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Diamond OS

Insurance
with an Edge

Explore the dashboardSee pricing information
BUILT FORInsurance teams.

Diamond OS connects your leads, your people, and your daily operation—giving insurance teams a clearer way to work.

THE DIAMOND OS PLATFORMOne workspace.
Every moving part, connected.
THE CONNECTED ADVANTAGE

Pioneering
productivity.

Diamond OS brings the work of an insurance team into one connected system. Less switching. Clearer handoffs. More time for the conversations that matter.

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ONE WORKSPACE
From possibility
to progress.
LEADSFOLLOW-UPPRODUCTION

Illustrative workflow · not performance data

THE PLATFORM

THE PIPELINE01 / 03

Every lead.
A clear next step.

Bring contacts, appointments, and follow-up into one workspace. Give every opportunity an owner—and every agent a clear next action.

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THE WORKFLOW02 / 03

Your people.
Working as one.

Connect setters, producers, and recovery agents with purpose-built workflows. Move from a conversation to an appointment to a production entry without losing the thread.

Try Solo free
THE BIG PICTURE03 / 03

See the operation.
Not just the numbers.

Bring production, team performance, and compensation into focus. Review the work behind the results and decide what needs attention next.

Try Solo free
01 / PIPELINE
Current Diamond OS CRM pipeline interface with fictional contacts, sample opportunities, and demonstration values. No real client records.View full screen
DIAMOND OS · CRM pipelineDemo data · Fictional contacts and values
02 / SCHEDULE
Current Diamond OS scheduling interface with five fictional appointments, sample names, and demonstration statuses. No real client records.View full screen
DIAMOND OS · Scheduling workspaceDemo data · Fictional appointments
03 / PRODUCTION
Current Diamond OS team dashboard components displaying fictional bookings, sits, sales, and ALP totals. Illustrative figures, not real performance data.View full screen
DIAMOND OS · Team dashboardDemo data · Fictional performance figures
PURPOSE-BUILT. CONNECTED BY DESIGN.

One system for your people.
A clearer path forward.

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THE CONNECTED FUTURE OF INSURANCEFind your plan

PLANS FOR YOUR NEXT CHAPTER

Start with your team today. Add seats and capabilities as you grow.

Solo

One agent, one command center

$199/month

1 seat included · 7-day free trial

  • Personal Command Center dashboard
  • Full CRM — contacts, pipeline, tasks
  • Calendly-synced schedule
  • Lead import & follow-up queue
  • DNC compliance — feeds & nightly re-scrub
  • 2 integrations
  • 300 Vanessa AI credits / month

Team

Most popular

Setters, closers, and recovery in one system

$499/month

5 seats included · no free trial

  • Everything in Solo, for up to 5 seats
  • Setter, POS & Recovery entry workflows
  • Team overview & roster management
  • Payroll and per-role pay rates
  • Roles, permissions & invite links
  • 8 integrations
  • 1,500 Vanessa AI credits / month

Pro

Full intelligence, compliance, and scale

$1,000/month

15 seats included · no free trial

  • Everything in Team, for up to 15 seats
  • Full analytics suite & goal forecasting
  • Advanced compensation rule engine
  • Compliance audit trail
  • API access & outbound webhooks
  • 20 integrations
  • 6,000 Vanessa AI credits / month

Enterprise

20+ seats, custom terms, dedicated onboarding

Contact for pricing

20+ seats · custom terms & onboarding

  • Everything in Pro, for 20+ seats
  • Unlimited integrations
  • Custom AI credit allowance
  • Dedicated onboarding & migration help
  • Priority support & custom contract terms

Add-ons — pay only for what you use

Extra Seat

$99 /mo each

Add a member beyond your plan's seats.

Extra Integration

$15 /mo each

Connect another tool beyond your limit.

AI Credit Pack

$29 one-time

1,000 extra Vanessa AI credits, never expire.

Recruiting Dashboard Seat

$39 /mo each

Per-seat access to the Recruiting Dashboard — lead CRM, KPIs, leaderboards, EOD reporting, and goals tracker.

RUN THE NUMBERS

Use your team's numbers to explore an illustrative scenario. Adjust the inputs and make your own assessment.

ROI Calculator

Recovery plus faster follow-up. Adjust the sliders to your team's volume and close rate.

25
70%
20%
$850

No-shows recovered / mo

11

Recovered ALP / mo

$1,785

Follow-up lift / mo

$4,760

Plan cost / mo

$499

Total return / mo

$6,545

Net monthly return

$6,046

13.1x

return on your plan — recovery plus faster follow-up, before any new sales.

Based on a 35% no-show recovery rate and an 8% close-rate lift from faster lead follow-up. Recovered ALP uses your close rate and average ALP per closed app. Actual results depend on your team's follow-through.

Illustrative ALP estimates only—not commissions, profit, or guaranteed results. Actual outcomes vary.

EXPLORING WHAT COMES NEXT

Intelligence,
with a clear purpose.

Enterprise concepts under exploration—not features included in current plans.

01
CONCEPT · NOT YET AVAILABLE

Risk intelligence

A potential view of risk signals across the insurance workflow.

02
CONCEPT · NOT YET AVAILABLE

Claims workflows

Exploring support for claims review and human decision-making.

03
CONCEPT · NOT YET AVAILABLE

Underwriting connections

A proposed connection layer for policy and underwriting systems.

FAQ

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