Life Insurance Agent Software
Software Built for the Way
Life Insurance Agents Work
LyfAgentOS is purpose-built software for life insurance agents. It handles every part of your sales workflow — from importing lead batches to closing the policy — in one platform.
Get Agent Access — $97/moNPN required · 1–2 day activation · Cancel anytime
Your Entire Sales Workflow in One Platform
From the moment you buy a lead batch to the day you close the policy, LyfAgentOS handles it.
Import Your Leads
Upload any CSV from any lead vendor. Fields auto-map — no manual configuration. Your entire batch is live in your pipeline within seconds.
Run Skip Trace
Got a batch with names and addresses but no phone numbers? Skip trace runs directly inside LyfAgentOS. Verified mobile numbers come back instantly — no third-party sites, no IP blocks.
Power Dial Your List
Activate Power Call Mode and work through your leads sequentially. Log outcomes in one click, schedule callbacks on the spot, move immediately to the next lead. No dead time between calls.
Manage Follow-Ups
Schedule callbacks and follow-up dates directly from the call screen. Your daily follow-up queue shows exactly who to call each morning — filtered by overdue, today, and upcoming.
Set Appointments
Book appointments from any lead's detail panel. Conflict detection prevents double-booking. Two-way Google Calendar sync keeps your schedule in one place.
Track What Works
See conversion rate, cost per lead, and ROI per batch. Know which lead vendors are worth buying from and which aren't. Your dashboard shows full pipeline performance in real time.
Every Tool You Need
Lead Pipeline
Unlimited leads, full history, notes, and call logs per lead.
Power Call Mode
Sequential dialing with one-click outcome logging.
Skip Trace
Built-in phone lookup — no third-party subscriptions.
Calendar
Appointment booking with Google Calendar two-way sync.
Follow-Up Queue
Daily list of every lead you need to contact.
Batch Tracking
ROI and conversion rate per lead vendor batch.
Carrier Portal
All appointments, writing numbers, and rep contacts.
License Tracker
Every state license, expiration date, and renewal note.
One Platform. One Price.
Every feature above — skip trace, power dialer, carrier portal, license tracker — included in one flat monthly rate.
NPN required · Licensed agents only · Cancel anytime
Ready to Work Your Leads the Right Way?
LyfAgentOS gives you every tool built specifically for life insurance agents.
Get Agent Access