A CRM + power dialer
built for life insurance agents.
The system you actually want to work the phones in — pipelines, dispositions, and a TCPA-safe dialer designed around how senior life insurance agents really sell. Bring your own leads.
No contracts. Cancel anytime. Your contacts export whenever you want.
A workspace built around how you actually sell.
Today command center
Open the app, see your marching orders. Callbacks overdue, uncalled count, and the dollar gap to your next level — right at the top. Your hot list surfaces the highest-priority contacts with one-button dial. No hunting. No guessing.
Contact drawer + call cockpit
Work any contact without leaving your list. When a call connects, the drawer becomes the cockpit: live timer, auto-focused notes field, and wrap-up chips for instant disposition. Next call auto-queues.
The shield
DNC and litigator numbers are blocked before your finger hits dial — enforced at the infrastructure level, not by your memory. Calling hours and three-dials-per-day limits are automatic. When a lead pings as DNC, a documented refund file is ready to hand to your vendor. The lawsuit you didn't get.
Promise board
Callbacks with snooze-and-dial. When you tell a prospect you will call back Thursday at 2pm, the promise board holds you to it — surfacing the contact exactly when you said, with one tap to dial.
Smart lists + heatmap
Contacts are auto-segmented into cold, warm, and super-warm with reasons. The call-pressure heatmap shows you which contacts are due for another touch and which ones to back off.
In the meantime
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FEXads runs done-for-you Meta ad campaigns for agents while you wait.
Simple pricing. Every plan gets the whole product.
CRM, dialer, DNC scrubbing, recordings, and compliance on every tier — the only difference is how much you dial. Cancel anytime; export your contacts whenever you want.
Starter
Part-time producers getting off the ground.
- 600 dials/mo included
- 1,000 DNC scrubs/mo
- Up to 4 local numbers
- 3¢ per extra dial
Pro
Full-time agents working leads every day.
- 2,500 dials/mo included
- 4,000 DNC scrubs/mo
- Up to 10 local numbers
- 2.8¢ per extra dial
Power
Heavy dialers running daily sessions.
- 7,500 dials/mo included
- 11,000 DNC scrubs/mo
- Up to 20 local numbers
- 2.5¢ per extra dial
Volume
Top producers and small teams at full tilt.
- 16,000 dials/mo included
- 22,000 DNC scrubs/mo
- Up to 40 local numbers
- 2.2¢ per extra dial
Overage dials bill per-dial at your tier rate. Phone numbers and call minutes included — no hidden telecom fees.
From the blog
Read what we've been writing.
Practical guides on selling final expense, life insurance, and running a real agency book.
How to Revive Old Insurance Leads: A 30-Day Dialing Plan
That stack of old leads in your CRM is not dead — it is unworked. A 30-day plan to re-scrub, segment, and dial your own aged list into appointments.
Call Recording Laws for Insurance Agents: One-Party vs All-Party Consent
Recording calls without the right consent is a crime in a dozen states. The all-party consent map, interstate rules, and the five-second habit that covers agents.
Voicemail Strategy for Insurance Agents: What Actually Gets Callbacks
Should agents leave voicemails when dialing leads? When to drop one, what to say, the ringless voicemail trap, and the two scripts that earn callbacks.
Why Your Calls Show as "Spam Likely" — and How Insurance Agents Fix It
Your number shows as Spam Likely because carrier analytics flagged your dialing pattern. Why it happens, how to fix a flagged number, and how to keep it clean.
GoHighLevel for Insurance Agents: The Honest 2026 Take
GoHighLevel is a powerful agency platform — and overkill for most solo agents working the phones. When GHL fits, and when you need something simpler.
Mini-TCPA State Laws Insurance Agents Need to Know in 2026
Florida, Oklahoma, Washington and more have telemarketing laws stricter than federal TCPA. State-by-state rules for agents dialing in 2026.