Audri helps insurance agents manage leads, follow-ups, goals, meetings, resources, and daily activity, then scales into a shared operating system for agency teams.
Free for individual agents. Built for teams when you are ready.
Lead tracker
3 due todaySarah Mitchell
Fact find
David Chen
Proposal
Priya Nair
Review
AI goal plan
Leads, follow-ups, scripts, goals, and team updates often live across chats, spreadsheets, folders, and memory. Audri brings the daily work into one place.
Ownership, status, and next steps get lost across chats and spreadsheets.
Busy agents forget good prospects when there is no clear next action.
Scripts, FAQs, calculators, and checklists live across old files and messages.
Team visibility depends on screenshots, manual reporting, and repeated follow-ups.
Product proof
Track leads, turn goals into daily actions, and capture meeting follow-ups without spreading the work across chats, spreadsheets, and memory.
Lead Tracker
Track prospects, follow-ups, and activity without losing context.
Sarah Mitchell
James · Fact Find
David Chen
Helen · Proposal Sent
Priya Nair
Tom · Review
Helen Lee
Sarah · New Lead
Today's follow-ups
3
Due today
1
Overdue
2
Warm leads
Recent activity
AI Goal Planner
Break big goals into practical next steps agents can act on today.
Monthly target
20 issued policies
Meeting Insights
Summarize conversations, extract next steps, and update the timeline.
Discussed family coverage, existing policies, and budget concerns.
Every lead has a next action
Every goal becomes daily work
Every meeting creates follow-up
Who it is for
Audri gives solo producers a cleaner daily workspace and gives team leaders shared visibility when execution becomes collaborative.
Individual agents
Track leads, goals, follow-ups, and daily activity from one simple workspace.
Team leaders
Assign leads, publish resources, track goals, and spot where support is needed.
Plans
A compact preview of the personal and team plan ladder.
For individual agents
$0/mo
Start organizing leads, goals, and follow-ups.
$15/mo
More lead capacity, tasks, calendar, and light AI planning.
$49/mo
Advanced analytics, automations, transcripts, and exports.
For team leaders and agencies
$99/mo
Shared CRM, team goals, resources, and manager visibility.
$299/mo
Advanced routing, scoring, analytics, and team AI planning.
Custom
Custom users, onboarding, integrations, SSO, and support.
Ready when your work needs one place to run
Leads, goals, follow-ups, meetings, resources, and performance stay connected from the first prospect to the team review.
