Solo
For the independent agent or broker.
$39per user / month
Includes
- 1 user
- WINA daily brief and one-click tasks
- Leads, pipeline and lead pages
- Renewal and birthday reminders
- 2 lead sources with webhook
The CRM for insurance agents
A CRM so simple you just sell.
For insurance agencies, brokers and the networks behind them. Built around leads, sales and retention, with WINA telling you what to do next.
SOC 2 Type II compliant
The product
See it in action.
Screens captured from WinaVela with sample data.
Built around what an agency does
Leads, sales, retention. Nothing else gets in the way.
Three jobs organize the whole app, so a new agent knows where to click on day one.
Leads
Every lead provider feeds one queue.
- Webhook with a separate API key per lead source
- Duplicates recognized by the provider's own ID
- Full lead page: documents, activity, tasks, reminders and notes
- Every lead scored and ranked Hot, Warm or Cold — untouched for 7 days, it is flagged going cold
Sales
Individuals, businesses and group plans.
- Business clients with sites, contacts, EIN and employee count
- Group plan member enrollment and endorsement history
- Pipeline and search scoped to each agent's own book
Retention
Renewals and birthdays never slip.
- Renewal, birthday and seasonal suggestions on the home screen
- One click opens a campaign pre-filled with the real recipients
- Cross-sell and at-risk clients surfaced on their own, with the next policy to offer
- Commissions tracked with every policy
Why simple sells
A CRM people actually open is a CRM that pays.
Most CRMs fail because nobody wants to feed them. WinaVela does the remembering for you: what to do, when to do it, and the click that gets it done.
What to doNever wonder where to start.
WINA ranks who to call first and flags the deals at risk, so the day begins with an answer instead of a list.
When to do itThe right task, on the right day.
Follow-ups, renewals and birthdays surface when they matter, before a lead goes cold or a client shops around.
Done in one clickNo re-typing, no screen hopping.
Turn any suggestion into a task or a pre-filled campaign and get back to talking to people.
7x
more likely to qualify a lead when you respond within the first hour.
Harvard Business Review34%
higher sales productivity, at best, reported by teams using a CRM.
Salesforce8–14%
shorter sales cycles with a well-adopted CRM.
Nucleus Research25–95%
more profit from a 5% gain in customer retention, depending on the industry.
Bain & CompanyIndustry research, not WinaVela customer results. Sources: Oldroyd, McElheran and Elkington, “The Short Life of Online Sales Leads”, Harvard Business Review (2011); Salesforce CRM statistics; Nucleus Research CRM studies; Reichheld and Bain & Company on customer retention economics.
Estimate your upside.
Plug in your numbers. Change the two assumptions to whatever you find believable.
Assumptions
Extra policies sold per year0
Extra policies kept per year0
Extra annual premium$0
Extra commission per year$0
Illustrative math on your own inputs, not a promise. Actual results depend on your leads, carriers and follow-through.
WINA, the built-in assistant
Ask WINA what needs doing. Watch it get done.
WINA sits in the corner of every screen. It reads your book, ranks who to call, flags deals at risk, and turns each suggestion into a task in one click.
- A next best step, with a reasonOn any lead, deal or client, WINA proposes what to do next and why — not just a task with no context.
- One click: a task, or a drafted emailAccept a suggestion and it becomes a task, or a ready-to-edit email — a follow-up, a cross-sell pitch, a re-engagement note.
- You approve everythingNothing sends itself. Every suggestion is an explicit click, and you watch it land where it belongs.
For IMOs, FMOs and agency networks
Your brand. Your agents. One platform.
WinaVela Insurance runs white-label and multi-tenant, so a network can give every agency it supports a CRM under its own name.
IMOsFMOsAgency groupsBrokerage networks
- Each agency is its own tenantSeparate agencies on one platform, each with its own data and people.
- Four roles, clear boundariesSuper Admin, Admin, Agent and Partner, each seeing only what the role needs.
- A boss view of the whole bookAn organization snapshot on the home screen, with per-agent scoping everywhere else.
What the Super Admin controls
One login, the whole agency.
- Agency Snapshot, liveNew leads, commissions, top performer, top category and top carrier for the whole book, right on the home screen.
- Add and manage agentsInvite an agent, grant access module by module, or deactivate someone without losing their history.
- Reassign leads and clientsMove a book of business between agents in one click, right from the lead or client record.
- Commission rules that follow the dealOverride the default rate by agent, by carrier, by policy type, or any combination — the most specific rule wins.
- Agency-wide reportingA detailed performance breakdown by staff agent, plus any onboarded network partners.
- Export or import the bookBring data in or take it out as CSV, whenever the agency needs it — Super Admin only.
Security
Your clients’ data, taken seriously.
Insurance runs on personal information. WinaVela is SOC 2 Type II compliant, which means an independent auditor has tested our security controls over time, not just on paper.
SOC 2 Type IIIndependently audited controls
- Separate tenantsEvery agency is its own tenant, with its own data and its own people.
- Role-based accessSuper Admin, Admin, Agent and Partner each see only what the role needs.
- Scoped to each agent's bookPipeline and search are limited to the agent's own clients unless an admin says otherwise.
Pricing
Simple plans. One price per user.
Every plan includes WINA, unlimited leads and SOC 2 Type II security. Pick the size of your team, not a bundle of add-ons.
Agency
For agencies with a team of agents.
$63per user / month
Everything in Solo, plus
- 2 or more users, Admin and Agent roles
- Unlimited lead sources, one API key each
- Agency Snapshot for the owner
- Campaigns pre-filled with real recipients
- Business clients, group plans and commissions
Network
For IMOs, FMOs and agency groups.
Customvolume pricing
Everything in Agency, plus
- White-label under your own brand
- Multi-tenant: one tenant per agency
- Super Admin and Partner roles
- Network-wide view of the book
- Guided onboarding for your agencies
Prices in US dollars, billed annually.
How it compares
Built for agencies, and for the networks behind them.
A quick look next to the tools agents already know. WinaVela's own numbers are ours; the rest are third-party estimates, not vendor quotes — confirm current pricing directly with each company.
| Feature | WinaVela | AgencyZoom | NowCerts | EZLynx | Applied Epic |
|---|---|---|---|---|---|
| Starting price | $39/user/mo, annual | ~$99–199/user/mo | ~$99–199/user/mo | ~$75–200+/user/mo | $200+/user/mo, custom quote |
| White-label for networks | ✓ | — | — | — | — |
| Multi-tenant, one workspace per agency | ✓ | — | — | — | — |
| Built-in AI assistant | ✓ WINA | Automation rules | — | — | — |
| Next-best-step suggestions, with a reason | ✓ | — | — | — | — |
| One-click AI-drafted emails | ✓ | Templates | — | — | — |
| Automatic cross-sell, at-risk & stale-lead alerts | ✓ | — | — | — | — |
| Role-based access, 4 roles | ✓ | Basic | Basic | Basic | ✓ |
| Lead pipeline & scoring | ✓ | ✓ | — | Basic | ✓ |
| Nurture sequences: email, SMS & call | ✓ | ✓ | — | Add-on | — |
| Unified comms hub (call, SMS, email) | ✓ | Partial | — | ✓Communication Center | Partial |
| Business clients & group plans | ✓ | Limited | ✓ | ✓ | ✓ |
| Native mobile app | Web, responsive | ✓ iOS & Android | Web only | Web only | ✓ |
| Carrier rating & binding | Roadmap | — | ✓ | ✓ | ✓ |
| Typical setup | Self-serve, live same day | Days | Days | Days | Weeks–months, $5k–$50k+ |
Independent agencies and brokers, not carrier platforms. Competitor figures are third-party estimates compiled from public pricing breakdowns and reviews as of April 2026 — list prices, features and terms change, so treat this as a starting point, not a quote. WinaVela does not yet rate or bind policies with carriers directly; see carrier connections below.
Next
Carrier connections.
We are building server-side connections to carriers for real-time quotes, so agents stay on one screen from quote to bind. Product catalogs, policy issuance and claims tracking are next in line.