Insurance Agent CRM
The CRM Built for
Life Insurance Agents
Generic sales CRMs don't understand how you work. LyfAgentOS was designed specifically around the life insurance agent workflow — lead batches, power dialing, skip trace, follow-up queues, carrier management.
NPN required · 1–2 day activation · Cancel anytime
Built Around Your Actual Workflow
Every feature in LyfAgentOS exists because agents hit a wall with generic CRMs. Here's what that looks like:
Generic CRMs weren't built for how you dial
Power Call Mode loads each lead sequentially. Log the outcome, schedule a callback, move to the next. No wasted motion between dials.
You buy lead batches — most CRMs can't handle them
Import CSV files from any lead vendor with automatic field mapping. Track cost per lead, conversion rate, and ROI per batch.
Dead leads with no phone number are money in the trash
Skip trace runs inside LyfAgentOS. Upload a batch with just names and addresses — verified mobile numbers come back automatically.
Follow-ups slip and warm leads go cold
Schedule a follow-up date on any lead. Your daily queue shows exactly who to call and when — no lead falls through the cracks.
Carrier appointments and writing numbers are scattered
The carrier portal stores all your appointments, writing numbers, state availability, and rep contacts in one place.
You don't know which lead vendors are actually worth buying from
Batch tracking shows cost per lead, conversion rate, and ROI on every purchase. Stop guessing which vendors work.
LyfAgentOS vs. Generic CRMs
Stop Using a CRM That Wasn't Built for You
$97/month. Everything included. Built for licensed life insurance agents.
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