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CRM For Life Agents: A CRM that knows life insurance

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

It knows what a Draft Date is, that Issued is not In Force, and that a failed draft needs a call before it lapses.

$39a month

Get CRMSee Dialer
Example Pipeline

Pipeline

Coming Up · Dolores King

  • Draft ReminderNov 22, 2026
  • BirthdayNov 28, 2026

The CRM In Action

Example Day
Every sale lands in your Book, from Submitted to In Force.
Today reminds you before every Draft Date, Birthday, and Annual Review.

Built For Life Insurance

  • Today

    What’s late, what’s due, who has never been called, and your month against your goals.

  • Pipeline

    Every lead with its notes, outcomes, and callbacks, and which ones you can call right now.

  • Book

    Every policy from Submitted to In Force, with a reminder before every Draft Date, Birthday, and Annual Review, and a Save Call the day a draft fails.

  • Performance

    Contact Rate, Cost Per Sale, AP Written, and your commission advanced, earned, and at risk.

  • Quick Quote

    Every carrier you’re contracted with, ranked by how likely it is to approve the client, and at what plan or class. Quote from a lead and the health answers save to it.

  • Import

    Any spreadsheet or old CRM export. A phone number is all a lead needs to come in.

  • Coverage Calculator

    What a client needs against what they can spend, with the options you quoted side by side to show them.

  • WrittenAI

    Ask how anything in WRITTEN works, where to find it, or about your account, from any screen.

Questions About The CRM

Can I Add The CRM Later?

Yes. Add the CRM, or the CRM + Dialer, from your account whenever you want. Leads you already have are in it.

Can I Bring My Leads From Another CRM?

Yes. Import any spreadsheet or old CRM export. A phone number is all a lead needs to come in, and imported leads work the same as ours.

Does It Track My Policies After The Sale?

Yes. Every policy sits in your Book from Submitted to In Force, with a reminder before every Draft Date, Birthday, and Annual Review, and a Save Call the day a draft fails.

Can I Quote From A Lead?

Yes. Quick Quote ranks the carriers you’re contracted with by how likely each is to approve the client, and at what plan or class, and the health answers save to the lead.