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.
Explore these tools for 30 days from signup. Continue with Individual Plus for $29.95/month, or choose Team if you need staff.
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
Create a personal web profile so clients can learn about your services and contact you.
Lead Tracker
Organize incoming leads and follow their progress in your personal workspace.
Marketing & ad spending
Record ad spending and review your marketing overview.
After the preview, these tools and your public web profile pause until you upgrade. Your saved profile is kept, and the same link works again after upgrading.
See the actual work, step by step.
Watch how to create a sale, upload a statement and publish your web profile.