
Private health
A complete private health pipeline and campaign set, written for the sale — not generic sales software.
Guided setup
An onboarding course plus a Zoom consultation to get it configured the way you work.
$119 /mo
One flat subscription. No contract, no setup fee. Cancel anytime.
The platform
Everything you need to run the business, in one place.
Nine systems most agents duct-tape together from four tools. Alpha CRM ships them as one workspace, already wired to each other.
Contact management
Every lead, client and referral in one record — tagged by product, stage, source and renewal date.
Workflow automation
Speed-to-lead, task assignment and multi-touch nurture fire on their own the moment a lead comes in.
Analytics & reporting
See where deals stall, which source converts, and what your pipeline is actually worth this month.
Referral generation
Automated post-sale touchpoints ask for the referral at the moment the client is happiest — without you remembering.
AI appointment setter
AI works the conversation, handles the back-and-forth, and drops confirmed appointments on your calendar.
Campaign libraries
Grouped and ready to run: private health, appointments and calendars, client retention, plus a general workflow library. Edit them or use them as-is.
Pre-built sales pipelines
A full private health pipeline, already built — new lead through dialed, responded, discovery call, pitch call and closed sale, with no-show and re-engagement handled for you.
Support that answers
Submit a ticket inside the system, join a group support call on Zoom, or work through AO University. Real people who know the platform.
How it works
Four jobs you stop doing by hand.
AI appointment booking
Answer the 9:40 PM lead before it goes cold.
A lead comes in at 9:40 on a Saturday night. Alpha CRM texts them immediately, holds the conversation, answers the obvious questions, and books the appointment against your real calendar availability.
- Speed-to-lead texting the moment a form is submitted
- AI conversation that qualifies and books, then hands off to you
- Automatic reminders so fewer appointments go no-show
Unified communication
One inbox instead of four tabs and a legal pad.
Text, call and email threads sit in the same conversation, attached to the same contact record. You stop losing context between channels, and you stop double-touching the same lead.
- Full history on the record — every call, text and email
- Templates for the questions you answer every day
- Missed-call text-back, so a missed call doesn’t become a lost lead
Retention & referrals
Stay in front of the client after the sale closes.
Most agents write the policy and never speak to the client again until something goes wrong. Alpha CRM keeps the relationship warm on a schedule — check-ins, birthdays, renewal windows, and a referral ask timed to the moment the client is happiest.
- Post-sale sequences that run for the life of the policy
- Renewal and annual-review reminders before the window closes
- Referral requests that go out without you making the ask
Client journey tracking
See which stage is actually costing you.
Every stage from first touch to placed policy is tracked, so you can tell the difference between a lead problem, a contact-rate problem, and a closing problem. Then you fix the one that’s actually costing you.
- Stage-by-stage conversion across the whole pipeline
- Performance by lead source, so you stop paying for what isn’t working
- Cost per placed policy, broken out by where the lead came from
Sample view — illustrative numbers, not a performance claim.
Why this exists
Built by agents.
Built by agents.
Trusted by agents.
Alpha CRM isn’t generic software with an insurance skin on it. It was built by a team that works with health insurance agents every day — people who know the follow-ups you forget, the leads you overpay for, and the systems that slow you down.
That is why it ships simple, automated, and pointed at one thing: helping you write more policies while doing less busywork.
Getting started
Your account is set up for you.
You’re not handed a login and left to figure it out. Here’s exactly what happens after you sign up.
Sign up
Pick the plan, enter your details, and your Alpha CRM workspace is created with the private health build already loaded.
Take the onboarding course
Short, practical video lessons that walk you through the system feature by feature, at whatever pace suits you.
Get on a setup call
We schedule a Zoom consultation to configure the workspace around how you actually sell — and answer whatever the course didn’t.
Pricing
One subscription. Usage as you go.
A flat monthly fee for the platform, plus pay-as-you-go usage for the texts, calls and emails you actually send. No contract, no setup fee.
Dominate subscription
$119
/ month
No contracts. No setup fees. Cancel anytime.
- Your own Alpha CRM workspace
- A pre-built private health pipeline and campaign set
- AI appointment setting workflows
- Unified inbox, calendars, forms and automations
- Retention and referral automation
- Onboarding course plus a Zoom setup call
- Support tickets, group Zoom support calls and AO University
Cancel at least 24 hours before your next billing date. See Terms for the full policy.
Pay-as-you-go usage
Texts, calls and emails are billed on top of the subscription at the rates below.
SMS
$0.01 / segment
A segment is about 160 characters. $10 covers about 1,000 segments.
Outbound calls
$0.0168 / min
About $0.50 for a 30-minute call. $10 covers about 595 minutes.
Inbound calls
$0.0102 / min
About $0.31 for a 30-minute call. $10 covers about 980 minutes.
Email
$0.001 / email
$10 covers about 10,000 emails.
US rates. Adding images or emojis to a text message increases the number of segments, which increases the cost. Rates can vary by region.
FAQ
Questions agents actually ask.
The monthly subscription is fixed, but texts, calls and emails carry usage costs on top of it. Typical rates:
$0.01per SMS segment — about 160 characters. $10 covers about 1,000 segments.$0.0168per minute outbound — about $0.50 for a 30-minute call.$0.0102per minute inbound — about $0.31 for a 30-minute call.$0.001per email — $10 covers about 10,000 emails.
These are averages. Adding images or emojis to a text increases the segment count and therefore the cost.
Yes. When you sign up you get access to an onboarding course that walks you through the system. After the course we schedule a Zoom consultation to make sure everything is configured the way you need it.
Yes. A complete private health pipeline and its campaign set are already built when you log in, alongside libraries for appointments and calendars, client retention, and general workflows. You can run them as-is or edit them to match how you sell.
You can cancel anytime. To avoid being charged for the next billing period, cancel at least 24 hours before your upcoming billing cycle — you can submit the request inside your CRM under Settings → Billing, or email help@thealphacrm.com. Alpha CRM operates a no-refund policy on completed charges; the full terms are in the Terms & Conditions.
Three ways. Submit a support ticket from inside the system, book onto a group support call on Zoom (first come, first served), or work through the AO University training library. You can also reach the team at help@thealphacrm.com.
Stop losing deals to your own follow-up.
Get the workspace, the pre-built private health system, the onboarding course, and a setup call — for $119 a month.
No contracts. Cancel anytime. Questions: info@thealphacrm.com