RiseGen Pro

An Insurance Agent CRM Built Around the Lead Workflow

RiseGen gives insurance agents a free CRM for organizing prospects, tracking applications and sales, and managing lead activity. RiseGen Pro adds premium communication, quoting and underwriting tools for agents who want more of the workflow in one platform.

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Keep lead follow-up organized

Every RiseGen account includes CRM and lead management so agents can manage contacts and activity without relying on disconnected spreadsheets and apps.

Add calling and texting with RiseGen Pro

RiseGen Pro adds premium communication tools designed for day-to-day agent prospecting and follow-up.

CRM contact and lead management
Outbound calling
Two-way SMS messaging
Communication history
Usage tracking
Dedicated business number

Connect CRM activity to the rest of your business

RiseGen connects CRM activity with lead ordering, application and policy tracking, sales reporting and Production Planner. Pro adds quoting, underwriting and communication tools on top of the free workflow.

Start free and upgrade when you need more

Agents do not need a paid software subscription to create a RiseGen account, use the core CRM or purchase eligible lead products. RiseGen Pro is available for agents who want premium communication, quoting and underwriting tools.

Documented RiseGen Results

What agents reported.

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More contacts, follow-ups and a second order

Seth spoke with both of his first two prospects, scheduled follow-ups, placed a second 20-lead order, and later reported substantially better contact results. He called RiseGen's calendar functionality brilliant and thanked the team for the MAX integration.

Seth Stormer

Retirement Specialist

Frequently Asked Questions

Does RiseGen have a CRM for insurance agents?

Yes. CRM, lead management, application tracking and sales tracking are included with RiseGen Free.

Does RiseGen Pro include calling and texting?

Yes. RiseGen Pro includes outbound calling and two-way SMS capabilities, along with communication history and usage tracking.

Do I have to subscribe to RiseGen Pro to buy RiseGen leads?

No. Agents can create a free account and purchase eligible RiseGen lead products without subscribing to Pro.

Put your lead workflow in one place

Create a free RiseGen account to explore lead ordering and the tools available to insurance agents.

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