Stop chasing leads. Start running a system. Life Insurance OS automates your pipeline, nurtures prospects, and helps you close more policies — on autopilot.
The insurance industry hasn't caught up. You're still manually following up, losing leads in spreadsheets, and guessing what works.
78% of leads never receive a second contact. They fall through cracks in manual systems, costing you thousands in lost premiums every month.
The average agent spends 60%+ of their day on admin tasks instead of selling. You became an agent to close deals, not chase voicemails.
Without real-time analytics, you can't optimize what you can't measure. Most agencies are flying blind with no data on their pipeline health.
Life Insurance OS is the all-in-one platform that replaces your scattered tools with a single, intelligent operating system designed for insurance professionals.
No complex onboarding. No learning curve. Get up and running in days, not months.
Plug in your existing lead sources — Facebook Ads, Google, vendor leads, referrals. We centralize everything into one intelligent CRM built for insurance.
Turn on AI-powered follow-up sequences, SMS drips, email nurtures, and smart appointment scheduling. The system works your leads 24/7 so you don't have to.
Focus on what you do best — selling. With qualified, nurtured leads flowing to your calendar, you close more policies and scale without adding headcount.
Purpose-built modules designed to turn your agency into a high-performance machine.
High-converting landing pages and forms integrated directly into your pipeline. Every lead is tagged, scored, and routed instantly.
Real-time dashboards showing lead flow, conversion rates, cost per acquisition, and revenue per agent — all in your brand colors.
Automated SMS, email, and voicemail drops that feel personal. Our AI adapts messaging based on lead behavior and engagement signals.
Prospects book directly on your calendar. Round-robin distribution, timezone awareness, and automated confirmations & reminders.
Monitor every policy from quote to close. Track premiums, commissions, renewals, and lapse rates in one centralized view.
Build any workflow with our drag-and-drop automation builder. Trigger actions based on lead status, time delays, or engagement events.
Agents using Life Insurance OS see measurable, transformative results within the first 30 days.
Automated speed-to-lead ensures every prospect is contacted within 60 seconds.
Agents reclaim 4+ hours per day by automating repetitive follow-up and data entry tasks.
Systematized pipelines and nurtured leads translate directly to higher close rates.
Our agents see an average revenue lift of $8,200/mo within 90 days of onboarding.
"I went from closing 8 policies a month to 22 within 60 days. The automated follow-up alone paid for itself in the first week. This isn't just software — it's a growth engine."
"We plugged our entire team of 12 agents into Life Insurance OS and saw a 40% lift in production in the first quarter. The pipeline visibility alone changed how we manage."
"I was spending $3K/mo on leads and closing maybe 5%. After implementing the OS nurture sequences, my close rate jumped to 14%. Same leads, completely different results."
Most agents are fully onboarded and running automated campaigns within 48 hours. We handle the migration, setup, and initial configuration for you — zero technical skills required.
Yes. Life Insurance OS integrates with Facebook Ads, Google Ads, Zillow, loan officer referrals, and virtually any lead vendor via API or Zapier. All leads funnel into one unified pipeline.
Absolutely. Unlike generic CRMs, every template, automation, and workflow inside Life Insurance OS is built by and for life insurance professionals. From IUL scripts to term life nurture sequences — it's all pre-loaded.
Every user gets access to a dedicated onboarding specialist, a private community of top-producing agents, weekly strategy calls, and priority chat support. You're never left guessing.
Yes. There are no long-term contracts. We believe the results speak for themselves. Cancel anytime from your dashboard — no hoops, no hidden fees.
Book a free demo and see exactly how Life Insurance OS can transform your agency in the next 30 days. No pressure. No commitment. Just results.
Book Your Free Demo Call →