Simple Pricing
7 Days Free.
Then $97/Month.
Card required to start. No charge until day 8. First month 50% off — then $97/month. No tiers, no upsells.
Agent Plan
Everything, for every agent
Card required · No charge for 7 days · First month $49 · Cancel anytime
- Lead pipeline management (unlimited leads)
- CSV import from any lead vendor
- Power Call Mode — sequential dialing
- Skip trace — instant phone lookup
- Appointment calendar with Google Calendar sync
- Follow-up queue with daily call list
- Batch & ROI tracking per lead vendor
- Carrier portal — appointments, writing numbers, reps
- License tracker with expiration alerts
- Call recording — 15-day playback & MP3 download
- Agent performance dashboard
- NPN verification on signup
- Secure data storage (Supabase)
Why We Don't Do Tiers
Most CRMs lock their best features behind higher-priced plans. That means agents on the basic plan are always missing the tools they actually need — power dialing, skip trace, ROI tracking — while paying for something that only half works.
LyfAgentOS gives you everything from day one. The platform was built for how life insurance agents actually work: constant dialing, lead batches from multiple vendors, follow-up-heavy pipelines, and state license management. Every feature exists because agents need it — not to justify a higher tier.
What you're replacing:
- ✕ $89/mo CRM that doesn't have skip trace
- ✕ $40/mo separate dialer software
- ✕ $30/mo skip trace subscription
- ✕ Spreadsheets for carrier appointments
- → LyfAgentOS: $97/mo, all of it
Pricing FAQ
What's included in the $97/month plan?
Everything. Lead pipeline, power call mode, call recording, skip trace, appointment calendar, follow-up queue, batch tracking, carrier portal, license tracker, and your performance dashboard. There is one plan — no tiers.
Is call recording included or an add-on?
Included. Every answered call is recorded automatically and plays back directly inside the CRM — no extra charge. Recordings are stored for 15 days and can be downloaded as an MP3 at any time before expiry.
Is there a free trial?
Yes — 7 days free. Card required upfront, no charge until day 8. Cancel before day 8 and you pay nothing. Your first month after the trial is 50% off ($49 instead of $97), then $97/month after that.
Can I cancel anytime?
Yes. No contracts, no cancellation fees. Cancel before your next billing date and you won't be charged again.
What does skip trace cost?
Skip trace is included in your $97/month subscription. There's no per-lookup fee.
Do I need an NPN to sign up?
Yes. LyfAgentOS is built exclusively for licensed life insurance agents. Your NPN is verified during the signup process.
Is there a setup fee?
No. Pay $97 and get access. Accounts are typically activated within 1–2 business days after NPN verification.
Ready to Close More Policies?
7 days free. No contracts. Everything included from day one.
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