AI-Powered CRM Built on Highlevel
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Designed specifically for insurance agents who want more appointments and less manual follow-up.
Trusted by agents generating thousands of leads per month
For Insurance Agents
Grow faster with an AI-powered business operating system built on HighLevel.
Automate follow-up, capture every conversation, and convert more inquiries into signed clients — all from one powerful dashboard designed for insurance agents.
$89/month • 30-day free trial • No contracts. Cancel any time.
No setup fees. Guided onboarding available for teams and agencies.
Why Client Flow CRM
Everything you expect from HighLevel — without the clutter
Client Flow CRM is a streamlined, opinionated version of the HighLevel platform — tuned for agents who want powerful automation, clean reporting, and zero tech headaches.
Capture every lead, from every channel
Forms, landing pages, Facebook leads, website chats — all routes into a single pipeline so your team has one source of truth.
Automated follow-up that sounds human
Pre-built SMS and email sequences modeled after top-converting HighLevel deployments keep you top-of-mind without sounding robotic.
See what’s working in real time
Revenue, appointments, show-up rates, and response times — all visualized in simple dashboards anyone on the team can read at a glance.
Built for modern agents
Client Flow keeps every conversation moving forward
Whether you’re running solo or managing a team of producers, Client Flow CRM gives you the same HighLevel-grade infrastructure that tools like Lead2Client and CallbackCRM use — without forcing you to be a full-time tech admin.
- Route new inquiries to the right agent automatically
- Trigger instant SMS and email follow-ups
- Log every call, text, and email in one timeline
- Book appointments without back-and-forth
- Track conversion from lead to closed client
Already using another CRM? We’ll help you migrate your pipelines, contacts, and automations into Client Flow so you can hit the ground running.
A day in the life with Client Flow CRM
Morning
Log in, see every new lead that came in overnight, and which follow-up step they’re on — all color-coded in your pipeline.
Afternoon
Client Flow automatically follows up with no-shows, nurtures colder leads, and keeps your calendar full of qualified appointments.
Evening
Check your dashboard for how many clients moved forward, which campaigns drove them, and where to focus tomorrow.
And if you ever get stuck, our team is one email away at [email protected] — we live in this system every day.
Everything Client Flow Automates For You
Lead capture from forms & ads
AI follow-up texts and emails
Automatic appointment sched
Unified conversation inbox
Pipeline Tracking
Tracking performance dashboards
Simple, transparent pricing
One plan. Everything included.
No contracts. Month-to-month. Cancel any time before your next billing date.
Client Flow CRM
Everything you need to capture, nurture, and close clients with HighLevel-grade automation.
- Unlimited pipelines & opportunities
- Automated SMS & email follow-up
- Calendar & appointment booking
- Unified inbox for calls, texts & email
- Dashboards & conversion reporting
- Access for your full team of agents
$89/month
30-day free trial. Then billed monthly. No refunds on processed monthly charges.
Have questions before you start? Email [email protected].
Questions, answered
FAQ about Client Flow CRM
If you don’t see your question here, reach out any time at [email protected] and we’ll get back to you quickly.
What exactly is Client Flow CRM?
Client Flow CRM is an AI-powered CRM built on the HighLevel platform and designed specifically for insurance agents. It helps you capture leads, automate follow-up, manage pipelines, and book appointments — all from one simple dashboard. Everything is pre-configured so you can focus on closing business instead of managing technology.
How does the 30-day free trial work?
When you sign up, you get full access to Client Flow CRM for 30 days at no cost. You can build pipelines, automate follow-ups, and invite your team to use the platform. If you choose to continue, your card will be billed $89/month after the trial ends. You can cancel anytime before the trial ends and you won’t be charged.
Is there a contract or long-term commitment?
No. Client Flow CRM is month-to-month with no contracts or long-term commitments. You can cancel at any time and your account will remain active until the end of your current billing period.
What is your refund and cancellation policy?
Because system resources are allocated to each active account, monthly payments are non-refundable once processed. However, you can cancel anytime and you will not be billed again after your current billing cycle ends.
Can you help migrate me from another CRM?
Yes. If you’re currently using another CRM, we can help guide you through migrating contacts, pipelines, and basic automations into Client Flow CRM so you can get up and running quickly.
Who is Cleint Flow CRM best for?
Client Flow CRM is built for insurance agents, agencies, and teams who want a simple system to manage leads, automate follow-ups, and book more appointments without needing a full-time tech team.
Plain-language policies
We keep our terms simple and transparent so you always know what to expect from Client Flow CRM.
Key points at a glance
- Client Flow CRM is offered on a month-to-month subscription.
- Your subscription is currently priced at $89/month after a 30-day free trial.
- There are no long-term contracts or minimum commitments.
- You may cancel at any time, and your access will continue through the end of the current billing period.
- There are no refunds for monthly charges that have already been processed.
- By using Client Flow CRM you agree to our Terms & Conditions and Privacy Policy.
You can review the full legal details at any time below:
Client Flow CRM is a technology platform operated by Coury Insurance Group LLC.
Legal
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