Insurance is won on speed, persistence, and clean consent, and the right insurance CRM is where all three live. We build the CRM, dialer, texting, and lead delivery that let agents work every lead fast, with the documentation to back it up.
Independent agents, agencies, and agent networks selling life insurance and related products. Often buying leads, and losing too many of them to slow or inconsistent follow-up.
01 Attention
Shared leads are sold to several agents at once, and the real cost per policy hides inside vendor invoices.
Every lead source tracked through to issued policies, so you know which vendors and campaigns actually pay.
02 Leads
Consent language varies across forms and vendors, which turns every call and text into a risk.
Capture that records clear written consent with each contact, and messaging that honors opt-outs automatically.
03 Conversations
A lead calls three agents and the first to answer usually writes the policy. Manual dialing and memory-based follow-up lose the rest.
Real-time lead delivery into each agent's pipeline, an integrated auto dialer, and text follow-up that runs until the lead responds or opts out.
04 Customers
Applications stall somewhere between quote and issue, and nobody can see where.
Pipeline stages from first contact to issued policy, with tasks and reminders at every handoff.
05 Fans
Policyholders hear from their agent once a year, if that. Referrals and additional coverage are left to chance.
Policy reviews, check-ins, and referral requests on a schedule, so the book keeps growing without extra prospecting.
Life Advisory Network is one of our own brands. We run the same system we would build for you.
A sales platform for independent life insurance agents, and one of our own brands. We productized the whole stack: CRM, an integrated auto dialer, and SMS and MMS automation, paired with a real-time lead service that drips high-intent leads straight into each agent’s pipeline. Agents are licensed and stay in control of their own outreach.
Yes, with the right consent. Under the TCPA, marketing texts and autodialed calls generally require prior express written consent, and opt-outs must be honored. A federal court vacated the FCC's one-to-one consent rule in 2025, but carriers and courts still expect clear documentation. We build capture so consent is recorded with each contact. This is general information, not legal advice.
Life Advisory Network, one of our own brands, delivers real-time, high-intent leads into agent pipelines alongside its CRM and dialer. For agencies with their own lead sources, we build the system that works them.
The one your agents will actually use, connected to your dialer and texting. Life Advisory Network runs on Keap, where we are a certified partner, and we also build on HubSpot and GoHighLevel.
Yes. The system onboards agents, routes leads, and gives each agent their own pipeline, while leadership sees the whole book. Agents stay licensed and in control of their own outreach.
One call. We will find the stage that is holding you back and tell you honestly what we would do about it.