Close more policies.
Automate the
loops in between.
Bindloops is the operating system for modern insurance agencies. CRM, AI-powered automations, an AI assistant on every call, Sofía — your AI voice receptionist — and an academy with a license exam simulator for 50 states + DC. All in one place, under your brand.
Powering insurance agencies across LATAM and the US
Six modules.
One platform.
Activate what you need today. Add the rest as you grow. Every module shares the same data, the same agent, the same client — no integrations, no data silos.
Bindloops CRM
Three pipelines (Life, Health, Annuities), semantic-color kanban, hybrid lead scoring, per-contact timeline, TCPA consent built in. Built for how producers actually sell.
Explore Crm →Bindloops Voice
Native softphone (WebRTC + Twilio) with a real-time AI assistant: live transcription and objection suggestions on screen. Plus Sofía, your AI voice receptionist answering 24/7.
Explore Voice →Bindloops Flow
Visual automation builder with "Create with AI": describe the flow and AI builds it. Triggers on new lead, tags, stages, lifecycle. WhatsApp, SMS, email. Plus funnels and lead magnets with auto-branded PDFs.
Explore Flow →Bindloops Academy
Life & Health license exam simulator for 50 states + DC with real-exam mode and 1,200+ questions. AHIP prep, bilingual glossary with flashcards, personalized study plan, AEP/OEP certification tracker.
Explore Academy →Bindloops Compass
The financial app for your agency's end client: financial profile, debt payoff plan, family plan, and Plaid-connected accounts. Every client milestone flows back to your CRM as a warm signal.
Explore Compass →Bindloops Roleplay
AI voice bot that simulates real prospects. Your producers practice scripts and objection handling 24/7 — before calling actual leads. Coached, scored, ranked.
Explore Roleplay →Built to multiply your output.
Stop paying for six tools.
Start running on one OS.
Native multi-tenant
Each agency runs on its own isolated tenant with its own brand, domain, and data. Real white-label, not cosmetic.
AI baked in, not bolted on
Claude Sonnet powering live call copilot and content factory, Vapi for voice — all pre-integrated, no API keys to wire up.
Designed for the producer's day
Three pipelines per product line, a license exam simulator for 50 states + DC (no generic CRM has one), in-call coaching, post-call summary — every screen reflects how agents actually work.
Same data, every module
A lead from Compass lands in the CRM with full debt profile. A call in Voice updates the deal in real time. Academy progress informs lead routing. No silos.
Simple pricing.
No surprises.
Personalized demo. Optional Done-For-You. Cancel anytime.
Perfect for solo agents and small teams.
- 1 agent included
- 500 min calls / mo
- 1,000 WhatsApp messages
- 200 SMS
- CRM + Flow + Academy
- Standard support
- Courses, quizzes, glossary & flashcards
- 50+ state exam simulators + 7-day plan
- Completion certificate (Bindloops Academy brand)
The full OS for growing agencies.
- 5 agents included
- 5,000 min calls / mo
- 25,000 WhatsApp messages
- 5,000 SMS
- All 6 modules
- API access + audit export
- Priority support
- Everything in Starter, plus:
- AI Coach (24/7 insurance tutor)
- AI voice Role-Play: 10 sessions/agent per month
- Weak-topic Insights + team dashboard
- Certificate with your brand, signature & seal
White-label, SSO, and unlimited scale.
- 25 agents included
- 50,000 min calls / mo
- 250,000 WhatsApp messages
- 50,000 SMS
- All 6 modules
- White-label + custom domain
- SSO (SAML)
- Dedicated onboarding
- Everything in Pro, plus:
- Full white-label Academy (your brand everywhere)
- Role-Play: ~250 sessions/mo pool for the team
- Custom learning paths
- Advanced team analytics + export
30-day money-back guarantee. Cancel anytime.
Frequently asked questions
What is Bindloops?
Bindloops is an all-in-one platform for insurance agencies: CRM, AI softphone, multi-channel automation, a licensing academy, and a client financial app. It replaces 5 or 6 separate tools with one, built for licensed life and health producers.
Who is it for?
For solo agents, agencies of 5 to 25 producers, and IMO/FMOs with 50+ agents. Built specifically for licensed life and health sellers, not generic SaaS teams. Each agency runs as an isolated tenant with its own brand and data.
How is it different from GoHighLevel?
GoHighLevel is generic for any marketing agency. Bindloops is built for insurance: three pipelines (Life, Health, Annuities), state license tracking, TCPA and HIPAA compliance built in, a license exam simulator, and an AI copilot that knows IUL from Whole Life.
How much does it cost?
Three monthly plans: Starter $97 (1 agent), Pro $297 (5 agents, all 6 modules), Enterprise $997 (25 agents, white-label and SSO). Annual billing saves about 17%. Includes a 30-day money-back guarantee.
Both life and health?
Yes. Separate pipelines for Life, Health, and Annuities, covering all 8 products: term life, whole life, IUL, annuities, final expense, disability, ACA, and Medicare. The exam simulator and AI copilot understand the differences between each product.
Available in Spanish?
Yes. The entire platform is bilingual: the CRM, the Compass app, the academy with bilingual glossary, and voice role-play all work in both languages. Built for the US-Latino market, where many producers study in one language and sell in the other.
Ready to close the loop?
Personalized demo. Optional Done-For-You setup. Migrate your existing CRM in 24 hours.