Orion vs everything
you’ve tried.
Nine tools stitched together still can’t answer a lead at 2am. Here’s the honest table.
The only one with both halves.
Sales AI that works the lead and a back office that tracks the dollar. Every other tool does one, badly stitched to the rest.
One plan replaces the stack.
A dialer, a texting tool, a VA, and a commission spreadsheet run $400+/mo per agent. Orion is one bill, from $149/mo with usage included.
Built only for life insurance.
Final expense, mortgage protection, IUL, veteran. The scripts, dispositions, and comp math are native.
✓ Included · Partial limited or paid add-on · ✕ Not offered
| Feature | Orion AI | GoHighLevel |
|---|---|---|
| Sales AI | ||
| Built for life insurance (not generic CRM) | ✓ | ✕ |
| In-app AI assistant (Ashley) | ✓ | ✕ |
| AI dials your leads + qualifies them | ✓ | Partial |
| AI handles inbound calls | ✓ | ✓ |
| AI texts back 24/7 | ✓ | ✓ |
| Auto-follow-up drips (SMS + voice + email) | ✓ | ✓ |
| AI replies to lead emails 24/7 | ✓ | ✓ |
| Two-way AI email that books appointments | ✓ | ✓ |
| AI email drip sequences by product type | ✓ | ✓ |
| Unified inbox: voice, SMS & email on one lead | ✓ | ✓ |
| Send from your own domain (auto DKIM/SPF) | ✓ | ✓ |
| Lead pipeline + dispositions | ✓ | ✓ |
| Hands-free power dialer | ✓ | ✓ |
| Multi-line power dialer (MLPD) | ✓ | ✕ |
| Live transfer with full context | ✓ | Partial |
| AI memory across every channel | ✓ | ✕ |
| Recordings + transcripts + AI summaries | ✓ | ✓ |
| Compliance setup handled for you | ✓ | ✓ |
| Automatic phone health monitoring | ✓ | Partial |
| Auto-referrals when a policy goes Sold | ✓ | ✕ |
| Whitelabel: your name, domain, branding | ✓ | ✓ |
| AI books appointments to your calendar | ✓ | ✓ |
| DNC + opt-out auto-handled | ✓ | ✓ |
| Phone numbers included (3-5 AI + 2-5 manual) | ✓ | ✕ |
| Unlimited free support | ✓ | ✕ |
| Back Office AI | ||
| AI parses every carrier statement | ✓ | ✕ |
| Every dollar matched to the right agent | ✓ | ✕ |
| Debt tracked + rollup risk flagged | ✓ | ✕ |
| Every policy in one searchable book | ✓ | ✕ |
| Persistency tracking (flat + weighted) | ✓ | ✕ |
| Org tree with leg-value view | ✓ | ✕ |
| Bonus programs with custom tiers | ✓ | ✕ |
| Commission tier tracked per agent | ✓ | ✕ |
| Comp plan ladders by carrier | ✓ | ✕ |
| Reconciliation hub for orphan rows | ✓ | ✕ |
| Agent flight-risk surfacing (owner-only) | ✓ | ✕ |
| Pricing & rates | ||
| Per-agent subscription (usage included) | $149-559/mo | $97-497/mo, usage billed separately |
| Voice AI calls (included per month) | 1,700-7,500 | Third-party setup |
| SMS segments (included per month) | 5,000-18,000 | Billed per segment |
| Manual calls (included per month) | 500-Unlimited | Per-minute billing |
| Emails included (per month) | 5,000-20,000 | None |
| Email overage (per email, optional) | $0.002 | $0.675/1k |
| Phone numbers included | 3-5 AI + 2-5 manual | 0 |
| Power Dialer Pro | Included on Pro and Scale | N/A |
| A2P registration + monthly carrier fees | FREE. Included in every plan, monthly and annual. | $40-84 |
| Overage (optional, off by default) | Published rates | Usage billed separately |
| Independent agency (one-time setup) | $499 once | N/A |
Orion plans include monthly usage allowances (ranges show Starter through Scale); overage is optional, off by default, at published rates. SMS is billed per segment: 160 characters, or 67 for messages with emoji or special characters, so a longer message uses multiple segments. MMS counts as 4 segments. Competitor rates as published 2026-08; verify with each vendor.
Everything in the left column, one subscription. Plans from $149/mo with usage included, 14-day free trial.
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