CRMDAY One - 2026 Pricing, Features, Reviews & Alternatives

CRMDAY One is a cloud-based CRM platform built exclusively for U.S. health insurance agents, agencies, and FMOs (Field Marketing Organizations). It consolidates client and household management, ACA quoting, policy tracking, enrollment operations, and team workflows into a single operating environment, replacing fragmented spreadsheets and disconnected tools. The platform is available in English, Spanish, and Portuguese, and is designed to serve solo agents, small ACA shops, growing multi-line agencies covering ACA, Medicare, and life insurance, as well as IMO and FMO agency networks.

CRMDAY One structures the full insurance operating cycle, from lead intake and qualification through quoting, enrollment, DMI follow-up, and renewals. An integrated ACA quoting workspace connects with Healthcare.gov, and a HealthSherpa integration provides enrollment context, renewal tracking, and DMI follow-up support. The Open Enrollment orchestrator manages lead queues, status tracking, and workload visibility across the team. Omnichannel communication, including voice, SMS, WhatsApp, and Instagram, is logged directly on the client timeline, keeping all interaction history in one place. Additional capabilities include an automation and workflow builder, signed forms and e-signature, campaign management, reports and analytics dashboards, role and ownership assignment for team collaboration, and commission management with reconciliation, splits, overrides, and payouts. Agency network management supports multi-level agent structures and FMO operations.

An optional AI add-on, ARIA, is available at $199 per month for up to 1,000 AI-handled conversations. ARIA handles inbound WhatsApp and SMS conversations using the client's existing history, then transfers to the human team with a conversation summary. It is designed for after-hours lead qualification and high-volume service periods. Together, these capabilities position CRMDAY One as an end-to-end operating platform that addresses people, processes, and technology across the insurance agency lifecycle.