Stop running your book out of six tabs.
Omnni One is the whole back office for an insurance broker — a CRM that is already set up, a website ready for A2P, and the follow-up built before you log in. One system, one login, from $197 a month.
Any line of business — life and final expense, health, property and casualty
Nothing is broken. Everything is scattered.
01
Leads go cold in the gap
The quote goes out Tuesday and the follow-up happens whenever you remember. By then the lead has bought somewhere else.
02
Every message is written twice
New lead, quoted, appointment set, no-show, cancellation — the same five conversations, typed again from scratch, all day.
03
The texts quietly stop arriving
Carriers filter unregistered numbers. Without A2P registration your best channel fails without telling you.
Five subscriptions, one system.
One login instead of five. The pipelines, the site, the back-office tools and the follow-up ship already connected, and the AI agent joins them as it ships.
See the plansWorking · Interested · Quoted · Submitted
Working · Quoted · Submitted
Lapsed · Canceled
Pending · Declined · Approved · NSF · In Force
01
The CRM, already set up
Four pipelines arrive configured — new business, cross-sell, recovery and the policies you have already submitted — so a lead, a renewal and a lapsed policy each sit where they belong. You spend the afternoon working your book, not building software.
02
Follow-up that runs itself
A drip is already built for every moment in the sale. The lead hears from you within the minute, the reminder goes out on time, and a no-show gets worked instead of forgotten.
03
A website that is allowed to text
Your site ships ready for A2P 10DLC: forms, numbers and consent language already in place, so the message you send is the message that arrives.
Every part, spelled out.
Four pipelines, every stage, one board
Move an opportunity from Interested to Quoted and the follow-up changes with it. Notes, tasks and the full message history sit on the same card.
Your site, wired to your pipeline
A form fill lands as a contact, starts the drip and books into your calendar — no plugin, no zap, no export.
Sequences you can read and change
Open any drip, see every message on the timeline, edit the wording in your own voice. Nothing is a black box.
Appointments that hold
Clients book their own slot, reminders go out on their own, and a no-show drops straight into the sequence that wins it back.
Where the system is going.
CRM, website and pre-built drips
The CRM, the site and the sequences are in production and working today.
AI agent for new leads
It answers the message first, then takes the call — so no new lead waits for a human to be free.
The administrative page
Real numbers on how you are performing: what you spend, what you produce, and the back-end detail you need to fix it.
It arrives built, not blank.
Five things you get on day one, without configuring, writing or wiring anything yourself.
Built for the insurance sale
Working, Interested, Quoted, Submitted, In Force, Lapsed — the stages are named the way the business actually runs, so the system already speaks your language.
Nothing to set up first
The drips are written, the site is live and the calendar is connected before your first login.
A2P handled in the build
The forms, the numbers and the consent language sit in the site the carriers will inspect — so your texts keep arriving.
A person teaches you the system
We get on a call and walk your own account with you, screen shared, until you can run it without asking anyone.
The system keeps growing
The AI agent for new leads and the administrative page are on the way, and you will see them the moment they are ready.
The core system, built and set up so you can start dialing. Usage — numbers, minutes, messages, AI — is billed on what you send.
When something breaks, you talk to a person.
Not a form. Not a ticket number. Not an email you send on Tuesday and hear about on Thursday. You message us, and we get on the call.
You send a message
However you already talk to us. No portal to log into, no category to pick before anyone reads it.
We get on a call
Screen shared, looking at your account, not asking you to describe the problem in writing.
It gets fixed while you are on the phone
The system is ours, so the fix is ours. Most things are done before the call ends.
This is the part that is hard to see on a pricing page and impossible to ignore once you are running your book on it.
What the monthly covers, and what runs on usage.
The monthly buys the system and the setup. The things that cost money every time you use them — minutes, messages, AI — are billed on what you actually use, so you are never paying for volume you did not send.
A quiet month costs you very little on top of the monthly. A heavy one costs more, because you sent more. We walk through the numbers for your volume on the call, before you pay anything.
Before you buy.
Do you show me how to use it?
Yes. After you buy we get on a call and walk the whole system with you — the pipelines, the drips, the calendars, where everything lives — so you can work without getting stuck.
What happens when something breaks?
You message us and we get on a call. We would rather spend ten minutes on the phone with you than trade emails for two days — the system is ours, so the fix is ours too.
Is the A2P registration handled?
Your website ships ready for it: the forms, the numbers and the consent language carriers look for are already in place, so the filing is paperwork rather than a rebuild.
Does it work for my line of business?
Life and final expense, health, property and casualty — the pipeline stages and the message wording are yours to adjust per line.
What is the $197 exactly?
It covers the system itself: pre-built, every connection made, and the setup you need to start dialing. What it does not cover is usage — phone numbers and the phone system, minutes, text and WhatsApp messages, email sends and AI are billed on what you use, and a domain is paid yearly. See the full breakdown.
What do I need to bring?
Your book and your domain. The CRM, the site, the numbers and the follow-up are ready on our side.
See it running on your own pipeline.
Fifteen minutes, screen shared, your own numbers on the board. No slides.