Solutions for Every Team Size

    Apex Grows With You

    Whether you're a solo agent or running a 100-person agency, Apex has the features and pricing to match your needs.

    Choose Your Plan

    Solo Agent

    Independent insurance agents

    You wear all the hats. Apex becomes your tireless assistant — handling follow-ups, booking appointments, and running DNC and quiet-hours checks while you focus on selling.

    AI-powered follow-up sequences
    Self-booking calendar links
    Texting with DNC and quiet-hours checks
    Power dialer for warm leads
    Apex OS on your iPhone, plus the full web app on any device
    Simple, flat pricing
    Built for ACA, Medicare, life, final expense and other lines

    Team Leader

    Managing 2-10 agents

    Your team needs consistency and visibility. Apex gives you shared workflows, performance tracking, and the ability to scale what works across your entire team.

    Everything in Solo, plus:
    Team-wide drip campaigns
    Shared templates & scripts
    Per-agent analytics
    Lead distribution rules
    Credit sharing across team
    Ideal for small agencies & team leads
    Platform Features

    Core Features for Teams

    The capabilities agency teams rely on day to day. Pricing shows the tier each one starts on.

    Power Dialer

    Click-to-call through your lead list with automatic logging.

    AI Texting

    Personalized SMS at scale with smart send-time optimization.

    Auto Booking

    Let leads book directly into your calendar — no back-and-forth.

    Pipeline Tracking

    See every lead, every stage, every dollar in your pipeline.

    TCPA Compliance

    Built-in DNC checks, consent tracking, and audit logs.

    Automations

    Drip campaigns, follow-ups, and re-engagement on autopilot.

    Get Started

    Not Sure Which Plan Fits?

    Our team can help you find the right solution for your specific needs. No pressure, just honest advice.