
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
-
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
-
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
Agency Plans
Monthly
-
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
Purchase Here.
Annual
-
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
Purchase Here.
FAQs
Do I have to be an ATIG Agent to use the ATIG RMS?
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.
How is ATIG RMS different from a regular CRM?
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.
Can I try it before committing?
Once contracted with ATIG, we will give you a demo of the system.
What if I want to cancel my subscription?
You can cancel your subscription at any time. You will have access to your data until the end of your billing cycle.
Is support available?
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?
ATIG RMS gives you the tools you need to automate, convert, and grow—faster.
Start Now & Watch Your Book of Business Thrive!