Six modules.
One platform.
Activate what you need today. Add the rest as you grow. Every module shares the same data, the same agent, the same client — no integrations, no data silos.
Bindloops CRM
Three pipelines (Life, Health, Annuities), semantic-color kanban, hybrid lead scoring, per-contact timeline, TCPA consent built in. Built for how producers actually sell.
Explore Crm →Bindloops Voice
Native softphone (WebRTC + Twilio) with a real-time AI assistant: live transcription and objection suggestions on screen. Plus Sofía, your AI voice receptionist answering 24/7.
Explore Voice →Bindloops Flow
Visual automation builder with "Create with AI": describe the flow and AI builds it. Triggers on new lead, tags, stages, lifecycle. WhatsApp, SMS, email. Plus funnels and lead magnets with auto-branded PDFs.
Explore Flow →Bindloops Academy
Life & Health license exam simulator for 50 states + DC with real-exam mode and 1,200+ questions. AHIP prep, bilingual glossary with flashcards, personalized study plan, AEP/OEP certification tracker.
Explore Academy →Bindloops Compass
The financial app for your agency's end client: financial profile, debt payoff plan, family plan, and Plaid-connected accounts. Every client milestone flows back to your CRM as a warm signal.
Explore Compass →Bindloops Roleplay
AI voice bot that simulates real prospects. Your producers practice scripts and objection handling 24/7 — before calling actual leads. Coached, scored, ranked.
Explore Roleplay →Ready to close the loop?
Personalized demo. Optional Done-For-You setup. Migrate your existing CRM in 24 hours.