IUL
The CRM built for IUL agents.
Manage long IUL nurture cycles without quotes going quiet or follow-up falling apart.
No contracts. Cancel anytime. Bring your own leads.
The problem
What you're dealing with right now.
Long nurture cycles with no structure
IUL prospects take weeks or months to close. Without a system that surfaces stuck deals, high-value opportunities quietly die in your inbox.
Quotes go quiet and you forget to follow up
You send a proposal. They say they will think about it. You get busy with new leads. Three weeks later you remember them — and they bought from someone else.
No visibility into which prospects are warm
Your CRM has hundreds of contacts. You have no way to tell which ones opened the proposal email, replied to a text, or are most likely to close this week.
The answer
How FEXmagnet solves it.
Pipeline + stuck-deal surfacing
Contacts move through a clear life insurance pipeline. Deals that have not moved in a configurable window get surfaced automatically — no manual review of your list required.
Smart lists — warm prospects always visible
FEXmagnet auto-segments your contacts into cold, warm, and super-warm based on recency, call outcomes, and engagement. Your daily hot list shows exactly who to call first.
Contact drawer with full call history
Every call, note, and disposition lives in the contact drawer. When you call a prospect back two weeks later, the full context is right there. No digging through notes apps.
Need leads now?
FEXmagnet works the leads. FEXads gets them.
Done-for-you Meta ad campaigns for agents, run by our sister company.
Pricing
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.
Questions
Straight answers. No sales pitch.
No. FEXmagnet is a CRM and power dialer — you bring your own leads from whatever source you use. If you need done-for-you lead campaigns, our sister company FEXads runs Meta ad campaigns for agents. FEXmagnet is the tool you use to work those leads efficiently.
Yes. The dialer is single-line only — one manual call at a time, no abandoned-call risk. We enforce three-dial-per-day limits per contact and calling-hours windows. DNC and litigator numbers are blocked at dial time automatically. These are not optional — they are enforced at the infrastructure level.
Four flat tiers that scale with how much you dial: Starter at $29/mo (600 dials), Pro at $99/mo (2,500 dials), Power at $249/mo (7,500 dials), and Volume at $599/mo (16,000 dials). Every tier includes the full CRM, DNC scrubbing, call recordings, and local numbers — extra dials bill per-dial at your tier rate. No contracts, cancel anytime.
Your data is yours — export your full contact database as a CSV at any time. If you cancel, your entire workspace (contacts, pipeline, notes, recordings) is preserved for 60 days so you can reactivate and pick up exactly where you left off. After 60 days it is permanently and automatically deleted. Phone numbers are released back to the carrier 7 days after cancellation.
Move contacts through pipeline stages with a single tap. Each stage can have automated follow-up tasks. Stuck-deal surfacing flags contacts that have not moved in a window you define.
Yes. When a call connects, the contact drawer becomes the call cockpit — the notes field auto-focuses so you can type without clicking. After the call, wrap-up chips (Voicemail, Callback, Not Interested, etc.) let you disposition in one tap.
Still have a question? Email us directly.