A lead comes in. The CRM answers first.
Ad leads, referrals, and web forms land in one place with the source attached. A plain-language text goes out within seconds to confirm interest and gather context, while it’s still warm.
CRM for Quade Alliance agents
Every lead followed up.
Every client kept.
The done-for-you CRM for life and health agents. Pipelines, one inbox, AI-assisted booking, and client nurture, configured for you and running from day one.
No contracts. No setup fee. Cancel anytime.
app.quadealliance.com/dashboard
Alliance CRMGood morning, JoshLast 30 days
New leads184+22%
Appointments61+9%
Apps submitted27+14%
Issued premium$41,280+31%
Life pipelineAll stages
New lead38
Contacted29
Booked21
Application14
Issued9
ActivityLive
New lead · Mortgage protectionFrom your ad · just now
Appointment booked · Term lifeTomorrow 10:00 · reminder sent
AI replied to Marcus R.“Would 4:30 today or 10 tomorrow work?”
Policy issued · Final expenseNurture journey started
New leadFacebook ad · 12s ago
BookedTue 10:00 AM
Runs on GoHighLevel
Built for life & health agents
Set up with you, not handed to you
Support included
How it works
From “new lead” to “issued”
without the busywork.
ConversationsMarcus Rivera · Mortgage protection
Hi, I filled out the form about life coverage for my mortgage.
AI · Alliance CRMHi Marcus, thanks for reaching out. Are you mainly protecting the mortgage, income for family, or both?
Both. We just had our second child.
AI · Alliance CRMCongrats. Josh can walk you through simple level-premium options. Would today at 4:30 or tomorrow at 10:00 work better?
Tomorrow at 10.
Appointment booked · Tue 10:00 AM · reminder scheduled
CalendarTuesday
9:00
10:00
Marcus RiveraMortgage protection · booked by AI
11:00
Dana WhitfieldTerm life · follow-up
12:00
1:00
Ray & Linda OrtizFinal expense · application
2:00
Reminder sent3 appointments confirmed
OpportunitiesLife pipeline
Contacted 7
Tasha M.Term · $48/mo
Bill H.FEX · $71/mo
Priya S.IUL
Booked 5
Marcus R.MP · Tue 10:00
Dana W.Term · Tue 11:00
Application 4
Ortiz familyFEX · submitted
Kevin L.Term · pending
Issued 3
Angela P.$92/mo · nurture on
Sam D.$56/mo · nurture on
AutomationClient nurture · running
Policy issuedTrigger
Welcome + policy recapDay 1 · email
Referral askDay 30 · text
Beneficiary check-inMonth 6 · text
Annual reviewMonth 12 · task + text
142 clients in journeyNext touch: 9:00 AM tomorrow
AI-assisted booking puts it on your calendar.
The system qualifies intent, offers real times from your calendar, confirms, reminds, and helps recover no-shows. You step in whenever a conversation needs a human.
Every lead sits in a pipeline you can see.
Stages built for life and health sales, from contacted to booked to application to issued. Nothing lives in a notes app or a memory.
After the policy is issued, the relationship keeps going.
Annual reviews, beneficiary check-ins, referral asks, and cross-sell prompts run on a schedule, so clients hear from you before they hear from someone else.
Inside the CRM
Real screens, not a feature list.
Everything below is included. Nothing below is an add-on.
Unified inboxSMS, email, calls, voicemail, social
MR
Marcus RiveraTomorrow at 10 works.
2mDW
Dana WhitfieldCan you resend the quote?
18mRO
Ray OrtizVoicemail · 0:42
1hPS
Priya ShahEmail · Application docs
3hSmart contact recordSource, product, next step
MR
Marcus RiveraLead source: Facebook ad · Mortgage protection
Next stepDiscovery call · Tue 10:00
Power dialerCall lists, drops, logging
14calls left
Connected 6Voicemail drop 5Callback set 3
ReportingWhere every opportunity sits
$41,280issued premium31%vs last month
AutomationsReady-made, editable
- New lead instant text
- Missed-call text back
- Appointment reminders
- No-show recovery
- Annual review campaign
Product snapshotsRequest a vertical, we install it
Term lifeMortgage protectionFinal expenseIULAnnuitiesACAPrivate health
$97per month, flat
1plan, everything included
0setup fees or contracts
100%of conversations logged
Done-for-you onboarding
You get the system set up with you.
Most CRMs fail because they never get configured. Alliance CRM is built to shorten that path.
- 1Compliance and phone setup
Guided business registration, a dedicated number, and messaging compliance so your texts land instead of getting filtered.
- 2Launch walkthrough
Learn your pipelines, inbox, calendar, automations, and reporting with training built around how you actually sell.
- 3Support after setup
Tickets and scheduled help sessions when you need a workflow, campaign, or setting changed.
Pricing
One flat rate. Cancel anytime.
Everything on this page is included. Usage (texts, calls, email) is pay-as-you-go on top.
Alliance CRM$97/ month
$989/ year about $82 a month
- GoHighLevel-based CRM workspace✓
- Life & health pipelines and opportunity tracking✓
- Unified inbox for every conversation✓
- AI-assisted appointment booking workflows✓
- Calendars, forms, automations, reporting✓
- Done-for-you onboarding and launch walkthrough✓
- Support and future workflow changes✓
- Setup fee$0
- ContractNone
Pay-as-you-go usage
Buy usage credit in any amount and refill when needed. Rates below are what you’re charged.
Texts$0.01per segment · $10 ≈ 1,000
Outbound calls$0.0168per minute · 30 min ≈ $0.50
Inbound calls$0.0102per minute · 30 min ≈ $0.31
Email$0.001per email · $10 ≈ 10,000
Images or emojis in a text increase the per-segment cost.
FAQ
Questions, answered.
Who is Alliance CRM for?
Life and health insurance agents in the Quade Alliance who want a practical system for follow-up, appointments, pipeline, and client nurture, without hiring someone to run it.
Is this built on GoHighLevel?
Yes. Alliance CRM is a GoHighLevel-based CRM, configured and supported around how Quade Alliance agents sell.
What does onboarding include?
Phone number and compliance setup guidance, workflow configuration, pipeline orientation, a launch walkthrough, and support afterward, so you never start with an empty CRM.
Can it book appointments for me?
The AI-assisted booking workflows reply quickly, qualify interest, offer calendar times, and send reminders. You can step into any conversation whenever it needs a human touch.
How do I cancel?
Email support and your plan ends at the close of the current billing period. There are no contracts, and the terms explain the no-refund policy for periods already paid.
What products can I manage in it?
Term life, mortgage protection, final expense, IUL, annuities, and health products including ACA and private health. Request a vertical and we install the snapshot for you.
Get a CRM you’ll actually use.
Sales motion, automation, and follow-up in one place, set up with you.
Get started, $97/month →