Built for life and health agents
Dial, text, quote and book — from one screen.
Halo is the CRM built for agents who sell by phone: the dialer, the inbox, the calendar and the underwriter in one place, so a lead never falls between tools.
One flat price per agent. Dialing included. No per-text meter on your plan.
Everything an agent does by phone, in one place
A power dialer that dials for you
Browser or cell, one to three lines, local caller ID from a registered pool, and screening that hands you the humans. Every call recorded, transcribed and scored.
Inbound lead lines that take turns
Meta forms and inbound calls ring the right agent, fairly, with the whole lead card on screen the moment it rings — form answers, history, last call.
Texts and email in one inbox
Two-way SMS on registered numbers, email threads, confirmations and reminders — with STOP, quiet-hours and do-not-call rails built in.
Booking that books itself
Your own scheduling page with confirmations and reminders. A missed appointment flags itself, so nobody falls through.
Underwriting and quotes on the call
Carrier guidance and quotes while the lead is still on the line, plus a coach that scores the conversation after.
Numbers you can see the health of
Registered, attested, monitored and rested when they tire. A dashboard shows every number's answer rate — no guessing why a line went quiet.
How it works
- Step 1
Bring your leads
Import a CSV or connect your lead forms. Aged lists, fresh leads, your downline's book — all in one place.
- Step 2
Dial from one screen
Pick a list, choose browser or cell, press Dial. Halo works the queue and hands you the answers.
- Step 3
Text, book, quote
Reply from the same screen, book the appointment, run the quote — the lead never leaves the card.
- Step 4
See what happened
Recordings, transcripts, scorecards and reports, per agent and per team.
One flat price per agent
Dialing included. Pay annually and get 2 months free.
Everything, for one or two.
Shared lead lines, downline transfers, team reports.
Your brand on every lead-facing page, plus $199/month per organization.
Built to keep you inside the lines
Numbers registered with carrier analytics, attested, monitored and rested. Do-not-call, STOP and quiet-hour rails on every call and text, with consent captured on every form. Registration status is shown in the product, never hidden.