Is OmniReach actually HIPAA compliant? +
Yes — fully. OmniReach was built HIPAA-compliant from the ground up, with encrypted
communications, audit logs, role-based access controls, and a signed Business Associate Agreement (BAA)
included. You can text and email clients about their health coverage without putting your license, your
book, or your clients at risk.
How is this different from a generic CRM? +
Generic CRMs make you build everything yourself — pipelines, automations, terminology,
compliance. OmniReach is purpose-built for the way Medicare, life, and final expense agents actually sell,
with HIPAA compliance handled from day one and 24/7 live chat support included. One flat price for the
platform, no gated tiers, no surprise upgrades.
I'm not super technical. Will I be able to use it? +
Real talk: to get the most out of OmniReach, you'll need to be a little tech-savvy. Your
account comes pre-built with the foundation an insurance agent needs — pipelines, follow-up sequences,
calendars, templates — but you'll be doing the setup work yourself, with our step-by-step instructions. Our
24/7 chat support is there to walk you through any step that gets confusing (including custom Loom videos
when needed), and most agents get comfortable within a week. If clicking around new software gives you a
headache, this is worth knowing up front.
Can I bring my downline or team onto it? +
Two different scenarios, two different answers. If you want to add employees to your
own account (assistants, producers, support staff who share your book), you can add as many users
as you want — they all work inside your account, sharing pipelines and contacts. If you have a
downline like a GA or MGA, your agents will want their own accounts so everyone isn't looking at
each other's clients. Contact us about special rates for GAs, MGAs, and downlines — that's a different
conversation with its own pricing.
What does it cost? +
$197/month flat for the system itself — every feature included, no per-seat fees, no "Pro
plan" upgrade. On top of that, you pay separate usage fees for calls, texts, and emails. Most agents spend
$20–$40/month on communications depending on volume.
Wait — what are these usage fees? +
Calls, texts, and emails run through third-party carrier networks, and they charge per use.
Here's exactly what they cost: outbound calls $0.0154/min ($10 ≈ 650 min), inbound calls $0.0094/min ($10 ≈
1,065 min), text messages $0.0091/segment ($10 ≈ 1,100 segments), email $0.0007/send ($10 ≈ 14,285 emails).
We believe in transparent pricing and clearly disclose all usage-related charges. Every CRM has these fees;
we just tell you about them up front.
What is A2P registration and do I have to do it? +
A2P 10DLC is a U.S. carrier compliance program — you have to register your business before
you can text leads from any CRM. It can be a pain (EIN verification, brand vetting, campaign approvals).
You'll do the registration yourself, but we provide step-by-step instructions for every part of the process,
and our 24/7 chat support is there when something gets confusing or your submission gets bounced back.
How fast can I be up and running? +
Depends on how much time you put into setup. Your account comes pre-built with the foundation
— pipelines, follow-up templates, calendars — but you'll be customizing it to your sales process yourself,
using our step-by-step instructions and chat support. Agents who carve out a few focused hours can be
sending their first follow-ups within a day or two. Agents who set it up between other tasks usually take a
week. A2P registration (required before texting) typically adds another few days.
