Independent agents · Solo shops
Beta price locked for as long as you're a customer.
- Full CRM with pipeline, tags, tasks, notes
- Browser dialer + SMS in one dashboard
- AI Expert Financial Analysis — unlimited runs
- Visual workflow builder + 7 starter templates
- Coverage Gap + IUL Tax Savings funnel calculators
- TCPA-compliant consent architecture
- STOP / START / HELP keyword automation
- CSV import from Redtail, AgencyBloc, GoHighLevel
- Personal analytics + weekly digest email
- Lead ingest API (per-agent keys, TCPA-gated)
- Direct access to the founder for support
14 days free. Card required to start. Cancel anytime.
Agencies · IMOs · 15+ agents
Priced against seat count + services layer. White-label + rev-share available.
- Everything in Beta
- Custom lead distribution (round-robin, weighted, geographic)
- Team pipeline + admin analytics + leaderboards
- White-label option (custom subdomain + brand)
- Dedicated onboarding + customer success manager
- Managed 10DLC brand + campaign registration
- Priority support + SLA
- Custom AI prompt tuning for your product mix
- Bulk seat provisioning
- Invoice billing available
Reply within one business day. Founder-led sales.
Prices in USD. Telnyx SMS + voice usage billed at pass-through cost (~$0.005/segment, ~$0.008/min).
The math behind $149.
What you replace
Redtail ($99) + PhoneBurner ($149) + AgencyBloc ($65-130) + a lead source. Typical solo agent stack: $400-500 per month.
What you save
Baseline savings of $250-350 per month, before you count time savings from having one platform instead of four that don't talk to each other.
What Beta means
The product is live and stable. We're still shipping fast, so you get the founder's ear, priority on requests, and $149 locked forever.
What Agency actually unlocks.
The Beta product is complete for individuals and small teams. Agency adds the operational layer that IMOs, BGAs, and 15+ agent shops actually need.
Custom lead distribution
Round-robin is the default in Beta. Agency plans get weighted routing, geographic filters, product-preference routing (e.g., only IUL leads to your IUL specialists), lead-quality tiers, and pause / resume controls per agent. Complete with a real-time hold audit for TCPA defense.
White-label + custom subdomain
Serve the CRM under yourcompany.com with your brand, colors, and logo. Your agents never see the AnchorLeads brand. Available on Agency plans; requires SOC 2 Type II conversation for enterprise buyers.
Managed 10DLC + carrier setup
We handle the brand registration with The Campaign Registry, the campaign submission, and the disclosure text approval. You do zero paperwork. Typical timeline: 5-15 business days end-to-end.
Custom AI prompt tuning
The Expert Financial Analysis prompt ships tuned for balanced L&H. If your book is 80% IUL, or 100% final expense, or annuity-heavy, we tune the reasoning framework, product suitability rules, and recommendation weighting for your book.
Onboarding + CSM
Dedicated onboarding lead migrates every agent from their current stack in one project. CSV imports, phone porting, workflow templates from your existing playbooks, and a 90-day check-in cadence with a real human.
Rev-share for IMOs
If your IMO recommends AnchorLeads to your contracted agents, we rev-share 20-25% on every seat under your banner, paid monthly. White-label required.
Common questions.
What does "Beta" mean?+
We're early — the platform is live, real customers are using it, but we're still shipping fast. Beta customers get direct access to the founder, priority on feature requests, and pricing locked at $149/user forever. When we exit Beta, list price goes up. Your rate does not.
Are there really no per-seat, per-message, or per-analysis limits?+
No usage-tier limits during Beta. Telnyx SMS and voice usage is passed through at cost (~$0.005 per SMS segment, ~$0.008 per minute). AI runs on our tab.
Can I cancel any time?+
Yes. No annual contract. Cancel from Settings; you keep read-only access for 30 days and can export everything to CSV.
When does the Beta end?+
When we have SOC 2 Type II and a stable 90-day feature freeze. Realistic estimate: 6-12 months. Beta customers keep their $149 rate through that transition and beyond.
What does the Agency plan include that Beta doesn't?+
The difference isn't features. Beta users get the same core product Agency users get. Agency layers on the operational stack: custom lead distribution logic (weighted, geographic, product-preference), white-label options, managed onboarding and 10DLC setup, dedicated support, and custom AI prompt tuning for your product mix. If you're running 15+ agents, we should talk.
What about Telnyx SMS + voice usage?+
Passed through at cost, billed monthly. A solo agent making 40 calls and 200 texts per day typically runs $30-45 per month on top of the plan. We show a real-time meter in Settings.
How does onboarding work?+
Beta customers: we email you within 24 hours, do a 20-minute walkthrough, and give you an admin-provisioned account (self-serve Stripe checkout ships shortly). Agencies: full onboarding process with migration from your existing tools.