For life insurance agents who sell by phone
Your dialer, your CRM and your floor. One seat, $129 a month.
3-line dialing, pipelines, callbacks, scripts on every call, lessons with a coach and a Board that cheers every sale. Stop paying for each piece on its own.
Month to month, cancel any time. Works in your browser on a computer or your phone.
- 1, 2 or 3 lines
- per dialing session
- Every call recorded
- and kept for 2 years
- Calling hours checked
- in each person's own time zone
- Notes save as you type
- on every contact
The dialer
Three lines ringing. You talk to whoever picks up.
Pick a list and press Space. Alchemy Dial rings up to three numbers at once and puts the first person who answers straight through to you. No answers, busy lines and dead numbers save themselves and the next one rings.
- Auto modeKeeps dialing until a person or a voicemail answers.
- Double DialRings once more after a no answer, where the state allows it.
- Voicemail dropOne key leaves your recorded message after the beep and moves on.
- Answering machine checkIt listens for a person first, so your time goes on people, not greetings.
- Local caller IDEach person sees a local number where the floor has one, and the same number every time.
- Smarter line countWhen more people start picking up, it rings fewer lines, so more of the people who answer get straight to you.
On the call
The script is on screen. So is the answer to “I already have coverage.”
Your script sits beside the call, set by list, so a veterans list and a final expense list each get their own. When they push back, tap what they said and the word track opens right there.
- They said chipsFor the objections you hear every day, one tap from the script.
- Your own scriptsBeside the agency's, picked per list.
- Notes and a timelineNotes save as you type, and every call shows on the contact.
- Stuck onTag the objection you lost on, and your coach sees where to help.
Callbacks and pipelines
Every callback rings first.
Book a callback with one key, on the person's own clock. When it's due, it rings first in your next session and shows on Today. One pipeline from first call to policy, with every call, note and recording on the contact.
- PipelinesDrag a card to move it, or dial a whole column right on the board.
- Hot firstA new form sign-up rings before anything else, with a 5 minute timer.
- Calls inWhen someone calls back, their card drops in on any page with your last note.
- Upload your listCSV or Excel, up to 5,000 rows, with common vendor and CRM export files read on their own.
Your day
Open the app and know what to do next.
Today shows who rings first, the callbacks and floor calls on your plan, how your week is pacing against your goal, and who else is on the floor right now. On a phone it's the same day, with the dialer in thumb reach.
- Today planCallbacks, appointments, floor calls and training, in your time zone.
- Dial from your phoneIn the browser, on iPhone or Android.
- Session recapDials, conversations, talk time and tomorrow's callbacks when you finish.
Learn
Lessons, a coach and role play before your first dial.
New to insurance? Start with short lessons and a coach who walks you through the exam and your first states. Once you're licensed, Boot Camp covers the sales process, chargebacks, what top producers do and building your business. Then you role play with your coach before you go live.
- Boot CampNine videos from the floor's founder. They open once your licence is confirmed, after the six course lessons.
- Role playScored by your coach on six parts, from the opening to the close.
- Objections libraryThe word tracks the floor uses, in one place.
- Money plannerPlan your bills, business costs and a chargeback reserve in your own numbers, which only you can see.
The floor
Dial with a floor behind you.
Selling by phone from home gets quiet. Here, every sale lights up the Board, the floor cheers it, and you start each weekday on a call with the team.
- The BoardToday, this week, this month, with records, badges and head to head.
- Weekly goals in the openHit, On pace, Slipping or Behind.
- Floor callsEvery weekday at 11:30 am Arizona time, in your seat.
- StreaksThat count your working days.
What it replaces
One seat instead of a stack.
A CRM and a multi-line dialer, bought separately, list at about $246 a month. Alchemy Dial is $129, with calls included up to 6,000 minutes a month.
| What | Bought separately | Alchemy Dial |
|---|---|---|
| CRM with pipelines | $97 a month, plus usage | Included |
| Multi-line power dialer | $149 a month | Included |
| Calls | Billed on top by the CRM, in the dialer's plan | Included, up to 6,000 minutes a month |
| Scripts and objection help on the call | Often an add-on | Included |
| Lessons, coach, floor calls | Depends on your upline | Included |
| Total, list price | About $246 a month | $129 a month |
Entry-plan CRM and multi-line dialer seat list prices published October 2026, before usage. The dialer's plan includes minutes and one number. The CRM bills calls, texts and numbers on top.
Pricing
One seat. $129 a month.
Month to month. Everything you need to dial, sell and learn, for one agent.
A seat puts you on our floor. The team, the weekday floor calls and the Board come with it.
$129a month
per seat
Billed monthly, renews each month. Cancel any time, no fee. Your seat stays open to the end of the month you paid for.
First month back if you're not licensed within 30 days of your first payment, after finishing the XCEL course and passing 3 XCEL practice exams.
In every seat
- 3-line power dialer: 1, 2 or 3 lines, Auto mode, Double Dial
- Calls included, up to 6,000 minutes a month
- Voicemail drop and answering machine check
- Local caller ID: 1 local number included, more for $1 a month each
- CRM: pipelines, contacts, callbacks, calendar, call history
- Every call recorded, plus voicemail for calls in
- Scripts and objection word tracks on every call
- Calling hours and your Do Not Call list checked before every call
- Lessons, Boot Camp and role play with a coach
- Floor calls every weekday
- The Board, goals, records and badges
- Works on a computer or your phone's browser
Go past 6,000 minutes and you keep dialing; extra minutes are billed at our cost.
Not in the seat
- People to call. Bring your own lists or buy where you like.
- Exam and licence fees, and the pre-licensing course.
Questions
What agents ask before they join.
Do I need to be licensed to start?
No. Your seat starts with the lessons and a coach who helps you get licensed. The dialer opens once your licence and contracting are confirmed. Already licensed? Send us your details and we'll check them so you can get on the phones sooner.
Is the $129 everything?
It's the whole app for one agent, with calls included up to 6,000 minutes a month and the weekday floor calls. Go past 6,000 minutes and you keep dialing; extra minutes are billed at our cost. People to call aren't included, and neither are exam and licence fees.
Do I get my own phone number?
Yes. One local number comes with your seat, and you can add more for $1 a month each. The people you call see a local number, and the same number every time.
Can I bring my own list?
Yes. Upload a CSV or Excel file, up to 5,000 rows at a time. Files from common vendors and CRM exports are read on their own. Rows with consent proof on them can be dialed. Rows without proof can't be dialed yet.
Does it work on my phone?
Yes, in your phone's browser on iPhone or Android, with the full dialer. Keep the app on screen while you dial. A headset helps.
Can I text from it?
Not yet. Texting is waiting on carrier registration, and calls work now. We'll switch texting on once it's approved.
Do you take a share of my sales?
No. You earn commission from the carrier on the policies you write. The seat pays for the tools and the training.
How do I cancel?
Any time, with no fee. Go to Profile, Your seat, and press Cancel my seat. You keep your seat until the end of the month you paid for.
Take your seat on the floor.
$129 a month per seat. Dialer, CRM, scripts, lessons and the team, in one app.
We don't promise income. What you earn depends on your work, your licence and the people you talk to. We never take a share of your sales.