CRM for Insurance Agents
The CRM Insurance Agents
Actually Need
Most CRMs are built for general sales teams. LyfAgentOS is built for licensed life insurance agents — the people who work lead batches, power dial all day, and live and die by their follow-up queue.
NPN required · 1–2 day activation · Cancel anytime
Lead Pipeline That Fits How You Actually Work
Import batches from any vendor. Track every lead from first dial to closed policy. Filter by status, county, batch, or follow-up date. Add notes after every call. The whole picture, in one clean panel.
Built-In Power Dialer
Power Call Mode loads each lead sequentially. You log the outcome, hit next, and the following lead appears immediately. No tab-switching, no copy-pasting numbers, no wasted time between dials. One session, maximum contact rate.
Skip Trace Without Leaving Your CRM
Most agents bounce between their CRM, True People Search, and their dialer. LyfAgentOS keeps you in one place. Skip trace runs through our infrastructure — no IP blocks on your end, verified mobile numbers land directly in your pipeline.
Carrier Portal for Working Agents
Track every carrier appointment, writing number, state availability, and rep contact in one place. Stop digging through emails and PDFs every time you need your writing number.
What Beta Agents Are Saying
“I was using a spreadsheet and a separate skip trace tool. LyfAgentOS replaced both and gave me a power dialer on top of it. The ROI tracker alone is worth it — I stopped buying from one vendor entirely after seeing the numbers.”
Beta Agent
FE Agent · Nevada
“The follow-up queue is exactly what I needed. Most of my closes happen on the third or fourth call. Before this, I was losing those leads. Now my daily queue tells me exactly who to call.”
Beta Agent
FE Agent · Florida
What Makes LyfAgentOS Different
Built Specifically for Life Insurance
Not adapted from a generic sales tool. Every feature was designed for how life insurance agents actually work.
One Price, Everything Included
$97/month. No tiers, no per-seat pricing, no upsells. Skip trace, power dialer, and carrier portal — all included.
NPN-Verified Agents Only
Access requires a valid NPN. The platform is built for and used by licensed professionals only.
Get the CRM Built for Your Business
$97/month. Every feature. Built for licensed life insurance agents.
Get Agent AccessNPN required · Cancel anytime