OmniReach is the insurance agent CRM built specifically for Medicare, life, and final expense producers. Pre-built pipelines, automated follow-up, HIPAA compliance, and 24/7 live support — all for one flat monthly fee.
Calls, texts, emails, pipelines, automations, calendars, and HIPAA compliance. All connected. All in one place.
You're juggling a dialer, a spreadsheet, a calendar app, an email platform, and maybe a texting tool — none of which talk to each other.
Leads slip through. Follow-ups get missed. You're spending more time managing tools than closing policies.
OmniReach ships with encrypted communications, audit logs, role-based access controls, and a signed BAA — included from day one. Every conversation with a health insurance client is fully protected.
Not adapted from a SaaS tool. Not bolted together with workarounds. Built for producers who sell coverage.
No IT team. No complex setup. OmniReach is designed for the independent agent who needs everything working from day one — pipelines configured, automations ready, and a system that moves as fast as you do.
Every new lead gets a text in under two minutes — automatically. You set the sequence once. It runs forever. No manual check. No leads lost to slow response time. The agent who responds first wins.
Calls, texts, emails, and web chat in one thread, one contact, one place. Walk into every callback already knowing the full history. No context switching. No lost conversations.
New Lead → Nurture → Appointment Set → No-Show → Sold. Already there. Already configured. Customize once, then just work your deals — without rebuilding from scratch inside a tool that doesn't know what AEP means.
Encrypted communications, audit logs, and a signed BAA included — so every conversation with a health insurance client is fully protected. No extra tier. No compliance consultant required. Sell with confidence.
Send a link. Get a confirmed appointment. Automatic reminders go out, your no-show rate goes down, and you stop spending 20 minutes per prospect just trying to find a slot that works.
Every stage of the insurance sales journey is already mapped. Log in and start working your deals — not building your CRM from the ground up.
Calls, texts, emails, and web chat in one thread, one contact, one place. Walk into every callback already knowing the full history — no tab-switching, no lost context.
Medicare, life, final expense, health — OmniReach was built to work for every line you sell.
One login replaces every disconnected tool. Run your whole book — every lead, every line, every conversation — from one place without piecing together six apps.
Full HIPAA compliance, pre-built Medicare workflows, and speed-to-lead automation built for your lines. Every PHI conversation encrypted and audit-logged from day one.
Instant follow-up that catches leads while they're hot — before anyone else gets to them. Speed-to-lead automation fires in under two minutes, even when you're on another call.
Live chat support with real humans 24/7. Step-by-step answers. Custom Loom walkthroughs. No ticket queues. No waiting until Monday.
Get immediate help with setup, automations, and how-tos — any time, no wait, no ticket number.
One message connects you to our team day or night. Step-by-step replies, not copy-pasted help docs.
When something's complex, we record a walkthrough for your exact setup. No generic tutorials.
When you're mid-AEP and something breaks, you need an answer in minutes — not a callback next week.
Stop paying for six tools. Start closing with one.
Every feature. Every line of coverage. Every workflow. No upsells.
Calls, texts, and emails are Usage fees for calling and SMS services apply separately. Most agents spend $20–$40/month on communications.
See the full platform in 20 minutes — built around your sales process, your lines, and your workflow. No high-pressure pitch. Just a working demo that shows you exactly how OmniReach replaces everything you're juggling right now.