Now Serving Insurance Professionals

The Growth Intelligence Platform Built for Insurance Professionals

Automate your pipeline, accelerate client acquisition, and scale your agency with AI-powered tools built specifically for modern insurance professionals.

3–5x
Faster lead follow-up
$397
Starting per month
48hr
Average go-live time
PinnaclePulse CRM
Live
142
Active Leads
38
Appts Booked
91%
SMS Open Rate
New lead captured from web form
2m ago
SMS follow-up sequence triggered
4m ago
Appointment confirmed — Dr. Martinez
11m ago
Review request sent to 12 clients
18m ago

Trusted by professionals using these platforms

GoHighLevel
Stripe
Calendly
Twilio SMS
Mailgun

Everything Your Agency Needs to Scale

Built on GoHighLevel infrastructure. Configured and managed by PinnaclePulse specialists so you focus on closing, not configuring.

🎯
AI-Powered CRM
Full pipeline management with automated lead routing, contact tagging, and stage progression built to your workflow.
💬
SMS Outreach Automation
A2P-compliant SMS campaigns with 3 to 5 touch follow-up sequences deployed and ready to activate from day one.
📅
Appointment Booking
Calendar integration with automated reminders and confirmation workflows that eliminate no-shows.
Reputation Management
Automated review request sequences that build your online reputation without lifting a finger. Available on Pro and above.
📧
Email Campaign Suite
Branded newsletter templates and email campaign structures built and loaded. Ready to deploy on your first send.
📊
Performance Dashboards
Real-time reporting on lead volume, conversion rates, campaign performance, and pipeline velocity.

Live in 48 Hours. Scaling in 30 Days.

Our onboarding specialists handle every technical detail. Your only job is to show up ready to grow.

1
Discovery Call
We map your current workflow, lead sources, and growth goals in a free 1-hour strategy session.
2
Account Build
Your dedicated specialist configures your CRM, deploys your snapshot, and builds your automation sequences.
3
Live Onboarding
We walk you through every system live on Zoom and hand you a written SOP before you leave the call.
4
Launch and Scale
Your pipeline goes live. Leads flow in. Automation runs. Monthly support keeps everything optimized.

One Platform. Three Tiers.

No hidden fees. No long-term contracts. Cancel with 30 days notice.

Starter
$397 /mo
One-time onboarding: $997
Best for independent insurance agents entering automation for the first time.
  • Full PinnaclePulse CRM
  • Up to 1,000 contacts
  • Prebuilt insurance snapshot deployed
  • SMS outreach and follow-up sequences
  • Appointment booking calendar
  • 2 hours on-demand support per month
  • Email support — 24hr response
  • 30-day post-onboarding check-in
Get Started
Enterprise
$1,197 /mo
One-time onboarding: $3,500
Best for agency owners and sub-agency network builders operating at scale.
  • Everything in Pro
  • Unlimited contacts
  • Fully custom automation suite
  • Sub-agency and multi-location support
  • Custom reporting dashboard
  • 6 hours on-demand support per month
  • Dedicated account manager
  • Monthly strategy and performance call
Get Started

Ready to Automate Your Pipeline and Start Scaling?

Book your free Discovery Strategy Session today. No commitment required.

Book Your Free Discovery Session

Tell us about your agency and goals. We will reach out within one business day to schedule your free 1-hour Discovery Strategy Session.

No obligation. No sales pressure.
1-hour strategy session, fully customized to your agency.
We build everything. You focus on closing.
Email us directly
hello@pinnaclepulse.ai
WHAT AGENTS ARE SAYING

Real Results from Real
Insurance Professionals

Independent agents and agency owners growing faster with PinnaclePulse.

★★★★★

"PinnaclePulse completely transformed how I run my agency. My pipeline is automated, leads are followed up within minutes, and I've closed 40% more policies since going live. The onboarding was seamless."

M
Marcus T.
Independent Agent — Miami, FL
★★★★★

"I was skeptical at first, but within 30 days we had our CRM dialed in, SMS campaigns running, and appointments booking automatically. We went from 12 to 31 new clients in the first month. Incredible."

S
Sandra R.
Agency Owner — Atlanta, GA
★★★★★

"The reputation management tools alone are worth every penny. We've collected 87 new reviews in 60 days. Combined with the lead automation, our agency has never grown this fast. Highly recommend."

D
David K.
Multi-Location Owner — Dallas, TX
★★★★★

"I used to spend hours every week chasing leads manually. Now my follow-up sequences run 24/7 and I wake up to booked appointments. The ROI is undeniable — best investment I've made in my agency."

J
Jennifer L.
P&C Agent — Phoenix, AZ
★★★★★

"Our specialist had us live in 48 hours just like they promised. Everything was built and configured — I didn't touch a single technical setting. Now I just close deals while the system does the rest."

R
Robert A.
Life & Health Agent — Chicago, IL
★★★★★

"The Enterprise tier is built for agencies like mine. The sub-agency support, custom dashboards, and dedicated account manager make scaling to multiple locations actually manageable. Game changer."

P
Patricia M.
Agency Network Owner — Houston, TX