Ringy
A lead follow-up CRM with a built-in cloud softphone, texting and email drip campaigns, sold on one published plan and positioned for insurance agents working purchased leads. It covers the sales conversation rather than the book of business: vendor pages do not describe policy, commission or carrier records.
What it costs
One published plan, Ringy CRM, at $119 per month. It includes 1,000 outbound minutes and 1,000 outbound texts each month, with unused amounts rolling over; beyond that, outbound texts and outbound call minutes are $0.01 each, email is $0.001 per message, and each local number is $1 per month. Inbound SMS and calls and video meetings are free. Optional add-ons are published: Power Dialer +$70 per month, Call Scripting +$10 per month and AI Tools +$10 per month.
Trial and access: Free trial with self-serve signup; trial length is not stated on the pricing page.
Who it suits
- Phone-heavy agents and small teams working purchased leads
- Agencies that buy leads from vendors Ringy already integrates with
- Agents who keep policy records in a separate system and need a dialer and texting CRM on the front end
- Teams that want a published price and a trial before committing
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Not stated |
| Commission tracking | Not stated |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not stated |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | IncludedMetered usage |
| Integrated SMS | IncludedMetered usage |
| Integrated email | IncludedMetered usage |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Not stated |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not verified |
| Public API | Included |
| Integration marketplace | Via integration |
| White-label / rebranding | Not stated |
| Mobile app | Included |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Included |
| Free plan | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Calling, texting and email drip automation come in one plan, with a cloud softphone, call recording and local caller ID included.
- Price, included usage and every add-on are published, so the monthly cost can be estimated without a sales call.
- Named integrations with insurance lead vendors (Benepath, QuoteWizard, SmartFinancial, NextGen Leads and others) plus an API to post leads from any vendor.
- Native iOS and Android apps let agents take calls and reply to leads away from the desk.
Where it falls short
- Vendor pages describe no policy, renewal, commission, carrier or licensing records, so a separate system is still needed for the book of business.
- Usage beyond the included allowance is metered, and the power dialer is a $70 per month add-on, so heavy calling teams pay well above the base price.
- No health, ACA or Medicare quoting or enrollment tools are described.
- It is a general sales CRM with an insurance use case, not an insurance data model, so insurance-specific fields have to be set up by the agency.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- Ringy pricing page (plan, usage rates, add-ons, free trial)
- Ringy home page (feature overview)
- Ringy integrations page (API, Zapier, lead vendors, Google Calendar)
- Ringy mobile app page (iOS and Android)
- Ringy SMS page
- Ringy task automation page
- Ringy insights and reports page
- Ringy organize contacts page
- Ringy AI Tools add-on page
- Ringy insurance use case page
- Ringy Trust My Producer page
- Ringy Help Center
- Ringy sign-up page
Everything on this page traces back to one of these. Checked 2026-10-05.
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