The Future of
Life Insurance Sales
Has Arrived
The Most Sworn-By Cutting-Edge Al CRM for Superior Life Insurance Sales Performance
Developed by Agents for Agents

The Future of
Life Insurance
Has Arrived
The Most Sworn-By Cutting-Edge Al CRM for Superior Life Insurance Sales Performance
Developed by Agents for Agents

Experience the Cutting-Edge

Power Dialer

AI Power Dialer

Maximize your sales with our AI Power Dialer and Call Forwarding feature! Enjoy a 300% sales boost with advanced area code mimicry, and never miss a call by redirecting to agents away from their desks for constant availability and higher customer satisfaction.

Call Recording

Built in call recording

Elevate agent training with our advanced call recording feature! Capture every sales process step, identify bad practices, and ensure proof of presentations and agreements.

Business Intelligence

Analytics tracker

Boost performance with our cutting-edge analytics tracking feature! See how your agents are performing, track key metrics, and drive improvements with real-time data.

Auto Policy Quoter

FEX & Term Quoter

Streamline your sales with our integrated instant quoting feature for FEX and Term Life policies! Quickly generate accurate quotes, impress clients, and close deals faster.

National Do-Not-Call List Protection

DNC Scrubber

Stay compliant effortlessly with our DNC Scrubber feature! Automatically filter out illegal numbers on state and federal Do Not Call lists, ensuring your dialers avoid costly compliance issues.

Automated Marketing

Email and SMS Marketing

Build lists and call multiple leads conveniently with the help of automated power dialer. Pause, or stop and continue anytime.

Smart Underwriting

FexiBot Underwriting

Introducing the FEXIbot Underwriting feature from! Welcome to the future of underwriting—FEXIbot delivers instant carrier and product placement recommendations without the need for time-consuming vintage-style grids or reliance on an upline. FEXIbot can cross-reference multiple conditions and medications in the blink of an eye! Get answers fast with cutting-edge AI technology.

Reminder System

Deal reminder

Introducing Deal Reminder! Our innovative AI keeps you updated on your deals in underwriting, eliminating the need for manual tracking. Stay organized and informed with FEXIbots timely reminders, ensuring you never miss a beat.

Lead Nurturing

12-Month Auto Assign

Introducing FEXIbots 12-Month Auto Assign feature! Our cutting-edge AI reassignment tool automatically reassigns your sold leads every 12 months, allowing you to reshop the market before your competitors do. Ensure your clients always have the best with FEXIbots proactive approach. Stay ahead and keep your clients satisfied

The CRM Built Exclusively
For Selling Life Insurance

Contact more leads in less time by power dialing 100s of numbers automatically with a single click, and by leveraging our built-in call center solution.

Join our pre-launch!

Free trial for select members. Sign up now!

Frequently Asked Questions

Have questions? Get in touch with our sales team.

    • What is the CRM?

      Our CRM platform is designed to help life insurance agents and agencies supercharge their entire process and boost sales effortlessly.

    • Why do I need a CRM for my life insurance agency?

      Our CRM is your all-in-one hub to organize leads, track applications and team performance, and automate repetitive tasks. With our platform, youll save time and close more deals faster. CRMs are proven to help agencies scale rapidly and achieve unparalleled success.

    • How long does it take to implement my CRM?

      It depends on the size of your agency and customization needs. We’ll work with you closely to achieve a smooth adoption of our platform.