The CRM built for IUL agents.
Manage long IUL nurture cycles without quotes going quiet or follow-up falling apart.
Invite-only while we battle-test the dialer. No spam.
What you are 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.
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.
Open the app. See your marching orders.
Your hot list, overdue callbacks, and uncalled count — surfaced the moment you log in. Join the waitlist for early access.
Need leads now? FEXads runs done-for-you Meta campaigns →