New Account Setup

Schedule YourOnboarding.

Welcome to CallBack! Book your onboarding session with our team and we'll walk you through everything — from importing your first leads to activating your AI agent. We'll have you up and running fast.

Account & Lead Import

We'll help you set up your account, import your existing leads, and configure your pipelines for every line of insurance you sell.

AI Agent Configuration

Activate and customize your AI follow-up agent — set the tone, timing, and scripts that match your selling style.

Launch & Go Live

By the end of the call you'll be fully operational — automation running, leads flowing, and your AI working around the clock.*

(844) 420-2633

support@callbackinc.com

* A2P will be submitted, however, the review process is a manual process and usually takes a few days to complete. In the meantime, you can still use your dedicated phone number for inbound/outbound calling. Once approved, you will be notified by text and email.

ONBOARDING

With an Account Manager30 MIN

Your Onboarding

Step 1

Book Your Session

Pick a time that works for you. Your dedicated account manager will be ready with a plan tailored to your agency.

Step 2

We Configure Together

On the call, we'll set up your pipelines, import contacts, set up your phone number, start your A2P application, and activate your AI agent — live.

Step 3

Start Closing

Walk away with a fully configured CRM that's already working your leads. Ongoing support is always a message away.