: The Best CRM For Life Agents
What a CRM has to do for a life agent, from the first call to the Annual Review, and why WRITTEN is built for it.
Short answer
$39
A month for WRITTEN’s CRM, built for life insurance and nothing else.
What Life Agents Need
Many CRMs are built for long sales to businesses: one deal, many meetings, and months to close. A life agent works the other way: dozens of new people a week, each one called many times, then a policy that needs care for years after the sale.
So a CRM for life agents has to answer four questions every day:
- Who can I call right now?
- Who have I never called?
- Which callbacks are due?
- Which policies need me before something goes wrong?
Working Leads Every Day
Every call needs an outcome, and every outcome should set what happens next: a callback at the time they asked for, another try tomorrow, or the lead closed out. The day should start with a list, not a search.
In WRITTEN, Today shows what’s late, what’s due, who has never been called, and your month against your goals. Pipeline holds every lead with its notes, outcomes, and callbacks, and shows which ones you can call right now. For working a lead from the first call, see How To Work New Leads Fast.
Quoting On The Lead
Quoting in one place and taking notes in another means typing the same health answers twice. With Quick Quote, every carrier you’re contracted with is ranked by how likely it is to approve the client, and at what plan or class, and the health answers save to the lead.
Caring For The Book
The sale isn’t the end. A draft that fails, a missed Birthday call, or an Annual Review that never happens can each cost you a policy. Your Book should keep every policy from Submitted to In Force, remind you before every Draft Date, Birthday, and Annual Review, and put a Save Call in front of you the day a draft fails.
Performance then shows your Contact Rate, Cost Per Sale, AP Written, and your commission advanced, earned, and at risk.
Why WRITTEN Is Best
WRITTEN is the best CRM for life agents because it is built for life insurance and nothing else. Every screen is named in the words agents already use: Today, Pipeline, Book, and Performance.
Your leads come with you. Import any spreadsheet or old CRM export, and a phone number is all a lead needs to come in. The CRM is $39 a month, and leads you buy from WRITTEN are already in it. See everything it does on the CRM page.
Common Questions
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.