Keep the next step clear
Track leads, organize opportunities, and keep sales connected to the people behind them.
BUILT FOR LIFE INSURANCE AGENTS
Your insurance business.
One organized workspace.
From the first lead to the next commission. Keep your day moving with tools that work together.
Individual Lite is free. No card. No expiration.
L My workspaceILLUSTRATIVE PREVIEW
YOUR DAY, AT A GLANCE
Make your next move.
Active leads24In your pipeline
Follow-ups today3Keep the conversation going
Next on your listLead tracker ↗
JR
Jordan R.Discuss coverage options
TodayMT
Morgan T.Follow up on application
Today✧
A clearer starting point.
↗Explore estimates and potential carrier fit in one place.
Sample data · A simplified view of the LIT-AMS workflow
LESS BACK AND FORTH. MORE FORWARD.
Everything has its place.
Explore the possibilities
Compare preliminary life insurance estimates and explore potential carrier fit within the Insurance Estimator.
See beyond the sale
Follow commissions, payments, and chargebacks without losing sight of your book of business.
Built specifically for life insurance sales and commissions.
Estimates and carrier assessments are preliminary. Final pricing and eligibility are determined by the insurer.
A SIMPLE WAY TO GET GOING
Start with today.
Grow from there.
You don’t need a team to get organized. Start with your own workspace and expand when you’re ready.
- 01
Create your free workspace
Choose Individual and get started without a credit card.
- 02
Bring your work together
Add leads, explore estimates, and keep your sales organized.
- 03
Upgrade when you need more
Choose Individual Plus for personal premium tools, or Team when you need staff.
START FREE. KEEP YOUR MOMENTUM.
Room to work. Room to grow.
An individual workspace today. A connected team when you’re ready.
For your own business
Individual Lite
Free
No card. No expiration.
Your free personal workspace. No card required.
- Sales, statements and reconciliation
- Commissions and chargeback tracking
- 30-day preview: lead tracking, integrations, ad tracking and Web Profile
- 30-day preview: Insurance Estimator, payment reminders and Lead Command
For your own business
Individual Plus
$29.95
USD / month
For independent agents who want to keep their personal premium tools.
- Everything in Individual Lite
- Insurance Estimator and Carrier Fit
- Payment reminders
- Personal Lead Command and lead integrations
- Lead Tracker, ad spending and Web Profile
- One agent; no staff accounts
For your team
Team
$69.95
USD / month
For a licensed owner managing a team.
- Personal premium tools plus team workflows
- Up to 10 in-house producers
- Sales associates and support staff
- Lead routing and appointment management
- Payroll, leaderboards and training
For your organization
Enterprise
Custom
Tailored to your organization
A custom deployment for your organization.
- Team capabilities and organization controls
- Multi-company structure and reporting
- Custom setup and pricing
New free accounts include a 30-day preview of the Insurance Estimator, payment reminders and personal Lead Command. Your core workspace stays free.
Building something bigger?
Let’s talk about the needs of your agency or IMO.
Is Individual really free?
Yes. Your Individual account has no expiration and requires no credit card.
Can I upgrade from my workspace?
Yes. Choose Individual Plus for your personal premium tools, or Team to add staff. Review current prices and upgrade from your workspace.
Is my workspace private?
Your organization’s workspace is separated from other accounts, with access based on user roles. Read our privacy policy for details about how information is handled.
Privacy policyYOUR NEXT CHAPTER STARTS HERE
More clarity for your day.
More space for your business.
Create free account ↗No card required. Start with Individual, free.