Velocity Pro vs Agent CRM
Agent CRM is sold to insurance agents and their downlines. Here is how Velocity Pro compares for an agency that sells by phone, with every fact about Agent CRM taken from its own pages.2
Facts checked on November 5, 2026
At a glance
| Velocity Pro | Agent CRM | |
|---|---|---|
| Price | Per agent: Copilot $99, Dialer $249 or the full platform $599 a month, plus a one-time $99 setup on the full platform | Starter $97 a month plus carrier fees; see their plans page for the higher plan12 |
| Calls and texts | Two local business numbers for calls and texts on every plan; no per-minute or per-text charges listed | "Carrier fees apply for SMS and calling services"2 |
| Power dialer | Queue, auto-dial, 2x and 3x dialing (a one-tap second and third dial), dispositions, notes and callbacks, in the app or ringing your cell | A power dialer on Starter; "Three-line power dialer available for call centers who need more"1 |
| Live coaching during the call | Live coaching on every call you make or answer: the next line on your screen when an objection lands | Not listed12 |
| AI voice agent | Maya, our AI receptionist, answers the calls you miss and texts you what happened, on every plan; on the full platform she dials and qualifies your leads for you | LOANNE, an AI virtual receptionist that answers new leads, books appointments and handles inbound calls, on its own monthly subscription3 |
| AI for messages | Texting on every lead with replies drafted for you; Vel answers from your own leads, calls and texts | AgentAI answers incoming questions by email, text or social profiles1 |
| Your team | Assign leads and move a book from one agent to another, with the whole team live in Venture | Lead distribution to agents on your downline2 |
| Recruiting | Every agent has a recruiting link and QR code, and each recruit's stage moves on its own from first contact to licensed to contracted | "Recruitment automations"2 |
| Ads and leads | Pulse runs ads in your area that ring your phone, built with Vel and checked before they run (add-on); Signals finds people asking about coverage in public posts | Ad support, ad templates, daily ad reviews and an ad launcher on the higher plan1 |
| Booking | Your booking page and advisor card, live the day you join | A native booking tool2 |
| Spanish | The whole dialer in Spanish with one tap, Vel in Spanish, and a Spanish speaker's words in English as they talk | Pre-built marketing assets in English and Spanish2 |
| Contract and trial | Month to month, cancel anytime; the Dialer is free for 5 days and Copilot for 7 | 14-day free trial on Starter; "Downgrade any time" on the higher plan1 |
"Not listed" means we did not find it on that company's own pages on November 5, 2026. If that is wrong, tell us and we will fix it.
Who Velocity Pro is for
- Insurance agencies that sell by phone and want the dialer, live coaching, follow-up and the team in one system, ready the day they start.
- Agency owners and team leaders who want to see the whole floor live and step into any call.
- Agents who want help on the call itself, not just more dials, in English or Spanish.
What Velocity Pro does
- Live coaching on every call you make or answer: the next line on your screen when an objection lands, and a worksheet for sales, health and Medicare that fills itself.
- The power dialer: queue, auto-dial, 2x and 3x dialing, dispositions, notes and callbacks, in the app or ringing your cell.
- Maya, our AI receptionist: she answers the calls you miss, finds out who called and why, and texts you what happened. On the full platform she dials and qualifies your leads for you.
- Vel, your AI assistant: a morning brief, answers about your own leads, calls and texts, and the next step on screen.
- Venture, your team live: one floor showing who is dialing, on a call or needs help. Listen in, talk to your agent only, or join; Ask my upline; power hours, trainings and open houses.
- Recruiting: every agent has a recruiting link and QR code, and each recruit's stage moves on its own from first contact to licensed to contracted.
- Signals finds people asking about coverage in public posts and hands you the first line to send; Pulse runs ads in your area that ring your phone (add-on).
- The CRM: every lead, your pipeline by stage, the territory map, and your own text and email campaigns (full platform).
- Vel Meetings: move a live call to face-to-face video.
- Your booking page and advisor card, live the day you join.
- English and Spanish, month to month, and your book is yours to export any time.
Copilot $99 · Dialer $249 · Full platform $599 a month per agent, plus a one-time $99 setup on the full platform (waived for current Copilot and Dialer members) · month to month, cancel anytime.
Questions
Does Agent CRM have live AI coaching?
Live AI call coaching is not listed on Agent CRM's plans or home page. Velocity Pro coaches on every call you make or answer, with the next line on your screen when an objection lands.
Is an AI receptionist included?
In Velocity Pro, yes: Maya answers the calls you miss on every plan and texts you what happened, and on the full platform she dials and qualifies your leads. Agent CRM lists LOANNE, its voice AI, on its own monthly subscription.
How do I move my agency over?
Book a walkthrough. Our team brings your hierarchy over from a spreadsheet, uplines and all, and your agents bring their leads by pasting a list or uploading a spreadsheet.
Sources
Facts checked on November 5, 2026, on each company's own pages. Prices and features change; confirm on each company's site.
See Velocity Pro run your agency.
Agency owners and team leaders: book a walkthrough with our team. Agents: talk to Vel, our AI, about the full platform.