Keep the next step clear
Track leads, organize opportunities, and keep sales connected to the people behind them.
BUILT FOR LIFE INSURANCE AGENTS
Your insurance business.
One organized workspace.
From the first lead to the next commission. Keep your day moving with tools that work together.
Free Individual account. No card. No expiration.
Includes 30 total Insurance Estimator lookups.
L My workspaceILLUSTRATIVE PREVIEW
YOUR DAY, AT A GLANCE
Make your next move.
Active leads24In your pipeline
Follow-ups today3Keep the conversation going
Next on your listLead tracker ↗
JR
Jordan R.Discuss coverage options
TodayMT
Morgan T.Follow up on application
Today✧
A clearer starting point.
↗Explore estimates and potential carrier fit in one place.
Sample data · A simplified view of the LIT-AMS workflow
LESS BACK AND FORTH. MORE FORWARD.
Everything has its place.
Explore the possibilities
Compare preliminary life insurance estimates and explore potential carrier fit within the Insurance Estimator.
See beyond the sale
Follow commissions, payments, and chargebacks without losing sight of your book of business.
Estimates and carrier assessments are preliminary. Final pricing and eligibility are determined by the insurer.
A SIMPLE WAY TO GET GOING
Start with today.
Grow from there.
You don’t need a team to get organized. Start with your own workspace and expand when you’re ready.
- 01
Create your free workspace
Choose Individual and get started without a credit card.
- 02
Bring your work together
Add leads, explore estimates, and keep your sales organized.
- 03
Upgrade when you need more
Unlock unlimited Estimator use and team lead routing from inside your workspace.
START FREE. KEEP YOUR MOMENTUM.
Room to work. Room to grow.
An individual workspace today. A connected team when you’re ready.
FOR YOUR OWN BUSINESS
Individual
FreeNo expiration
A place to organize your day and build your book.
- Your personal lead tracker
- Sales and commission tracking
- 30 total Insurance Estimator lookups
- No credit card required
WHEN YOU’RE READY FOR MORE
Team
$69.95USD / month
More estimating power. A workspace for your team.
- Everything in Individual
- Unlimited Insurance Estimator lookups
- Team lead routing and assignments
- A private workspace for your organization
Already have a free account? Upgrade to Team from your workspace.
Building something bigger?
Let’s talk about the needs of your agency or IMO.
Is Individual really free?
Yes. Your Individual account has no expiration and requires no credit card. It includes 30 total Insurance Estimator lookups.
What happens after my 30 lookups?
Your account stays free. The 30-lookups allowance does not renew monthly. Upgrade to Team for unlimited Insurance Estimator use.
Can I upgrade from my workspace?
Yes. Upgrade to Team inside your workspace when you need unlimited estimates or team routing. Team costs $69.95 USD per month and billing starts immediately.
Is my workspace private?
Your organization’s workspace is separated from other accounts, with access based on user roles. Read our privacy policy for details about how information is handled.
Privacy policyYOUR NEXT CHAPTER STARTS HERE
More clarity for your day.
More space for your business.
Create free account ↗No card required. Start with Individual, free.