"I already have a CRM."
Good — keep it. Opsentra doesn't rip out your AMS; it does the work your CRM won't: answers the phone, follows up, and works the pipeline while your staff sells.
Opsentra answers the phone, works the pipeline, runs your marketing, and shows you exactly what's driving growth — one connected operating system, now built out across three verticals: Insurance, Opsentra Creatr, and SaaS.
Run your entire agency from one system — built to work in the real world, not just the demo.
One operating picture across the agency
Every vertical runs on the same Opsentra core — no forks, no bolted-on tools. Insurance is open for founding pilots today. Opsentra Creatr and SaaS are in pilot with our own teams; they'll open when they've earned it.
The full agency operating system: an AI receptionist that answers from day one, a pipeline that follows up on its own, your marketing running in the background, and a command center that shows you the numbers every morning.
Essential tier, locked for life. 90-day pilot, then rolling monthly.
Our influencer platform, built on the same content engine that powers agency marketing. Currently in pilot with our own creators — we're proving it on ourselves before we sell it to anyone.
Visit Opsentra CreatrNot enrolling yet. Insurance agencies come first.
First customer: us. We run our own operations on Opsentra and dogfood every release before it ships to anyone else. If it can't run our business, it doesn't ship.
Visit Opsentra SaaSNot enrolling yet. Insurance agencies come first.
Aria (Autonomous Reasoning & Intelligence Agent) works across every Opsentra module. She reads your agency's live numbers, says where each one came from, and when she doesn't have something she tells you what's missing instead of guessing.
Your morning brief: what changed, what needs you and what she already handled. Each figure shows its module and the time it was read, and she can say it aloud while the charts build beside her. Ask a follow-up mid-brief and she answers from the live data, then picks up where she left off.
Ask what an owner or manager asks: which renewals are past due and for which households, which producer's pipeline is biggest, how many calls were missed. She joins the modules to answer. If the data isn't there, she says what's missing and how to get it.
Team, sales, planning, leadership and formal minuted meetings. She opens with the recording notice, holds the agenda, puts each topic's live numbers on screen, and answers the room's questions. Only decisions and action items the room confirms go into the minutes. She creates the follow-up tasks, and the recap waits for your approval.
Local, regional or national, from public sources only. Every fact is cited and the whole analysis is dated. For local, she checks how each competitor shows up in search, reviews and the AI answer engines, next to how your agency shows up, and says plainly when she can't see something.
Each workspace solves a real operational problem. Together they share one context layer — so a phone call, an email, and a marketing post all know about the same client.
The AI receptionist. Answers every inbound call, captures intent, and routes the right next step — on your own agency number, working from day one.
A pipeline that moves on its own. Automated follow-up sequences, lost-lead and lapsed-client win-back, and 90-day attribution from first touch to bound policy.
Every lead lands in one place. New inquiries are captured, assigned, and tracked from the first touch — nothing slips through the cracks.
Email becomes structured work. Threaded conversations, approval-first sending, and sequences that keep their context instead of scattering it.
The content engine. Faceless video generation, YouTube SEO packages, short-form clips, photo posts, and a cross-platform publishing queue.
Know your numbers. Live dashboards — premium written, policies in force, forecasts — built from your agency's own data.
The morning glance. Today's numbers, goals, trends, and the team leaderboard — everything that matters, on one screen.
Plays well with others. The integrations hub for your channels and tools — so Opsentra fits the stack you already have.
Exceptions, not noise. Team activity, flagged items, and marketing attribution — the decisions that need a human, surfaced automatically.
The agency's financial brain: policies, renewals, commissions and forecasts from the agency's own book. Aria runs the monthly reporting pack from it: the close against last month and plan, commission reconciliation that flags and ages every short payment until someone clears it, premium trust and agency-bill receivables, carrier contingency tiers with the dollar gap to the next tier, retention and book health, and producer and marketing economics. Where a piece isn't connected yet, the report says so rather than estimating.
Client records, reconciled. Stores and dedupes AMS-imported clients, reconciles policies into AgencyCFO, and provides claim tracking.
Every call, coached. When a call comes in or goes out, the caller's info pulls up on screen. Conversations are transcribed live, FORM insights — family, occupation, recreation, and money — are extracted automatically, and the team gets coaching scorecards, real-time prompts, and skill progression tracking.
Home policy explainer
Coverage myth series
From first ring to long-term client, the work moves forward as one continuous system — not five disconnected apps.
FrontDesk picks up every inbound call, captures what the caller needs, and routes the right next step — from day one.
Calls, texts, emails, and lead history stay connected to the relationship instead of disappearing between tools.
Follow-up, win-back campaigns, reminders, and content publishing progress without relying on sticky notes or memory.
Attribution shows what brought each dollar in. Exceptions surface the decisions that need a human — everything else just runs.
Shared internet leads get sold to multiple agents. You pay full price, then race four other agencies to call first. One month of Opsentra costs $500 flat — less than a tenth of a producer’s salary — except the leads are yours alone and the follow-up runs itself.
You pay for the name, then your producers chase it alongside everyone else who bought the same lead.
$500 per month, flat. Your own marketing fills the pipeline, and follow-up keeps moving without another lead-vendor race.
Your producers stop racing other agents to the same lead and start working leads nobody else has.
We're onboarding ten independent insurance agencies as founding pilots. You run your agency on Opsentra; we work directly with you to make it earn its keep.
Every tier: every module, every seat — no per-seat pricing, no setup fees. Founding pilots lock their rate for life.
We read every application ourselves. If you're a fit, we'll reach out within two business days.
Thanks — we read every application ourselves and will reach out within two business days. Your reference:
No spam, no drip campaign. Just a conversation about whether this fits.
Good — keep it. Opsentra doesn't rip out your AMS; it does the work your CRM won't: answers the phone, follows up, and works the pipeline while your staff sells.
They barely have to. The AI receptionist answers from day one with no training, and everything lands in one workspace instead of five logins.
You're in control. It answers, captures intent, and escalates anything it shouldn't handle to a human. We built it for agencies that live or die on the phone — it has to earn trust on call one.
It's built for independents, not call centers. One subscription, one system, no IT department required.
It's a 90-day pilot, then month to month with a 30-day exit. Your data is yours either way.
$500 per month flat on Essential — every seat, every module, no per-seat pricing, no setup fees. Includes 500 AI calls a month; usage overage billed separately. Professional ($1,000/mo) and Scale ($2,000/mo) add locations, higher AI volume, and white-glove support. Founding pilots lock their rate for life.
That's our hard line. During onboarding your agency gets its own provisioned phone number, and FrontDesk answers from day one — capturing intent and routing every call. If the receptionist doesn't work on day one, we haven't done our job.
It goes rolling monthly at your locked founding rate. Stay as long as it's earning its keep; leave anytime with 30 days' notice. No annual contract, no exit fee, no hard feelings.
Independent insurance agencies — that's the only vertical enrolling right now. Opsentra Creatr (influencers) and SaaS are in pilot with our own teams and will open when they've proven themselves.
No. Connect plugs in the channels and tools you already use, and Opsentra becomes the operating layer on top — one place where calls, pipeline, email, and marketing actually talk to each other.
You're early — and that's fine. The Insurance vertical is where we're starting because it's the business we know best (our founder is a working insurance agent). The other verticals open when they've earned it, not before.