One Price for Agents.
A Custom Plan for Agencies.
Every feature is included in both. No tiers, no add-ons, and nothing held back for a higher plan.
UplineFlow Agent
Every feature included. Calls and texts metered from your wallet. Cancel any time.
Get Started — $297/moCustom Agency Pricing
Based on your team size, structure, and goals.
Agencies and IMOs also get
- Agency command center with full team visibility
- Agent oversight — drill into any agent at any time
- Live revenue leaderboards across your organization
- Shared AI coach knowledge base for the whole team
- Coaching analytics and recruiting analytics
- Agency-wide license, A2P, and TCPA monitoring
Included in both plans
- Triple-Line Power Dialer
- Power Dialer with Session Save and Resume
- Click-to-Call from Anywhere
- Voicemail Drop
- AI Call Coach — Real-Time Suggestions
- Live Call Transcription via Deepgram
- Post-Call Scoring and Summary
- AI Secretary — 24/7 Automated Follow-Up
- Hot Lead Escalation to Your Cell
- Five AI Secretary Modes
- Four Product Pipelines
- 11 Pipeline Stages with Auto-Progression
- Contact Scoring 0-100
- Smart Lists and Bulk Dialing
- Unified Conversations Inbox
- Local Presence Phone Numbers
- A2P 10DLC Registration Wizard
- Call Recording and Playback
- Calendar and Appointment Management
- Recruiting Pipeline and Scripts
- Social Story Creator
- KPI Tracker and Leaderboards
- Daily Briefing and Activity Feed
- Light and Dark Mode
Your whole stack, replaced by one platform built for life insurance.
If you have tried to bend GoHighLevel into an insurance CRM, you already know why we built this.
- GoHighLevel (Starter)$97/mo
- WAVV Multi-Line Dialer (per user)$149/mo
- AI receptionist service$59/mo
And that stack still has no AI call coach, no quoting, and no commission or draft-date tracking.
Each price as publicly listed on the vendor's own pricing page, August 2026. AI receptionist from $49–$65 (Rosie, Goodcall, My AI Front Desk). Excludes per-user scaling, phone/SMS usage, and A2P registration fees.
- Everything in one platform — one login, one brand
- AI Power Dialer with live coaching + voicemail auto-skip
- AI Voice Receptionist that answers, qualifies & books appointments
- AI SMS Assistant that works your leads 24/7
- Built-in A2P compliance — guided registration, done for you
- Built for life insurance, not built for every industry
- One predictable price
Frequently asked questions
Do I have to sign a contract?+
The $297 a month agent plan is billed monthly with no contract, no setup fee, and no minimum term. Cancel any time from your account settings. Agency plans are custom, and terms are set when we build your plan.
What is included?+
Everything. Triple-line dialer, AI call coach, AI secretary, all four product pipelines, recruiting pipeline, leaderboards, and compliance tools. There are no feature tiers and no add-ons on either plan.
Do calls and texts cost extra?+
Your subscription covers the platform. Calls, texts, and phone numbers are metered separately and drawn from a prepaid balance in your account, billed at UplineFlow's published rates. A2P registration fees — the one-time carrier compliance charges required to send business SMS — are passed through at cost with no markup. Your balance tops up automatically when it runs low, and you set both the trigger amount and the top-up amount.
Do I need to be tech-savvy to use UplineFlow?+
No. UplineFlow is built for insurance agents, not developers. The setup wizard walks you through everything step by step.
How does agency pricing work?+
Agency pricing is custom and based on your team size, structure, and goals. Book a demo and we will put together a plan built specifically for your organization.
How do agencies get started?+
Agencies start with a personalized demo and onboarding session. We will walk you through the platform with your specific team in mind so you see exactly how it works for your situation.