Insurance Agency Operating System
The operations infrastructure for established insurance agencies.
AI Voice intake. Multi-agent CRM. Compliance audit logs. Carrier integrations. Built for agencies that have outgrown stitched-together stacks.
Insurance Agency Operating System
AI Voice intake. Multi-agent CRM. Compliance audit logs. Carrier integrations. Built for agencies that have outgrown stitched-together stacks.
Platform · 4 capabilities
Not a CRM. Not a dialer. Not a marketing tool. The infrastructure layer that connects intake, conversion, compliance, and reporting — with AI Voice and bilingual support built in.
01
Voice cloned to your agency's principal. Answers every inbound and outbound lead within 60 seconds, in English or Spanish. FCC AI disclosure delivered as the first audible — built-in, not bolted on. PEWC capture and DNC scrubbing happen automatically.
"Hello, this is an automated assistant from your agency. This call is generated by artificial intelligence."
"Yes, continue."
→ PEWC consent captured · routing to producer
02
Owner, senior producers, junior producers, sub-agents — modeled in the data layer, not as workarounds. Lead routing, commission splits, override calculations, and per-producer activity visible at every level. State-aware fields for licensing, appointments, and product mix.
03
PEWC consent events, DNC scrub results, AI disclosure delivery, and TCPA opt-out events captured with timestamps and exportable evidence. When state DOI or a plaintiff's attorney sends a subpoena, the response is one query, not a fire drill.
04
You keep AgencyZoom, EZLynx, Applied Epic, AgencyBloc, BindHQ, Salesforce — whatever runs your back office today. We add the operations layer on top: AI Voice, intake automation, compliance, and unified reporting. Your existing data stays where it is.
Who it's for
If your agency is generating leads but losing them to slow follow-up, working compliance into spreadsheets, or running multi-producer operations on a CRM not built for it — you're who we work with.
Solo agency · 2-5 producers
You're past the solopreneur phase. You have 2-5 producers but your stack is still duct-taped together. Speed-to-lead is inconsistent. Compliance is whoever-remembers.
Mid-agency · 6-20 producers
You're in the awkward middle: too big for spreadsheets, too small for full-stack enterprise software. You need a real operations layer with multi-producer modeling, override tracking, and compliance you can audit.
Enterprise agency · 21+ producers
Multi-location, multi-state, multi-line-of-business. You have an Ops Director, a Compliance Officer, and a Head of Producer Development. You need infrastructure that talks to all three.
Integrations
We don't ask agencies to migrate. We connect to your existing AMS, CRM, dialer, billing, and carrier feeds — and add the missing operations layer on top.
Customer stories
Active agencies and IMOs running on the platform. Verbatim video testimonials are in production — these are the principals who agreed to be named.
Video testimonial in production — on how the LPS ecosystem scales NBG's intake without losing compliance.
Video testimonial in production — on how the multi-agent CRM and AI Voice transformed her agency's lead handling.
Video testimonial in production — on how the platform handled bilingual intake and producer management.
Video testimonial in production — on speed-to-lead and close-rate impact since implementation.
Pricing
Operational guarantees backed by contract. No outcome promises — we don't write your business, we run your operations layer.
Custom features (white-label, multi-region, additional languages, custom integrations) are scoped per agency and available on request. Implementation timelines and feasibility confirmed during strategy session — we don't promise capabilities we can't deliver in your specific configuration.
LPS vs the alternatives
Honest comparison. We're not the cheapest CRM. We're the only platform that includes AI Voice intake + bilingual support + compliance audit logs + website production in one ecosystem.
| Capability | LPS Insurance OS | AgencyZoom | EZLynx | HawkSoft | Applied Epic |
|---|---|---|---|---|---|
| Starting price | $497/moSolo Tier · 1-2 | $199/mo solo agent |
$350/mo 5 users |
$295/agent all-in |
$150-200/user enterprise |
| AI Voice intake (built-in) | ✓FCC + TCPA compliant | ✗ | ✗ | ✗ | ✗ |
| Bilingual EN + ES (native) | ✓Voice + UI + scripts | ✗ | ✗ | ✗ | EN only |
| FCC AI disclosure (Feb 2024 ruling) | ✓Built-in, first audio | ✗ DIY | ✗ DIY | ✗ DIY | ✗ DIY |
| Multi-agent CRM + splits | ✓Native overrides | Limited | Basic | ✓ | ✓ |
| Compliance audit logs | ✓Audit-ready exports | Add-on | Limited | Basic | Add-on |
| Carrier + AMS integrations | ✓Native + Zapier | Limited | ✓ | ✓ | ✓ Enterprise |
| Website + landing page production | ✓Included in setup | ✗ | ✗ | ✗ | ✗ |
| Implementation timeline | 30-60 daysfully managed | DIY self-onboard |
60-90 days | 60-90 days | 90-180 days |
| Founder-direct support | ✓Pro+ tiers | ✗ | ✗ | ✗ | ✗ |
Pricing data verified May 2026 from public sources (Capterra, GetApp, SoftwareAdvice). What we don't compete on: lowest sticker price. What we win on: ecosystem completeness, bilingual depth, FCC compliance built-in, included website production.
Security · Compliance
Insurance agencies don't get to "move fast and break things." Every call, every consent, every disclosure is logged with timestamps and exportable. When state DOI sends a subpoena, you don't go into panic mode.
AI disclosure delivered as the first audible on every AI call. PEWC tracking with timestamped audit trail per consumer.
Federal DNC + state DNC + Reassigned Numbers DB scrubbing pre-call. Block + log refusals automated.
Reproducible exports formatted for state insurance department inquiries. Per-producer + per-state filtering.
End-to-end encrypted client communications. Sensitive PII (SSN, DOB, financial) handled via secure portal, never email.
Audit-ready event logs, access controls, incident response procedures. SOC 2 Type II readiness consulting available as Enterprise tier add-on — we don't certify directly.
Note from the founder
Insurance agencies have been running on stitched-together stacks for two decades — a CRM here, a dialer there, a spreadsheet for compliance, and somebody's nephew running the website. The agencies that work — the ones that have been around for 10, 20, 30 years — don't need another shiny tool. They need infrastructure.
I built Latin Prime Systems after watching too many established agencies hit a ceiling — not because they lacked talent or capital, but because their operations stack couldn't scale with them. Every component is built to operate at the agency level — not the agent level — and to integrate with the stack you already pay for, not replace it.
— Carlos J. Torres · Founder, Latin Prime Systems
30-minute strategy session with the founder. We review your operations, identify what would change in the first 90 days, and tell you whether we're the right fit. If we're not, we'll tell you who is.