Full Feature Breakdown
Every Tool You Need.
Nothing You Don't.
LyfAgentOS is built specifically for licensed life insurance agents. Every feature exists because agents asked for it — nothing is bloated, nothing is hidden behind a higher tier.
Get Agent Access — $97/moNPN required · 1–2 day activation · Cancel anytime
Lead Pipeline Management
Import CSV batches from any lead vendor with automatic field mapping. Track every lead from first dial to closed policy — call attempts, statuses, notes, and follow-up dates in one clean panel. Filter, sort, and search across your entire pipeline instantly.
Get Started →What's included
- Import CSV files from any vendor — fields auto-map
- Track status: New, Contacted, Warm, Appointment Set, Closed
- Notes and call history per lead
- Filter by status, county, batch, and follow-up date
Power Call Mode
Work through your entire lead list without losing momentum. Power Call Mode loads each lead sequentially — you log the outcome, schedule a callback, and the next lead appears instantly. No tab-switching, no copy-pasting numbers, no wasted time between dials.
Get Started →What's included
- Sequential dialing through your entire list
- One-click outcome logging (No Answer, Voicemail, Not Interested, Callback, Appointment)
- Instant callback scheduling from the call screen
- Session tracking — see how many calls you made and outcomes
Skip Trace — Instant Phone Lookup
Uploaded a batch with just names and addresses? Skip trace runs directly inside LyfAgentOS — no third-party sites, no IP blocks, no copy-pasting. The best verified mobile number for each lead appears in your pipeline automatically.
Get Started →What's included
- No more True People Search or manual lookups
- Runs through our infrastructure — no IP blocks on your end
- Returns highest-quality mobile number per lead
- Results appear instantly in your pipeline — start dialing immediately
Appointment Calendar
Book appointments directly from any lead's detail panel. Conflict detection prevents double-booking. Google Calendar sync keeps everything in one place so you never miss a scheduled policy review or follow-up call.
Get Started →What's included
- Book appointments directly from lead details
- Automatic conflict detection — no double-booking
- Google Calendar two-way sync
- View all appointments in a clean monthly/weekly calendar
Follow-Up Queue
Schedule a follow-up date on any lead and it appears in your daily queue automatically. Most policies are sold on the 3rd–5th contact — your follow-up queue makes sure you never let a warm lead go cold.
Get Started →What's included
- Schedule callbacks and follow-up dates from any lead
- Daily queue shows exactly who to call and when
- Filter by overdue, today, and upcoming
- Bulk update follow-up dates across multiple leads
Batch & ROI Tracking
Organize leads by purchase batch, county, tier, and lead source. Track cost per lead, conversion rate, and actual ROI on every batch you buy. Know exactly which lead vendors are worth your money.
Get Started →What's included
- Organize by batch, county, tier, and purchase date
- Track cost per lead and total batch spend
- See conversion rate per batch and lead source
- Calculate actual ROI on every lead purchase
Carrier Portal
Keep all your carrier appointments, writing numbers, and rep contacts in one place. See which states each carrier covers and track your appointment status at a glance.
Get Started →What's included
- Store all carrier appointments and writing numbers
- Track appointment status per carrier
- State availability matrix per carrier
- Save rep contacts and notes per carrier
License Tracker
Track every state license you hold — status, expiration dates, license numbers, and renewal notes. Get ahead of renewals before they sneak up on you and put your ability to write business at risk.
Get Started →What's included
- Track all state licenses in one dashboard
- Expiration date tracking with renewal notes
- License number storage per state
- Status tracking: Active, Pending, Expired
Agent Performance Dashboard
See your full business performance at a glance — total leads, call attempts, appointments set, closes, estimated revenue, and ROI updated in real time. Know exactly where your pipeline stands every day.
Get Started →What's included
- Total leads, calls, appointments, and closes
- Estimated revenue and ROI tracking
- Daily activity summary
- Historical performance trends
All Features. One Price.
$97/month. No tiers. No upsells. Everything included from day one.
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