Every lead worked.
Every policy tracked.
The first CRM that automates life insurance sales with AI. From AI qualified, booked, and transferred conversations, to automating your book of business and organization hierarchy.
14-day free trial · Cancel anytime
Trusted by 500+ agents at agencies like
2,500
AI calls per day, per agent
28s
Average speed to lead
$2.9M+
Sales generated through Orion*
500+
Agents on Orion
The sales floor that never clocks out. Picks up new leads in 28 seconds. Books them, dials them on three lines, and tracks every policy and every dollar of the hierarchy behind them.
Every reply handled like your best closer wrote it. Voice, SMS, and email, one brain. On the record, every time.
Booked straight onto the right calendar. Ashley checks availability, sets the slot, and confirms by text.
Triple your dials without touching a keypad. MLPD runs three lines at once, eats the voicemails and dead numbers, and drops you into live conversations only.
Your whole hierarchy, every dollar, every risk. Production rolls up the team tree live. Persistency, rollup debt, and every policy tracked to the carrier statement.
Sales AI
Voice, SMS, email, MLPD, drips, lifecycle campaigns, and compliance — the whole front office.
Explore Sales AI →Back Office AI
Statements, commissions, persistency, policies, and the tree — reconciled without a spreadsheet.
Explore Back Office AI →Answers at 2am.
Inbound or outbound, she picks up in two rings.
Books the slot.
Straight onto the right agent's calendar.
Transfers live.
Hot lead on the line, warm handoff to you.
Logs everything.
Transcript, disposition, and next step on the record.
Never burns a lead.
Aged lists get worked with the same patience as fresh ones.
“Bro, 11 transfers in 30 minutes.
I can’t get to them all.”
Jared C.
Mortgage protection agent · Orion customer
Read every agent text →Built only for life insurance.
Final expense, IUL, mortgage protection, veterans, whole life. Every workflow assumes you write policies.
Setup, done for you.
Numbers registered, AI configured, hierarchy imported. Most agencies run their first campaign within 20 minutes.
One tool. One bill.
Stop paying for a CRM, a dialer, a commission tracker, a VA, and an AI add-on. One subscription, one login.
One plan, everything on. Five phone numbers, done-for-you AI setup, and free A2P registration on every seat.
Running an agency? Independent setup from $499 one-time →