The Future ofLife Insurance Sales Is HereCutting-Edge Al CRM
for Superior Life Insurance Sales Performanceby Agents for Agents
for Superior Life Insurance Sales Performance
The Future ofLife Insurance
SalesIs Here
Cutting-Edge Al CRM for
Superior Life Insurance Sales PerformanceDeveloped by Agents for Agents
Superior Life Insurance Sales Performance
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.
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.
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.
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.
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.
Email and SMS Marketing
Build lists and call multiple leads conveniently with the help of automated power dialer. Pause, or stop and continue anytime.
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.
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.
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
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.
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The Right Package For Everyone
Competitive monthly subscriptions
Basic
Minimal functionality
- 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
Standard
For serious agents
- 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
Fully-fledged
For the best agents
- 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
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.