The Future of
Life Insurance Sales
Is Here
Cutting-Edge Al CRM

for Superior Life Insurance Sales Performance
by Agents for Agents

The Future of
Life Insurance
Sales
Is Here

Cutting-Edge Al CRM for
Superior Life Insurance Sales Performance
Developed by Agents for Agents

Experience the Cutting-Edge

Power Dialer

AI Power Dialer

Maximize your sales with our AI Power Dialer and Call Forwarding feature! Enjoy a 300% sales boost with advanced area code mimicry, and never miss a call by redirecting to agents away from their desks for constant availability and higher customer satisfaction.

Call Recording

Built in call recording

Elevate agent training with our advanced call recording feature! Capture every sales process step, identify bad practices, and ensure proof of presentations and agreements.

Business Intelligence

Analytics tracker

Boost performance with our cutting-edge analytics tracking feature! See how your agents are performing, track key metrics, and drive improvements with real-time data.

Auto Policy Quoter

FEX & Term Quoter

Streamline your sales with our integrated instant quoting feature for FEX and Term Life policies! Quickly generate accurate quotes, impress clients, and close deals faster.

Automated Marketing

Email and SMS Marketing

Build lists and call multiple leads conveniently with the help of automated power dialer. Pause, or stop and continue anytime.

Smart Underwriting

FexiBot Underwriting

Introducing the FEXIbot Underwriting feature from FEX.life! Welcome to the future of underwriting—FEXIbot delivers instant carrier and product placement recommendations without the need for time-consuming vintage-style grids or reliance on an upline. FEXIbot can cross-reference multiple conditions and medications in the blink of an eye! Get answers fast with cutting-edge AI technology.

Reminder System

Deal reminder

Introducing Deal Reminder! Our innovative AI keeps you updated on your deals in underwriting, eliminating the need for manual tracking. Stay organized and informed with FEXIbots timely reminders, ensuring you never miss a beat.

Lead Nurturing

12-Month Auto Assign

Introducing FEXIbots 12-Month Auto Assign feature! Our cutting-edge AI reassignment tool automatically reassigns your sold leads every 12 months, allowing you to reshop the market before your competitors do. Ensure your clients always have the best with FEXIbots proactive approach. Stay ahead and keep your clients satisfied

Automated Sentimental

Higher retention

Boost retention with personalized, automated birthday and holiday greetings. Strengthen client relationships effortlessly through thoughtful, timely engagement.

The Only CRM Designed
To Sell Life Insurance

Contact more leads in less time by power dialing 100s of numbers automatically with a single click, and by leveraging our built-in call center solution.

Join our pre-launch!

Free trial for select members. Sign up now!

The Right Package For Everyone

Competitive monthly subscriptions

Basic

Minimal functionality

$120
  • Smart area code matching: AI-powered dialer to call leads from a local phone number ($4/month for each area code)
  • Power dialer
  • Policy upload and management
  • Lead management: policy, documents upload, personal data and notes
  • Unlimited call time and history
  • Unlimited SMS messages and history
  • Easily schedule and manage appointments
  • Reminders and alerts
  • 5,000 leads import per month
  • Get a PDF performance report each week and/or month
Get started

Standard

For serious agents

$180
  • Smart area code matching: AI-powered dialer to call leads from a local phone number (DISCOUNTED at $3/month for each area code)
  • Power dialer
  • Policy upload and management
  • Lead management: policy, documents upload, personal data and notes
  • Unlimited call time, history and recordings
  • Unlimited SMS messages and history
  • Easily schedule and manage appointments
  • Reminders and alerts
  • Automated lead management: birthday and holiday greetings
  • 15,000 leads import per month
  • Forward all incoming calls to your phone number
  • Get a PDF performance report each week and/or month
Get started

Fully-fledged

For the best agents

$240
  • Access to AI Underwriting Bot
  • Smart area code matching: AI-powered dialer to call leads from a local phone number (DISCOUNTED at $2/month for each area code)
  • Power dialer
  • Policy upload and management
  • Lead management: policy, documents upload, personal data and notes
  • Unlimited call time, history and recordings
  • Unlimited SMS messages and history
  • Easily schedule and manage appointments
  • Reminders and alerts
  • Automated lead management: birthday and holiday greetings
  • Unlimited leads import per month
  • Forward all incoming calls to your phone number
  • Get a PDF performance report each week and/or month
Get started

Frequently Asked Questions

Have questions? Get in touch with our sales team.

    • What is the FEX.life CRM?

      Our CRM platform is designed to help life insurance agents and agencies supercharge their entire process and boost sales effortlessly.

    • Why do I need a CRM for my life insurance agency?

      Our CRM is your all-in-one hub to organize leads, track applications and team performance, and automate repetitive tasks. With our platform, youll save time and close more deals faster. CRMs are proven to help agencies scale rapidly and achieve unparalleled success.

    • How long does it take to implement my CRM?

      It depends on the size of your agency and customization needs. We’ll work with you closely to achieve a smooth adoption of our platform.