01
Secure client intake
Collect applications through a guided client experience, with sensitive details protected and temporary intake data cleared automatically.
Built for life insurance agents
Your whole book. One clear flow.
Run your pipeline, secure client intake, calling, carrier tools, compensation and book of business from one focused workspace.
$400 monthly flat Every major carrier Cancel anytime
Today
Your pipeline
142
Dials
18
Intakes
6
Issued
- Application sent
Marcus Reed
Mutual of Omaha
- Awaiting signature
Dana Whitfield
Americo
- Callback booked
Luis Ferrer
Transamerica
- Policy issued
Priya Nair
Ethos Life
Secure intake received
Policy issued
One workspace across every major carrier
Aetna / CVS
AmericoA calmer operating system
Everything lands where it belongs.
Stop jumping between forms, spreadsheets, calling tools and carrier tabs. InsureFlow keeps the work connected without making it complicated.
02
Calling built into your day
Bring in leads, keep scripts close, buy up to two numbers, and move through calls without leaving your workflow.
03
A living book of business
Store policy packets, update policy status, record issued pay and chargebacks, and keep every client organized.
From first call to issued policy
See momentum, not busywork.
Follow every client from lead to intake to active policy. Your dashboard keeps premium, pending pay, issued pay and chargebacks visible.
1
Lead imported
Connected to the next step
2
Client intake
Connected to the next step
3
Carrier matched
Connected to the next step
4
Policy issued
Connected to the next step
Straightforward pricing
One platform. No scattered add-ons.
Get the complete workspace for $400 a month, or choose annual and save $800.
Monthly
$400/ month
Per agent. Cancel anytime.
- Full CRM, contacts, deals, pipeline, tasks and notes
- Secure client intake and policy cancellation tools
- Calling, phone numbers and imported leads
- Book of Business and compensation tracking
- Every major carrier included
Save $800
Annual
$4,000/ year
Per agent. Two months free.
- Full CRM, contacts, deals, pipeline, tasks and notes
- Secure client intake and policy cancellation tools
- Calling, phone numbers and imported leads
- Book of Business and compensation tracking
- Every major carrier included
Agency
Custom
Built around your team and downline.
- Volume seat pricing
- Team center and hierarchy tools
- Shared lead boards
- Dedicated support
Encrypted records
Secure intake
Private client files
Major carriers included
Ready when you are
Run your whole book in one clear flow.
One login for the work that moves your agency forward.
Create your account