Sales & pipeline
Enter customer and policy details, follow the policy status, and keep your sales organized.
Your work, connected
From the first sale to the next commission.
Built specifically for life insurance sales and commissions. Keep your book organized and give each client a clear place in your workflow.
Your personal workspace. Free to keep.
Statements & commissions
Upload a supported carrier statement, review matching results, and follow payments and chargebacks.
Chargeback tracking
Keep track of chargebacks, review affected policies, and follow their status alongside your sales and commissions.
Sales, statements, commissions and chargeback tracking stay with your free Individual Lite account.
A little more help with the everyday work.
Preview the Insurance Estimator and payment reminders for 30 days. Lead tracking and WhatsApp integrations require Individual Plus ($29.95/month) or above. Your public Web Profile, QR code and license documents stay free.
Insurance Estimator
Explore preliminary estimates and potential carrier fit before your next coverage conversation. Final pricing and eligibility come from the insurer.
Payment reminders
Connect your email account, prepare your templates, and enroll clients in payment reminders.
Personal Lead Command
Set up supported lead sources to receive leads in your own workspace. Source connections may require assisted setup.
Your web profile
Included on Free: publish your agent landing page, share its QR code and upload license documents that clients can view.
Lead Tracker
Organize incoming leads and follow their progress in your personal workspace.
Marketing & ad spending
Record ad spending and review your marketing overview.
Your public Web Profile stays included on Free. The Insurance Estimator and payment reminders require an upgrade after their preview; lead tools require a paid plan from the start.
See the actual work, step by step.
Watch how to create a sale, upload a statement and publish your web profile.