Billing
For detailed billing information, head to Settings › Billing in the left-hand menu of Alliance CRM.
Support
Support Center
Everything you need to run Alliance CRM: help, training, billing, and new snapshots in one place.
Submit a Ticket
Reach the Alliance CRM support team for account help, questions, and fixes. Most tickets close within 1 business day.
Open the ticket formTraining & Onboarding
The step-by-step agent course that takes you from setup to booked appointments. Watch at your own pace, on your own time.
Start trainingBook a Support Call
Grab a screen share with the team to get unstuck fast. This is best for trickier issues that need a personal touch.
Book a timeRequest a Snapshot
Add Final Expense, Mortgage Protection, Term Life, IUL, Annuities, ACA, or Private Health to your account within 1 business day.
Choose a verticalCancel subscription
To cancel, submit a support ticket and we will take care of it. Heads up: when you cancel, you lose your phone number. It is released and cannot be recovered.