Lead → reminder → text → reply → next action. Watch the full flow unfold.
Leads
Lead detail
Sarah Miller
Florida - Senior · $150,000 Term Life
Added just now
Activity
Messages · Sarah Miller
Waiting for follow-up...
Each step appears in your dashboard and on your phone—so you never lose context.
Dashboard
New lead
Sarah Miller · Florida · $150k Term
Dashboard
Follow-up set
Tomorrow 3:00 PM · Automated text
Dashboard
Last contact
Text sent · 2 min ago
SMS · Sarah Miller
Hi Sarah, following up on your $150k term quote. Do you have any questions? Happy to hop on a call whenever works.
3:00 PM
Dashboard
New reply
Active now · Awaiting your response
SMS · Sarah Miller
Thanks! I'd like to move forward. When can we talk?
3:14 PM
Dashboard
Next action
Schedule call · Mark sold when ready
Every step syncs across your dashboard, timeline, and activity feed.
Three steps from signup to automated follow-ups.
Import or add clients with contact info, coverage needs, and next follow-up dates. Each lead gets a dedicated timeline.
Toggle email sequences, SMS reminders, and call reminders in Settings. Your managed texting number is ready automatically.
Get reminders before callbacks. Track activity per lead. Mark policies sold and watch your conversion rate grow.
Built for the way you work. Your data stays yours.
Your data stays yours. Every lead, timeline, and setting is isolated to your account.
Never forget a callback. Automate follow-ups by email and SMS.
One-click access to Americo, Mutual of Omaha, Transamerica, and more.
Mark policies sold, see conversion rates, and understand what's working.
Built exclusively for life insurance agents. These aren't generic CRM features — they're revenue-focused modules designed around exactly how you work and sell.
Upload dormant leads and launch AI-crafted campaigns that re-ignite interest. Turn old contacts into booked appointments — even ones who went cold 2 years ago.
247
avg revivable leads per agent
Every incoming text gets 3 context-aware reply suggestions instantly. Handle any objection with confidence — from 'I already have coverage' to 'How much does it cost?'
89%
avg reply rate with AI assistance
The AI scans every message for trigger phrases — new baby, home purchase, job change, marriage. When detected, you get an instant opportunity alert with a pre-written follow-up.
$2,400
avg annual premium per detected event
Schedule birthday messages, annual reviews, holiday greetings, and post-sale nurture sequences that run for years after the sale — completely automatically.
94%
retention rate for enrolled clients
One flat subscription. Scale your revival campaigns when you're ready.
$25/month
Full access to all four revenue modules. Unlimited leads. Setup in minutes.
Secure checkout via Stripe · Cancel anytime
Multiple seats, large message volumes, or prefer to talk? Text me — I respond faster to texts than calls and will walk you through setup and payment options.
Premium concierge — discuss setup, billing, and custom plans
Already included: 500 messages/mo with every Pro plan. Need more?
On average, agents who run Resurrection campaigns see a 22% reply rate and close 1 policy per 17 messages sent — at an average commission of $1,200. Every bundle pays for itself within the first few replies.
Starter
1,000msgs/mo
$10/mo add-on
$0.010 per message
Run one focused revival campaign per month
Growth
2,500msgs/mo
$22/mo add-on
$0.0088 per message
Run multiple campaigns & follow-up sequences
Pro
5,000msgs/mo
$38/mo add-on
$0.0076 per message
High-volume outreach for full pipeline revival
Growth bundle example: 2,500 messages at 22% reply rate = ~550 conversations and potentially $88,000+ in commissions.
All bundle messages are exclusively for the Dead Lead Resurrection Engine · Unused messages do not roll over · Billed monthly alongside your Pro plan
Your data is yours — export anytime. Private by default. No long-term commitment.
Everything you need to know.
Add leads manually through the dashboard or import from a CSV. Each lead gets a dedicated timeline for calls, texts, and follow-ups. Your data is isolated per account and never shared.
Yes. We provide quick links to Americo, Mutual of Omaha, Transamerica, and more. Your dashboard gives one-click access to quote pages and submissions—no switching tabs.
Enable email sequences, SMS reminders, and call reminders in Settings. You control which automation is on—follow-ups feel personal, not robotic. Your managed texting number is included with your subscription.
Your data stays yours. Per-user dashboards, private by default. Export anytime. We never share or sell your data. Cancel anytime with no long-term commitment.