Bindloops replaces the CRM, automation, AI telephony, and academy that life insurance agencies pay five separate apps for today. It is built for life and annuities (health coming soon), with TCPA compliance native and the architecture ready for HIPAA when health opens, in Spanish and English, and with agentic AI (Sofía and the on-call copilot) pre-integrated, not bolted on.
Everything you pay five apps for. In one.
Built for life & annuities (health coming soon)
Not a generic CRM in translation. Per-product pipelines (Life and Annuities today, Health coming soon) and the products you actually sell, from term to annuities.
Compliance-native
The Guardian checks every step — DOI, TCPA, Medicare, HIPAA — before it ships. The rulebook is not a PDF; it lives in the product.
Truly bilingual
Study in one language, sell in the other. CRM, academy, and client app work in English and Spanish, with no template translation.
Agentic AI, not bolted on
A copilot that listens to the call and suggests the close, a 24/7 voice receptionist, and a tutor that cites the lesson. Pre-integrated.
Built to sell in compliance.
Your clients are yours
We do not solicit, sell, or repurpose your contacts. Your data and your clients belong to you, in writing.
Compliant by design
TCPA consent tracking, PHI handled under agreement, and the Guardian reviewing every message before it ships.
Isolated and secure
Each agency runs in its own isolated tenant, with its own brand and data. Real white-label, not cosmetic.
Ready to close the loop?
1-on-1 onboarding and we help you migrate your current CRM in a day. The first month is charged up front. 30-day guarantee: if it is not for you, we refund everything.