SMBIZ | CRM + AI Receptionist for Healthcare Practices & Insurance Agencies
(281) 800-5664 Get a Free Quote

CRM + AI for healthcare & insurance CRM + AI for insurance agencies CRM + AI for healthcare practices

CRM and AI built for healthcare practices and insurance agencies.

One system to get found, answer every call with AI, book appointments and keep patients and clients coming back. Set up for you by our team. From your first policy to a full book: look credible online, turn quote requests into booked reviews, and keep clients renewing and referring. Set up for your agency. From your first patient to a full schedule: look trusted online, turn every new-patient call into a booking, and bring patients back on time. Set up for your practice.

Get Started TodaySet up for you. No long-term contract. Call Our AI AgentLive demo · (866) 940-7227
Built only for practices & agencies No long-term contract 5.0 on Google

Works with the tools you already use

Who we build for

Built for two industries. Not two thousand.

Practices and agencies run on the phone, live on reminders and win on reviews. So that's what we build around.

Healthcare & medical practices

A full schedule, without a bigger front desk.

  • New-patient calls answered and booked, even after hours
  • Reminders and recalls that keep chairs filled
  • A review request after every visit
  • Sits alongside your EHR. It doesn't replace it
See it for your practice →
Insurance agencies

More quotes bound, more policies renewed.

  • Quote requests answered in minutes, day or night
  • Every open quote followed up until they bind or decline
  • Renewal and cross-sell reminders on schedule
  • Sits alongside your agency management system
See it for your agency →

Wherever you are today

From day one to booked solid. From first policy to a full book. From first patient to a full schedule.

Four stages. One system. Set up for you.

  1. Day 1

    Look established

    Website + Google profile

  2. Month 1

    Win every inquiry

    Replies in minutes

  3. Month 6

    Get chosen on Google

    Reviews on autopilot

  4. Year 2

    Grow without hiring

    AI answers 24/7
See what you get

AI receptionist, live now

Sound established
from the first call.

Every call answered in your name, day or night. Even if it's just you.

  • Answers in your name
  • Books your calendar
  • Sends the transcript
  • Hands off to you
Call the live demo(866) 940-7227

Try asking for a quote or booking a visit.Try asking for an auto quote.Try booking a new-patient visit.

Illustration. Call the demo line to hear the real thing.

Real clients

Already running for practices and agencies.

Full portfolio
Skin Body MedSpa website built by SMBIZSkin Body MedSpa
Aesthetics

Skin Body MedSpa

Automated scheduling built into a website designed to convert.
Allevia Centers website built by SMBIZAllevia Centers
Healthcare

Allevia Centers

A system that manages patient inflow and cuts front-desk friction.
DLG Insurance Agency website built by SMBIZDLG Insurance Agency
Insurance agency

DLG Insurance Agency

Agency website with a page for every line of coverage and carrier contacts for clients.

The platform

One CRM. The whole front office.

Follow-up is one feature. Calls, booking, payments, reviews and AI all run in the same system.

Never lose a customer to voicemail

Every call, text, web form and social message lands in one inbox, and gets a reply in minutes, even when you're with someone else.

Professional & Premium

Turn inquiries into appointments

People pick a time that's actually open and book themselves inbook their own quote reviewbook their own visit. You see the booking and the whole conversation.

Professional & Premium

Keep customers coming back

Follow-ups, reminders, renewals and recallsQuote follow-ups, renewal reminders and cross-sell check-insAppointment reminders, recalls and reactivation messages go out on their own, so repeat business doesn't depend on your memory.

Professional & Premium

Get paid before they leave

Send an invoice or a payment link by text, so customersclientspatients pay in a tap instead of you chasing checks.

Professional & Premium

Know where every leadquotepatient stands

A simple pipeline shows who asked, who booked and who needs a nudge, so nothing slips while you're busy.

Professional & Premium

Answer website visitors instantly

AI chat on your site answers questions and books the appointmentquote reviewvisit while the visitor is still on the page.

Premium

One system vs. eleven subscriptions

Everything you'd otherwise buy separately.

What you needUsually bought fromStarts atsmbizOne plan
CRM & pipelineHubSpot$7/seat/moIncludedProfessional
WebsiteSquarespaceSquarespace$25/moIncludedProfessional
Online bookingCalendlyCalendly$10/seat/moIncludedProfessional
Email campaignsMailchimp$20/moIncludedProfessional
Two-way textingSimpleTexting$39/moIncludedProfessional
Social media plannerHootsuite$99/user/moIncludedProfessional
Call trackingCallRail$50/moIncludedProfessional
Automations & follow-upZapier$19.99/moIncludedProfessional
Review requestsNiceJob$75/moIncludedPremium
AI chat on your websiteTidio+ AI add-on$56.67/moIncludedPremium
AI voice receptionistSmith.ai$150/moIncludedPremium
Total11 logins, 11 bills, set up by you$551+/mo$497/moAll of it, set up for you
Choose your planCall our AI agent

Lowest monthly price on each vendor's public pricing page, checked October 2026, for one user. Many charge per seat. Prices change.

What clients say

Owners who stopped juggling tools.

Short excerpts from reviews left by owners we've set up.

★★★★★Read our Google reviews ↗
★★★★★
“SMBIZ is a one stop shop for all your business needs. Very responsive and professional.”
Mustafa AladinMustafa AladinFounder, Family Care Clinics
★★★★★
“SMBIZ changed how we handle inbound leads. The AI receptionist and automated follow-up mean we never miss a call, and booking syncs straight into our calendar.”
JMJohn Benedict MontielManager, JBM Logistics
★★★★★
“SMBIZ is amazing especially the AI and automated feature that will enhance and boost the interaction with the client.”
JNJaedwin NuCumConsultant, JNC Solutions
★★★★★
“You have to meet with Shabbir to learn all about what he can do for your business!”
GCGregoria CardenasOwner, Gregoria Real Estate
Your practice or agency next?Pick a plan and we'll set everything up for you.Get started →

Plans

Start where you are. Upgrade as you grow.

No long-term contract. Several providers or locations? Get a free quote.

Founding-member pricing
Founders ClubJust opened

Launch with a website that books.

$97/mo

  • A new website built for your practice or agencyagencypractice
  • AI assistant answers and books visitors 24/7
  • Live in 14 days
  • Save $527 on setup as a founding member
  • 100% money-back guarantee
Join the Founders Club

Built by our team

ProfessionalGrowing

Turn inquiries into booked revenue.Bind more of the quotes you send.Fill more of your schedule.

$297/mo

  • Every call, text and message in one inbox
  • Online booking into your real calendar
  • Automatic follow-ups until people reply
  • A pipeline that shows where every lead stands
  • Get paid by text with invoices
  • Your website, email campaigns and social planner
  • Google call tracking and ready-made templates
Get Professional

Set up by our team

PremiumScaling

Grow without hiring a front desk.

$497/mo

  • Everything in Professional, plus:
  • Never miss a call: AI answers and books 24/7
  • Website visitors answered instantly by AI chat
  • More 5-star reviews, requested automatically
  • Funnels, posts and emails created with AI
  • Routine tasks handled by AI, not your staff
Get Premium

Set up by our team

Questions

What practices and agencies ask first.

SMBIZ is a CRM and AI platform built for healthcare practices and insurance agencies. Your website, inbox, online booking, follow-ups, reviews and an AI receptionist run in one system, and our team sets it up for you.

Because both run on the phone, depend on reminders (recalls and renewals) and win on reviews and referrals. Focusing on two industries means every workflow, script and message is built for how they actually work.

An AI receptionist answers your phone in natural conversation, handles common questions and books appointments into your calendar. Ours answers in your business's name, covers after-hours and busy lines, and sends you the transcript and recording.

It follows the rules you set: take a message, book a callback or hand the call to your team. You decide which topics always go to a person.

With SMBIZ it's included in Premium at $497 a month, together with AI chat, automated review requests and the full CRM. Many standalone AI receptionists charge per call or per minute; ours is one monthly price, set up by our team.

Track every quote in a pipeline, follow up automatically until a prospect binds or declines, send renewal and cross-sell reminders, and keep texts and calls in one inbox. SMBIZ does all four, and Premium adds an AI receptionist for after-hours calls.

No. Your EHR or agency management system stays your system of record. SMBIZ handles the conversations around it: calls, texts, booking, reminders, reviews and follow-up. Tell us what you use and we'll confirm how they work together.

Yes, it's often the best time to start. We don't sell leads; we make sure the people who find you through Google, referrals and social trust you and book. Founders Club gets you a website with an AI assistant built in.

No. We set everything up around your services, hours and wording, and you approve it before it goes live.

Yes. Every form we build asks for consent, and opt-outs are honored automatically. You decide who gets contacted and when.

No long-term contract. Professional is $297 a month and Premium is $497 a month, and our team sets everything up for you. Founders Club is $97 a month.

Free quote

Not sure where to start? Get a plan and a price for your business.

Tell us where your business is today, whether you opened last month or run several locations, and we'll send you a clear recommendation and quote within one business day.

  • The plan or custom build that fits
  • Your monthly price and setup cost, in writing
  • What we'll connect it to
  • Your go-live timeline
Or choose a plan now

Get your free quote

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