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A2P, or Application-to-Person, phone registration is the process that allows First Life CRM to send text messages to your clients compliantly through carriers like AT&T and Verizon.

During setup, you tell carriers who you are, what your business does, and how you plan to use messaging. This helps your number get approved and helps your texts deliver more reliably.

To learn more, visit the A2P Registration Guide.

Yes. The phone system is usage-based, so you only pay for what you use. You can purchase a local number or toll-free number, and you can have more than one number if needed.

• Local number: typically around $1.15/month.
• Toll-free number: typically around $2.15/month.
• SMS segments: typically around $0.019 per SMS segment.
• Outbound calls: typically around $0.032/minute.
• Inbound calls: typically around $0.019/minute.

You can also use this SMS segment calculator to estimate how many text segments a message may use.

For a more complete breakdown, visit the service fee page.

Core is best for solo agents who need the essential CRM features to run their business.

Core+ is designed for agents building a team and includes additional user seats and tools.

Core+ Marketing is built for agencies ready to generate leads, run marketing, and scale their campaigns.

Compare Plans , and discover which one is right for you.

Yes. We help new clients get set up so the account is ready to use from the start.

• Configure core settings.
• Set up the system properly from day one.
• Walk you through a live demo so you know how to use it.

Use the Zoom support option to schedule time with our team.

Yes. We offer lead purchase options through trusted strategic partners specifically for life insurance agents.

If you are on Core+ Marketing, you can also run your own ads, generate leads inside the platform, and use automations, AI Voice, and Conversation AI to help field and qualify leads.

Not necessarily. Most solo agents can get started with the Core plan.

Core+ becomes more useful if you have, or plan to hire, team members, need multiple users, or want help managing social media through the Social Planner.

If you are growing a team or scaling operations, Core+ can become a valuable upgrade.