Licensed agents

You are licensed. Get plugged in.

No setup project, no stitching four tools together. Contracting moves through Relae, the dialer is already attached to the CRM your leads live in, and the leads arrive already scrubbed.

Bring your own list, or let us supply it. Either way it gets scrubbed.

If you already have a lead source you are happy with, bring it — you tell us where the list came from and confirm the people on it agreed to be called, and Relae records that against every contact and scrubs the list before a single number is dialable. If you would rather not source leads at all, the Relae Proprietary Lead Campaign runs on your own dialer: in the states you have confirmed you are licensed in, scrubbed at the moment they reach you, in batches you request.

What is included

Everything in the package.

The dialer

Power dialing with answering-machine detection tuned to your pace
Runs in the browser, phone browser included — native iOS dialer in build
Caller ID health monitoring and number rotation
AI review of recorded calls: close likelihood and coaching moments marked
Call recordings and searchable transcripts, attached to the lead
Calling hours checked against the lead’s area code before every dial

Where the leads come from

The Relae Proprietary Lead Campaign runs on your own dialer
Campaign leads are sourced by Relae, so you do not need a list of your own
Leads only in states you have confirmed on your license
Your do-not-call list checked before every dial, and the national registry wherever it is loaded
Duplicate and over-dial protection across the whole floor
Callbacks and appointments that survive a shift change

The CRM the dialer lives in

One record per lead — the dial, the disposition, the application, the commission
Underwriting pipeline from submitted through issued and paid
Quoting toolkit, carrier guides and the full training library
Your production analytics, measured rather than projected

Contracting, handled

Carrier appointments tracked in-platform, not in an inbox
E&O, AML and CE requirements with live status
Nothing marked complete that was not actually completed

Your price

Two plans. The difference is where the leads come from.

The whole platform — dialer, CRM, contracting, recordings, training — on either plan. Bring your own list, or have the Relae Proprietary Lead Campaign supply it and pick up manager and agency-owner capabilities with it.

Bring your own leads

Your list. Our dialer, our compliance, our scoreboard.

$199per month

Bring my list

7 days of free premium leads with your sign-up
2,000 dials a month included, then credit packs as you need them
The full platform — dialer, CRM and contracting
Desktop dialer, and the same CRM from a phone browser
Power dialing, AMD and caller ID health
Recordings, transcripts and a manager's note on practice takes
Underwriting pipeline, quoting toolkit and training
Upload your own lead lists — aged leads, a vendor file, your own book
Every list scrubbed against do-not-call before a number is dialable
An upload is refused outright if the scrub cannot run
Your lead source and consent attestation recorded against every contact
Cross-agent duplicate protection so nobody double-dials your prospect

Most agents

Relae Campaign

We supply the leads. You supply the phone calls.

$350per week

Run the Relae campaign

10 days free with your purchase
3,000 dials a week included
The full platform — dialer, CRM and contracting
Desktop dialer, and the same CRM from a phone browser
Power dialing, AMD and caller ID health
Recordings, transcripts and a manager's note on practice takes
Underwriting pipeline, quoting toolkit and training
The Relae Proprietary Lead Campaign, running on your dialer
Leads only in states you have confirmed on your license
Scrubbed against do-not-call lists at the moment they reach you
Cross-agent duplicate protection so nobody double-dials your prospect
Full manager and agency-owner capabilities
Downline hierarchy, recruiting and invite links
Floor Command — the whole team on one live board
Listen-in, whisper and coaching on any live call
Commission schedules, overrides and payroll reporting
Team analytics by agent, team and lead list
Back-office and agency finance

No long-term contract; cancel any time. Phone numbers, caller ID and compliance tooling are included on every plan. Relae makes no representation about earnings — what you write is up to you.

Start dialing.

Create your account, finish contracting, and take your first lead off the queue.

Create my account Get contracted free