Built for IMOs, FMOs & life insurance agencies
The all-in-one CRM for life insurance.
Manage leads, case workflows, commissions and contracting in one place. Built for multi-level agencies that move fast.
Lead pipeline
Kanban board from new contact to issued policy.
Case management
Track requirements, documents and underwriting.
Multi-level hierarchy
IMO/FMO downlines with auto rollups.
Compliance ready
Carrier appointments, licenses and renewals.