When does The Standard CRM launch?

Coming soon. Waitlist members get first access, then a broader rollout. We will email you the date the moment it firms up. No surprise launch announcements.

Is this for solo agents or only for agencies?

Both. Solo agents get one CRM seat with one AI agent and one phone number. Multi-agent agencies get per-agent isolation when it matters: separate calendars, separate caps, one aggregated dashboard for the owner. Tell us your team size on the waitlist form and we will tier the early-access conversation.

What does my day look like with The Standard CRM?

Morning: review the leads the AI worked overnight and the appointments it booked for the afternoon. Mid-morning: take the qualified calls. Every one already briefed in a one-paragraph summary. Afternoon: close. End of day: every action the AI took is on a single screen. You did not chase a single lead. You did not write a single drip email. You closed.

What happens when a prospect calls in?

Your tracked number rings. Our AI picks up, in a conversational human-like voice the prospect cannot distinguish from a real assistant on your team. The AI greets them, qualifies them (age, beneficiary, intent), offers calendar slots that fit your real availability, and books the appointment before the call ends. 24/7, every time zone. You wake up to a calendar with prospects already qualified and briefed.

How does it work for outbound leads?

Every new lead (Facebook ad, vendor list, web form) hits the AI within seconds. Warm SMS first, in plain English, signed by a name you choose for your AI assistant. If they reply, the AI calls them in a conversational human-like voice, qualifies them, and offers calendar slots. Note: outbound voice dials from day 1. Outbound SMS waits on a one-time, roughly one-week carrier compliance step (A2P 10DLC) that every business SMS sender must clear with the major US carriers. Once the carriers approve, full SMS autonomy turns on.

Does it work with my existing lead sources?

Yes. Facebook lead ads, Google forms, lead vendors, inbound phone numbers, web forms. Anything that can fire a webhook can feed The Standard CRM. We do not replace your acquisition channels. We replace the manual chase that follows.

Can I migrate from my current CRM?

Yes. At launch, we support contact and opportunity import from the major life-insurance CRMs. We will reach out to waitlist members for migration assistance during onboarding.

Terms of Service · The Standard CRM

Please read these terms carefully. They include a binding arbitration agreement and a waiver of class actions (Section 11) that limit how disputes between you and us are resolved.

1. Acceptance

By visiting thestandardcrm.io (the "Site"), joining the waitlist, or otherwise interacting with our content, you agree to these Terms of Service (the "Terms"). If you do not agree, do not use the Site. We may update these Terms from time to time; the version posted at the URL above governs your use, and material changes will be notified by email to waitlist members before they take effect.

2. Eligibility

The Site and the waitlist are intended for use by individuals who are at least eighteen (18) years old and who are signing up in a business capacity (for example, as a life-insurance agent, an owner of a life-insurance agency, or someone evaluating customer-relationship-management software on behalf of such a business). By submitting the waitlist form, you represent that you are at least eighteen years old, that you have the authority to submit the information on behalf of your business, and that the information you submit is accurate.

3. The waitlist is not a contract for service

Joining the waitlist does not entitle you to access the product, to a specific launch date, to specific pricing, or to any other commitment. We may invite waitlist members in a tiered rollout, in any order we choose, and we may decline access to any individual or business at our discretion. Nothing on this Site is an offer to sell, license, or provide any product or service.

4. Intellectual property

The Site, including the brand, the logo, the visual design, the copy, the animated widgets that simulate product behavior, and the software that serves the Site, is owned by us or our licensors and is protected by US and international intellectual property laws. We grant you a limited, non-exclusive, non-transferable, non-sublicensable license to access and view the Site for your personal and business evaluation purposes. We do not grant you any rights to reproduce, modify, distribute, publicly perform, publicly display, or create derivative works of the Site or any portion of it without our prior written consent.

You may not use any meta-tags, scrapers, robots, or other automated means to access the Site, except for well-behaved search-engine crawlers acting in accordance with our robots.txt.

5. Your obligations

You agree not to:

Submit waitlist signups that are false, misleading, or impersonate another person or business.
Interfere with or disrupt the Site or the servers that host it (for example, by flooding the waitlist endpoint, attempting to bypass our rate limits or bot detection, or running denial-of-service attacks).
Reverse-engineer, decompile, or attempt to extract our source code.
Use any portion of the Site to compete with us, to train a competing machine-learning model, or to build a competing customer-relationship-management product.
Violate any law, regulation, or third-party right.

6. Demonstration content and forward-looking statements

The Site contains animated illustrations of product behavior (for example, a simulated decision ledger, a simulated calendar of appointments, a simulated lead pipeline, a simulated AI call transcript). These illustrations are designed to communicate what the product is intended to do at launch. They are not screenshots of operational customer accounts, they do not represent any real prospect or agent, and the names, numbers, and times shown are placeholders.

Statements about future product availability, feature completeness, performance, pricing, or third-party integrations are forward-looking. Actual product behavior may differ. Nothing on the Site constitutes a binding commitment to deliver any specific feature, on any specific timeline, at any specific price.

7. No professional advice

Nothing on the Site constitutes legal, regulatory, tax, accounting, insurance, investment, or compliance advice. Information about insurance products, the Telephone Consumer Protection Act (TCPA), Do-Not-Call lists, the A2P 10DLC compliance process, two-party recording consent, or any other regulatory subject is provided for general informational purposes only. Insurance products are sold by licensed agents under applicable state regulation; product details, exclusions, and pricing vary by carrier and jurisdiction. Consult a qualified professional before making any decision based on information you read here.

8. Disclaimer of warranties

The Site is provided on an "as is" and "as available" basis. To the maximum extent permitted by applicable law, we disclaim all warranties of any kind, whether express, implied, statutory, or otherwise, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that the Site will be uninterrupted, secure, error-free, or free of viruses or other harmful components; that the information on the Site is accurate, complete, or current; or that any defects will be corrected.

9. Limitation of liability

To the maximum extent permitted by applicable law, in no event will we, our affiliates, or our officers, directors, employees, agents, suppliers, or licensors be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost revenue, lost data, loss of goodwill, business interruption, or any other intangible loss, arising out of or in connection with the Site or these Terms, whether based in contract, tort (including negligence), strict liability, or any other theory, and whether or not we have been advised of the possibility of such damages.

Our total aggregate liability to you arising out of or in connection with the Site or these Terms will not exceed one hundred US dollars ($100.00).

Some jurisdictions do not allow the exclusion of certain warranties or the limitation or exclusion of liability for incidental or consequential damages. Accordingly, some of the above limitations may not apply to you. In those jurisdictions our liability is limited to the maximum extent permitted by applicable law.

10. Indemnification

You agree to indemnify, defend, and hold harmless us, our affiliates, and our officers, directors, employees, agents, suppliers, and licensors from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to (i) your use of the Site, (ii) your violation of these Terms, (iii) your violation of any third-party right, or (iv) any content you submit to us.

11. Dispute resolution, arbitration, and class action waiver

Informal resolution first. If you have a dispute with us, you agree to first contact us at support@thestandardcrm.io and attempt in good faith to resolve it informally for at least sixty (60) days before initiating any formal proceeding.

Binding arbitration. If we cannot resolve the dispute informally, any dispute, claim, or controversy arising out of or relating to the Site or these Terms (other than the disputes carved out below) will be resolved by binding individual arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules then in effect. The arbitration will be conducted in English, in the State of Delaware (or remotely, by mutual agreement). The arbitrator's award is final and may be entered as a judgment in any court of competent jurisdiction.

Class action waiver. You and we each agree that any dispute will be resolved on an individual basis and not as a plaintiff or class member in any purported class, collective, consolidated, or representative proceeding. The arbitrator may not consolidate more than one person's claims and may not preside over any form of representative proceeding.

Carve-outs. Either party may bring an individual action in small-claims court for any claim that qualifies. Either party may also seek injunctive or other equitable relief in court to protect its intellectual property rights. Nothing in this section is intended to waive any non-waivable right under applicable law.

Opt-out. You may opt out of this arbitration agreement by sending a written opt-out notice to support@thestandardcrm.io within thirty (30) days of first accepting these Terms. Your notice must include your full name, your email address, and a clear statement that you wish to opt out of arbitration. Opting out will not affect any other portion of these Terms.

12. Governing law and venue

These Terms and any dispute arising out of or relating to them or the Site are governed by the laws of the State of Delaware, without regard to its conflict-of-law rules. For any dispute not subject to the arbitration agreement above, you and we agree to the exclusive jurisdiction of the state and federal courts located in Delaware.

13. Termination

We may, at any time and for any reason, remove you from the waitlist, restrict your access to the Site, or terminate these Terms with respect to you, with or without notice. The sections that by their nature should survive termination (including Intellectual Property, Disclaimer of Warranties, Limitation of Liability, Indemnification, Dispute Resolution, and Governing Law) will survive.

14. Miscellaneous

These Terms, together with our Privacy Policy, are the entire agreement between you and us regarding the Site, and they supersede all prior agreements on that subject. If any provision is held unenforceable, the remaining provisions remain in effect. Our failure to enforce any provision is not a waiver of our right to do so later. You may not assign or transfer these Terms; we may assign them in connection with a merger, acquisition, financing, reorganization, or sale of assets.

15. Contact

Email support@thestandardcrm.io for any question about these Terms.