The Future ofLife Insurance Sales Has ArrivedThe Most Sworn-By Cutting-Edge Al CRM for Superior Life Insurance Sales PerformanceDeveloped by Agents for Agents
The Future ofLife Insurance
SalesHas ArrivedThe Most Sworn-By Cutting-Edge Al CRM for Superior Life Insurance Sales PerformanceDeveloped 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.
National Do-Not-Call List Protection
DNC Scrubber
Stay compliant effortlessly with our DNC Scrubber feature! Automatically filter out illegal numbers on state and federal Do Not Call lists, ensuring your dialers avoid costly compliance issues.
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
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.
DNC Scrubber
Stay compliant effortlessly with our DNC Scrubber feature! Automatically filter out illegal numbers on state and federal Do Not Call lists, ensuring your dialers avoid costly compliance issues.
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
The CRM Built Exclusively
For Selling 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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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.