ATIG RMS Logo

All-in-One

Insurance Agent

Relationship Management System

Grow Your Book of Business, Close More Deals, and Scale Effortlessly with ATIG’s Powerful RMS.

Struggling to manage leads, follow-ups, & client relationships?

ATIG’s Relationship Management System (RMS) takes the guesswork out of growing your insurance business.

Whether you're an independent agent or part of a team, our all-in-one platform helps you:

Automate outreach

Automate outreach with unlimited calls, texts, and emails.

nurture every lead

Simple and easy way to track and nurture every lead.

Grow your revenue

AI-driven projections & strategic campaigns.

Stop losing leads.
Start closing more deals.

Key Features & Benefits

  • Lead Store

    Buy exclusive, high-quality leads to keep your pipeline full.

  • Branding & Lead Generation Campaigns

    Build your presence and generate organic, free leads with proven marketing strategies.

  • Joint Work & Referral Partnerships

    Work directly with ATIG HQ and access 20+ referral partners to expand your opportunities.

  • Purchase Existing Books of Business

    Instantly grow your client base with access to pre-built books of business.

  • Recruitment Funnel

    Grow your agency by recruiting top talent with our automated hiring process.

  • CRM Built for Insurance Agents

    Manage all your contacts, policyholders, and prospects in one place.

  • Unlimited Dialer & Call Recording

    Make unlimited calls, track conversations, and follow up seamlessly.

  • Unlimited Text & Email Campaigns

    Automate follow-ups and stay top of mind with your clients.

  • AI-Based Training Reports

    Get insights on how to improve performance and boost conversions.

  • Revenue Projections

    Plan your commissions and forecast earnings with data-driven insights.

Plans & Prices

Individual Plans

Monthly

$ 347
/month
  • CRM
  • Unlimited Dialer
  • Unlimited Texts
  • Unlimited Emails
  • Call Recording
  • Nurture Campaigns
  • Recruitment Funnel
  • Revenue Projections
  • Organic Free Leads
  • Branding Campaigns
  • Lead Store
  • Purchase Existing Books of Business
  • Joint Work Opportunities with ATIG HQ
  • Access to over 20 referral partners
  • AI based proactive training reports

Annual

$ 3,600
/year
  • CRM
  • Unlimited Dialer
  • Unlimited Texts
  • Unlimited Emails
  • Call Recording
  • Nurture Campaigns
  • Recruitment Funnel
  • Revenue Projections
  • Organic Free Leads
  • Branding Campaigns
  • Lead Store
  • Purchase Existing Books of Business
  • Joint Work Opportunities with ATIG HQ
  • Access to over 20 referral partners
  • AI based proactive training reports
Save 13.5%

Agency Plans

Monthly

$ 997
/month
  • Bi-Weekly Manager Coaching Call
  • Includes Agency Manager + 5 Users ($299 per additional agent seat)
  • CRM
  • Unlimited Dialer
  • Unlimited Texts
  • Unlimited Emails
  • Call Recording
  • Nurture Campaigns
  • Recruitment Funnel
  • Revenue Projections
  • Organic Free Leads
  • Branding Campaigns
  • Lead Store
  • Purchase Existing Books of Business
  • Joint Work Opportunities with ATIG HQ
  • Access to over 20 referral partners
  • AI based proactive training reports

Annual

$ 9,999
/year
  • Bi-Weekly Manager Coaching Call
  • Includes Agency Manager + 5 Users ($299 per additional agent seat)
  • CRM
  • Unlimited Dialer
  • Unlimited Texts
  • Unlimited Emails
  • Call Recording
  • Nurture Campaigns
  • Recruitment Funnel
  • Revenue Projections
  • Organic Free Leads
  • Branding Campaigns
  • Lead Store
  • Purchase Existing Books of Business
  • Joint Work Opportunities with ATIG HQ
  • Access to over 20 referral partners
  • AI based proactive training reports
Save 16.4%

FAQs

Yes, unlike canned, white labeled CRMS, we built an ecosystem that marries all the functions of a crm, dialer, marketing with unlimited usage with the ability to deliver free leads, joint work opportunities, and a rewards program for agents. You may come in on the captive side, or as a broker.

Everyone has a CRM, but with the RMS you will have access to thousands of in-force clients, inbound organic leads at no cost, a lead store, a joint work environment, unlimited minutes, AI enhancements, and much more to eliinate the friction of doing business in the insurance space.

Once contracted with ATIG, we will give you a demo of the system.

You can cancel your subscription at any time. You will have access to your data until the end of your billing cycle.

One of the few systems that has internal tech support for all of the agents and brokers within it.

Ready to Scale Your Insurance Business?

Don’t let disorganized follow-ups and missed opportunities slow you down.
ATIG RMS
gives you the tools you need to automate, convert, and grow—faster.

Start Now & Watch Your Book of Business Thrive!