Every client interaction.
One record.
Leads, quotes, SOAs, policies and commissions on one insurance-native platform — with a built-in dialer, live carrier quoting, and Rachel Green coaching on every call.
Dana Ruiz
Client record · Medicare Supplement
- Today
Policy
Plan G active with Meridian Life
- Mon
Quote
Plan G quoted from four carriers
- Mon 10:00
Appointment
Plan review with Lee Okafor
- Sun
Text
Reminder text sent the day before
- Thu
SOA
Scope of Appointment signed online
- Wed
Call
Call recorded · 6 min
Connected to the services and data your agency runs on
Why one system
Stop juggling six tools to serve one client
Most agencies run a CRM, a dialer, a quoting site, an e-signature tool, a license tracker and a commission spreadsheet. Each holds part of the client — and nobody holds all of it.
Today
- A CRM for contacts
- A separate dialer
- A quoting website
- An e-signature tool
- A license tracker
- A commission spreadsheet
With Kaffeine
One record per client, and the agency behind it
Calls, texts, quotes, SOAs, enrollments and policies on the client's page, with the credentials, hierarchy and commissions they depend on in the same system.
- Every call, text and email logged on the record automatically
- Quotes and the signed SOA beside each other
- Producers paid to the contract from the same policies
5,449
carriers with NAIC codes in the shared directory
All lines
quoted live — Med Supp through term, whole life & IUL
10 years
retention for call recordings and SOA evidence
6 years
tamper-evident audit trail on client data access
One platform for the whole client relationship
The producer works the client. Kaffeine runs everything behind it.
Talk, quote, comply, get paid and report happen in the same system, on the same record.
Every conversation lands on the record
Call from the browser, work a power-dialer session, text and email from templates. Each call lands with its recording, each text and email with its delivery status, on the client's timeline.
- Softphone with click-to-call and inbound answer
- Power dialer that respects Do-Not-Call and calling windows
- Two-way texting with STOP handling and delivery receipts
- Rachel Green reviews the call and drafts the follow-up
Today
Sample data- 9:00
Callback due
Marcus Bell
- 10:30
Plan review
Dana Ruiz
- 1:15
SOA follow-up
Ruth Calder
- 3:00
Dialer session · T65 list
Lee Okafor
Built for every line you sell
One system, every line you write
Life & health today, from the first call to renewal season. Medicare Advantage, Part D, Medigap, ACA, ancillary and final expense all run the same record.
Medicare
Medicare Advantage, Part D and Medigap, with the SOA and the enrollment on one record.
See how it runsACA & individual health
On and off exchange through the engines your agency already uses, paid per member per month.
See how it runsFinal expense & life
Power dialing, live underwriting quotes, advances held until they are earned.
See how it runsDental, vision & hearing
Ancillary quoted through Kaffeine's own engine and paid in the same commission run.
See how it runsP&C is coming soon.
One Platform, Four Deployment Modes
Built for Every Role in the Distribution Chain
No other insurance CRM serves agents, agencies, and FMOs in one platform. Select your mode on login — the UI, data model, and feature set adapt automatically.
Mode 1
Agent
For independent agents & small agencies who sell direct
- Lead & client pipeline management
- Multi-engine quoting plus Kaffeine's own engine for life and ancillary
- Built-in softphone, texting and Rachel Green call coaching
- Commissions, 1099s and a self-service client portal
Agent
For independent agents & small agencies who sell direct
"The FMO is the engine of independent insurance distribution. Kaffeine is the operating system for that engine."
DoD-grade security, included in every plan.
Built and overseen by Equitus Corporation — the firm securing U.S. Army and DHS systems. HIPAA audit controls, PHI tokenization and hardware-key admin access come standard.
See the full security architecture5
Concentric defense layers
AES-256
Encryption at rest, per-tenant keys
7 years
Tamper-evident audit retention
SOC 2 + HITRUST
Certification programs underway
FAQ
Got Questions?
Real Agencies. Real Results.
Agency Owners on Kaffeine
“Kaffeine replaced AgencyBloc, our dialer subscription, and our spreadsheet commission tracking — all in one. Rachel Green call coaching boosted our team's close rate by 40% in the first quarter. I genuinely can't imagine going back.”
Michael Torres
Agency Owner, Torres Insurance Group
Phoenix, AZ
40%
increase in close rate (Q1)
Verified Result
Request a Demo
See Kaffeine
Built for Your Agency
Schedule a personalized 30-minute demo with a Kaffeine specialist. We'll show you exactly how the platform fits your operation — whether you're an independent agent or a multi-tier FMO.
- Live walkthrough tailored to your role (Agent, Agency, or FMO)
- See Rachel Green call coaching and Bean AI in action
- Learn how ArcXA migrates your data with zero downtime
- Get a custom ROI estimate for your book of business
30-min call
No fluff
Live product tour
Real data
Custom ROI estimate
Your numbers
Book a 15-Min Demo
Pick a date and time — no back-and-forth needed.
October 2026
Select a date to see available times