Skip To Content

Life Insurance Leads, CRM, Dialer And Agency: Built For
Life Agents

Leads that are yours alone, plus the CRM and Dialer to work them, all in one place.

Get StartedSee Pricing

Leads live in all 50 States

Example Lead

Linda Martinez

Tampa, FL

2:14pm local timeCallable Now

(813) 555-0142Call

What They Told Us

Branch
Navy
Protecting
Spouse
Coverage wanted
Under $100,000
Monthly budget
$50 – $100
Tobacco
Never
Age
68
New2m ago

Lead type

Veteran

Text Verified

Consent On Record

Checks On Every Lead

  1. 01

    Answers Complete

    Every question on the form, answered.

  2. 02

    Phone Verified By Text

    They confirm their number with a texted code before the form sends.

  3. 03

    Never Sold Before

    Sold to one agent. Never resold.

  4. 04

    Consent On Record

    The wording they agreed to, when they agreed, and the ad they saw.

From the lead to the policy

Pick a part to see its real screen.

Example Call
Today40 dials1h 10m dial time40m talk time2 policiesNext up 10m more dial time to pass DanaR for #3

Raymond Torres

Ocala, FL · Veteran Lead

Callback Scheduled
MuteKeypadNotesHang Up

On Call2:14

Phone
(352) 555-0118 Copy Number
Local time
2:14pm · OK to call
Calling hours
8:00am to 8:00pm (Florida)
12am8am8pm12am
Calls allowed 8:00am to 8:00pm where they live, set by Florida law. It is 2:14pm there, inside the window.
Your Notes
Callback Scheduled · 1d agoAsked for a call after lunch.

How Did It Go?

  • No Answer
  • Left Voicemail
  • Reached Them
  • Not Interested
  • Not Qualified
  • Callback Scheduled
  • Appointment Set
  • Sold
  • Do Not Contact
  • Bad Number

Hang up first, then pick how it went.

Text Messages

Text From Your Phone opens Messages with your text filled in.

Hi Raymond, it's Mark again. I tried to reach you about life insurance. What's a good time to talk?

Text From Your Phone99/320

Add What You Need

  • CRM

    $39/month

    Your leads and your Book together, from the first call to the policy. Ours or ones you import, they all work the same.

    • Today: who’s due, who’s late, and who’s never been called
    • Quick Quote from the carriers you’re contracted with, and a Coverage Calculator
    • Reminders before every draft date, birthday, and Annual Review, on a calendar synced to your phone
    • Import your own leads and clients from a spreadsheet
    Get CRMSee CRM

  • CRM + Dialer

    $79/month

    Everything in the CRM, plus calling from inside the lead.

    • Power dialing from your own local numbers, with every call logged
    • Text leads from your own phone, with your saved texts filled in
    • Call Recording, with an AI summary and coaching on each call of 30 seconds or more
    • Returned calls ring in WRITTEN, with a notification on your phone
    Get CRM + DialerSee Dialer

  • Agency

    $19/month

    Run your team: your roster, your team leaders, and every agent’s calls, policies, and AP.

    • Your roster as a tree, under its team leaders
    • Agency leads go only to the agents you check
    • A Lead Pond your agents pull from
    • Dial time, talk time, policies, and AP for every agent
    Add AgencySee Agency

Lead Types

  • Coming Soon

    Final Expense, Mortgage Protection, Term Life, IUL, and Business Protection Leads.

Get StartedSee Pricing