Your entire book of business, commanded from one screen.
R2G Agent Command is the AI CRM built for insurance agents, real estate agents, and financial brokers. Manage prospects, follow-ups, appointments, and referrals — with an AI assistant that drafts your messages.
14-day free trial on every plan. $850 setup fee charged only once, at the end of your trial.
Command center
Everything an agent needs. Nothing they don't.
Contacts
Prospects, clients, and referral partners with tags, notes, and full activity timelines.
Pipeline
Drag-and-drop kanban across 8 stages — from New Lead to Client to Referral Partner.
AI Assistant
Paste any DM, text, or objection. Get 3 replies: Friendly, Professional, Direct.
Follow-up reminders
Never miss a warm lead. Due-today, overdue, and snoozed — all in one list.
Appointments
Track every scheduled call, walkthrough, or policy review — attached to the contact.
Compliant by design
AI is trained to keep messages professional and never make guaranteed-income promises.
AI Intelligence
Paste a DM. Get three professional replies.
Whether it's a social media DM, a text objection, or a prospect note, the AI generates three tones — Friendly, Professional, Direct — and keeps every message relationship-based, simple, and compliant.
• DM response generator
• Follow-up message generator
• Objection handler
• Appointment script generator
• Lead scoring assistant
AI Assistant
"Hey, saw your quote but the premium is higher than I expected…"
Friendly
Totally hear you! Let's hop on a quick call — I can walk through a few options that might fit your budget better.
Professional
Thanks for the feedback. There are a few ways we can structure this to match your budget — happy to review together this week.
Direct
Understood. Let's find a plan that works. Are you free Tuesday at 10 or 2?