Welcome to EnrollTools: The Smarter Way to Grow Your Insurance Business
At EnrollTools, we provide insurance professionals with the most effective tools to communicate, enroll, and grow their business. Whether you're handling open enrollment, managing policyholder engagement, or scaling your
insurance team, our automated marketing and CRM platform helps you simplify communication and increase conversions effortlessly.
Drive Engagement with SMS & Email Campaigns
Manage Leads & Enrollments with our Enrollment CRM
Automate Outreach with AI-powered messaging
Stay Organized with Integrated Scheduling & Call Tracking
Who We Are
EnrollTools is a specialized SaaS platform built exclusively for insurance professionals.
We understand the unique challenges of insurance marketing and enrollment, which is why we built a comprehensive platform that takes the guesswork out of campaign management, customer engagement, and compliance.
Why Choose EnrollTools?
Tailored for the Insurance Industry – Built specifically for agents, brokers, and enrollment professionals.
All-in-One CRM & Marketing Solution – No need for multiple tools—everything is in one place.
Simplified Campaign Management – Automate your messaging and track responses effortlessly.
Compliance & Security – Stay in line with industry regulations while protecting client data.
Powerful Features Built for Your Success
Customizable Contact Management
Keep detailed records of every policyholder and enrollment lead.
Track engagement, status updates, and follow-ups with ease.
Smart Campaign Tracking & Automation
Visualize and optimize SMS, email, and call campaigns with customizable workflows.
Monitor response rates, conversions, and engagement metrics in real time.
Built-in Phone & Call Tracking (Comparable to Dialpad)
Make & receive calls directly from EnrollTools.
Automatic call recording & logs for easy follow-up.
Integrated Calendar & Scheduling (Comparable to Calendly)
Eliminate the need for third-party scheduling tools like Calendly. Manage appointments directly from EnrollTools.
Let leads & clients book directly through your personal scheduling link.
Bulk Messaging Capabilities
Send SMS and email blasts at scale—schedule and automate outreach.
Multi-touch nurture campaigns keep your leads engaged without extra effort.
Advanced Capabilities for Insurance Professionals
Advanced Reporting & Analytics
Real-time insights on engagement rates, conversions, and campaign effectiveness.
Exportable reports to analyze performance and optimize future campaigns.
Automations That Work for You
Create AI-powered drip campaigns
to nurture leads & boost enrollments.
Set triggers & workflows
to automatically follow up with prospects.
Done-for-You Service (White Glove Plan)
Need help setting up campaigns? We’ll handle it for you!
We create your SMS, email, and call scripts —just email us the details, and we’ll take care of the rest.
Flexible Pricing Options to Fit Your Business Needs
Scalable pricing designed to match your team size & growth goals.
Marketing Plan
$99
/MONTHLY
(1 User - Associate Level)
SMS & Email Campaigns
Pre-built Drip & Nurture Sequences
Campaign Templates
Basic Reporting & Support
📌 More Users?
District (Up to 5 users)– $249/month
Region (Up to 10 users)– $499/month
Market (Up to 50 users)– $999/month
Enrollment CRM Plan
$199
/MONTHLY
(1 User - Associate Level)
Everything in Marketing Plan
CRM with Enrollment Tracking
Advanced Reporting & Insights
Phone Service with Call Recording (Comparable to Dialpad)
Calendar Scheduling Tool (Comparable to Calendly)
Priority Support
📌 More Users?
Region (Up to 10 users)– $999/month
Market (Up to 50 users)– $1,999/month
White Glove Plan
$399
/MONTHLY
(1 User - Associate Level)
Everything in Enrollment CRM Plan
We Set Up Your Campaigns & Write Copy – Just email us the details!
Custom Strategy Sessions & Full Onboarding Support
Hands-on Enrollment Management – We set up enrollments for you.
📌 More Users?
District (Up to 5 users)– $999/month
Region (Up to 10 users)– $1,999/month
Market (Up to 50 users)– $3,999/month
Find the Perfect Plan for Your Business
Explore transparent pricing, feature breakdowns, and customizable plans to fit your team's needs.
Marketing Plan
SMS & Email Campaigns
Pre-Built Drip Campaigns
Campaign Templates
CRM & Enrollment Tracking
Advanced Reporting & Insights
Phone Service with Call Recording
Calendar Scheduling Tool
Priority Support
Custom Strategy & Setup
Hands-on Enrollment Management
Done-for-You Campaign Setup
Custom Copywriting
Enrollment CRM Plan
SMS & Email Campaigns
Pre-Built Drip Campaigns
Campaign Templates
CRM & Enrollment Tracking
Advanced Reporting & Insights
Phone Service with Call Recording
Calendar Scheduling Tool
Priority Support
Custom Strategy & Setup
Hands-on Enrollment Management
Done-for-You Campaign Setup
Custom Copywriting
White Glove Plan
SMS & Email Campaigns
Pre-Built Drip Campaigns
Campaign Templates
CRM & Enrollment Tracking
Advanced Reporting & Insights
Phone Service with Call Recording
Calendar Scheduling Tool
Priority Support
Custom Strategy & Setup
Hands-on Enrollment Management
Done-for-You Campaign Setup
Custom Copywriting
Messaging & Additional User Pricing
Marketing Plan
Base Price (1 user - Associate Level)- $99
District (Up to 5 users)- $249
Region (Up to 10 users)- $499
Market (Up to 50 users)- $999
Per Additional User Over Market Level- $20
Per 1,000 Emails- $5
Per 1,000 SMS- $25
Enrollment CRM Plan
Base Price (1 user - Associate Level)- $199
District (Up to 5 users)- $499
Region (Up to 10 users)- $999
Market (Up to 50 users)- $1,999
Per Additional User Over Market Level- $40
Per 1,000 Emails- $3
Per 1,000 SMS- $20
White Glove Plan
Base Price (1 user - Associate Level)- $399
District (Up to 5 users)- $999
Region (Up to 10 users)- $1,999
Market (Up to 50 users)- $3,999
Per Additional User Over Market Level- $80
Per 1,000 Emails- $2
Per 1,000 SMS- $15
Annual Discounts: 10% off for annual prepayment.
Custom Plans Available: For enterprise solutions, contact us for a tailored package
Ready to scale your business? Choose your plan and get started today!
Frequently Asked Questions
1. What is EnrollTools, and how does it help insurance professionals?
EnrollTools is an all-in-one marketing, CRM, and automation platform designed specifically for insurance professionals. We help engage prospects, track enrollments, and streamline communication—all from one easy-to-use platform.
3. Does EnrollTools provide phone and scheduling tools?
Yes! Our Enrollment CRM Plan and White Glove Plan include. Phone service with call recording (similar to Dialpad) Integrated calendar scheduling (similar to Calendly)
2 . Can I send bulk SMS and email campaigns?
Yes! EnrollTools allows you to send bulk SMS and email messages, schedule campaigns, and automate follow-ups to nurture leads effectively.
4 . Is my data secure with EnrollTools?
Absolutely. We use industry-standard encryption and security measures to ensure all data is protected and compliant with insurance regulations.
5 . How do I get started?
Simply choose a plan, sign up, and start running smarter, more automated enrollment campaigns today.
Contact Us
EnrollTools – Your Partner for Smarter Insurance Marketing
Helping insurance professionals streamline enrollment, communication, and campaign management.
213-589-3591