OmniReach is the insurance agency CRM and insurance CRM software built for teams writing Medicare, life, and final expense. Shared pipelines, team-wide automations, HIPAA compliance across every seat, and full visibility into every producer's performance.
The bigger your team gets, the more expensive inconsistency becomes.
One producer is using a spreadsheet. Another on a dialer with no CRM. A third texts leads from their personal phone. And you are trying to track all of it with no real visibility into where anything stands.
Every account in your agency operates under the same encrypted, BAA-covered, audit-logged environment. One compliance standard. Zero gaps. No "we think we're compliant" guessing.
Every feature your agency needs to run consistently, scale smoothly, and keep every producer accountable.
Every producer. Every opportunity. Every open deal visible from one dashboard. Know exactly where your agency's pipeline stands without asking anyone for a status update.
Build your best follow-up sequence once. Deploy it across every producer instantly. Consistent outreach. Consistent results. No agent reinventing the wheel.
Every account in your agency operates under the same encrypted, BAA-covered, audit-logged environment. One compliance standard. Zero gaps across every seat.
Medicare, life, final expense, and ACA workflows are already configured for the products your team sells. Agents log in ready to produce, not spend a week on setup.
Tag, message, segment, or reassign hundreds of contacts at once. What used to take an afternoon takes two clicks.
See where deals are converting, where they're stalling, and which producers need support — at a glance, in real time.
Select hundreds of contacts across your agency at once and take action instantly — no exporting, no manual list-building, no producer left doing it the slow way.
From the owner's seat to the producer's desk, OmniReach gives everyone exactly what they need.
Full visibility into every producer's pipeline without micromanaging anyone. See your whole agency's performance from one dashboard, any time.
Share proven workflows, track performance, and keep your team running on one consistent system — no more chasing producers for status updates.
Pre-built pipelines and automated follow-up so every agent can focus on selling, not managing software. Log in and start working leads immediately.
Every producer in your agency gets 24/7 live chat support from real humans, step-by-step answers, and custom Loom walkthroughs. No one on your team is ever stuck waiting for a Monday morning callback.
Every producer, not just admins, gets immediate help with setup and how-to questions, any hour.
When a producer needs more than a quick answer, one message connects them to our team — day or night.
For anything complex, we record a walkthrough built around your agency's exact setup.
When something breaks for any producer on your team, you get an answer in minutes, not a ticket queue.
Grow your agency. Not your software overhead.
No per-seat charges. No tier upgrades. Every feature unlocked for your whole team.
Calls, texts, and emails are Usage fees for calling and SMS services apply separately. We'll walk you through the exact math on your demo.
20 minutes. We'll show you exactly how OmniReach runs an insurance agency — from producer onboarding to pipeline visibility to team-wide automations.