Add-on

Bulk Email$10/10k sends
No recipient limits
True bulk marketing

Add-on

Team View$5 per team member
One pool of data
Unlimited team members

Constantly Evolving

Features By Plan

Sell, manage, and forecast more effectively with the leading insurance CRM.

Basic
Marketing
Agency Management
Marketing & Agency Management
Lead Management
Automated lead-to-sale conversion campaign follow-ups
Lead Posting via API
Automated lead workflow management
Opportunity tracking
Variable lead profiles & branding
Automated lead nurture campaign follow-ups
Client Management
Integrated case status
Detailed case notes
Task & event tracking
Policy management
Custom marketing tag assignment
Document management
Agency Management
Agent Recruiting
Pre-built Agency Marketing/Recruitng Email Templates
Hierarchy Management
Agent Brand Assignment
Lead routing & assignment
Application Fulfillment
One-page app for 30+ carriers
e-Ticket / drop ticket application fulfillment
Electronic application & e-Signature forms
e-Policy delivery
Case Management
Detailed carrier & vendor requirements
Application workflow & approval automation
Comprehensive policy information
At-a-glance client policy history
Communications
SMTP e-mail integration
Integrated calendar
Social media integration
Telephone click-to-call integration
Text messaging / SMS
Marketing
Website life quoting & lead capture widget [2]
Pre-built e-mail marketing templates
Mass e-mail sending / blast e-mail
Pre-built marketing campaigns
Customizable e-mail marketing templates
Customizable marketing campaign builder
Personalized e-marketing website
Reporting
Pre-built report templates
Customizable reporting
At-a-glance pipeline management
Sales & productivity forecasting
Sales Tools
Quoters (life, simplified issue, final expense, no exam, annuities)
Financial calculators
Call scripting
Underwriting guides & suitability worksheets
Integrated health screening & quoting tools
State-specific PDF / carrier-specific PDF application & policy service forms
[1] Our exclusive partnership with Pinney Insurance offers their highly trained staff to handle e-Application, carrier case requirements, and e-Policy delivery process. Their Application & Case Management team will work with your customers as your virtual assistant on every case.

[2] The Consumer Life Quoter is included with every paid subscription level. However, for the FREE EZLife version you must be a Compulife subscriber to use the website quoting widgets. Why? Compulife provides the carrier, product, and rate information displayed by the Website Quoting Widget – without it, your rate and product information will be inaccurate. If you’re not already a Compulife subscriber, you can sign up for Compulife here at a 2/3 discounted rate – only $96 per year.