Features How It Works Pricing Reviews Support
Sign In Start Free Trial โ†’
Built only for life insurance producers

Your entire business.
One CRM.

No other CRM puts every life-insurance tool in one place: power dialer, AI sales agent, quoting, policy tracking, commissions, texting. And none comes anywhere near this price. One seat, one login, one bill, built for maximum efficiency, total transparency, and the productivity that comes from stopping the tab-switching.

7-day free trial
No setup fees
Works with leads you already own
1
Import your leads
CSV or vendor sync
Johnson, M ยท FEX Williams, S ยท Term Rodriguez, A ยท MP Thompson, D ยท FEX + 146 more
2
AI dials & qualifies
One call at a time
Thompson, DVoicemail
Baker, KNot interested
Williams, SQualified โœ“
Johnson, MOn call ยท 1:42
3
Live transfer to your phone
Whisper summary

Mark Johnson, 58. Wants final expense coverage for himself and his wife, no major health issues, budget around $85/mo. Ready to talk now.

Your phone is ringing
Qualified prospect on the line
1 seat
Replaces the five subscriptions most producers stack up
$79.99
Where plans start, with a 7-day free trial
$0
Hidden fees. Every rate we charge is published on this page
10+
Tools built for this business, not a generic sales CRM
The Whole Stack

Every tool this business needs, in one login

Most producers run a dialer, a CRM, a quoting tool, a spreadsheet for commissions, and a texting app that none of the others talk to. Producer Stack is all of it in one place, built by a producing agent who sits on a dialer rather than by a SaaS committee. Nothing here is an add-on subscription.

Power Dialer
Batch-call your lists at $0.012/min with local presence ID and one-click dispositions. When you want to dial yourself, dial fast.
AI Sales Agent
Hands the dialing to an assistant that screens, qualifies, and warm-transfers live prospects to your phone. One tool in the stack, not the whole product.
Quoting
Live multi-carrier rates pulled in seconds, mid-call. Quote while the prospect is still on the phone, not after they have cooled off.
AI Underwriter
Field underwriting answers in seconds: health conditions, build charts, carrier fit, before you quote the wrong product.
Policy Tracker
Every application from submitted to issued to paid, with carrier status arriving on its own instead of waiting on your follow-up.
Commissions and Back Office
Upload a carrier statement and it reconciles itself. Advances, renewals, chargebacks, and what is actually hitting your bank.
Texting
Compliant two-way SMS with consent tracking built in, plus text campaigns that run on the same engine as your calling.
Bonus Tracker
Carrier bonus programs tracked against your real production, so you know which rung you are on before the quarter closes.
Agency Leaderboards
Boards, records, and achievements for producers building a team, with a downline view that stays aggregates only.
Carrier Mail
Carrier email read and filed automatically, so policy updates land on the right record instead of in an inbox.
See Inside

This is the actual product, not a mockup

Six screens from a working account. Click any of them to look properly.

Shown with sample data.
Featured tool: AI Sales Agent

The tool in the stack that dials for you

Every tool above earns its place. This is the one producers ask about first. The math of manual dialing is brutal: most of your day goes to voicemails, wrong numbers, and people who were never going to buy. The AI Sales Agent takes that grind off your plate, and it is included in your seat rather than sold as another subscription.

You only ever talk to interested, qualified prospects

The AI works your list one call at a time, screening out voicemails, dead numbers, and not-interesteds, and qualifying the people who actually want coverage. The AI eats the rejection. By the time your phone rings, the hard part is done: the person on the line wants to talk, and they know why you're calling.

$30 to $80
per live transfer from lead vendors
<$1
to generate your own from leads you already own
AI minutes just $0.075/min from your wallet. No add-on subscription.

Whisper summary before every transfer

Before the call connects, the AI briefs you: who's on the line, what they qualified for, and what they said they need. You pick up already knowing how to open. No cold starts, ever.

Works with the leads you already own

No new lead spend required. Import your existing lists (aged leads, fresh drops, your CRM backlog), pick a batch, and hit run. The AI turns lead files you've already paid for into live conversations.

Compliance built in

The AI discloses itself on every call, honors do-not-call requests instantly, and dials one line at a time, so there are zero abandoned calls.

Import, pick a batch, hit run

That's the whole workflow. Load your leads into Producer Stack, choose who to work today, and start a session. The AI dials in the background while you take transfers, quote rates, and write business. Available on Pro Producer and Team Leader plans, powered by prepaid AI minutes from your wallet, with no extra subscription to buy.

The Full Rate Card

Every price we charge. On the page.

"No hidden fees" only means something if you can see all of them. This is the complete list of seats and usage. There is nothing else.

Load your walletPrepaid balance, you decide how much
Usage drains itOnly pay for minutes and numbers you use
Every debit itemizedDown to the unit rate, no mystery deductions
Seats
Basic Producer$67.99/mo billed annually (15% off)
$79.99per month
Pro Producerโ‰ˆ $110/mo billed annually (15% off)
$129.99per month
Team Leader$169.99/mo billed annually (15% off)
$199.99per month
Downline agent seatsWhen your team leader is on Team Leader. Seats only, never usage rates
30% offany seat
Free trialEvery plan, no charge until day 8
7 daysfree
Setup fees
$0always
Usage, from your prepaid wallet
Dialer minutesPower Dialer & softphone calling
$0.012per minute
AI voice minutesAI Sales Agent talk time. Drops to $0.065/min above 2,000 AI minutes in a month
$0.075per minute
Phone numbersUnlimitedAs many numbers as you want for rotation. Competitors cap you at 5
$2.00per number / month
Anything elseIf it's not in this table, we don't charge for it
$0nothing hidden

The transparency promise: this rate card is the whole deal. Load your wallet, watch it drain at exactly these rates, itemized to the penny. Unlimited phone numbers for rotation is our claim to make. Most dialers cap you at 5 and hope you don't ask why.

Pricing

One seat. Everything included.

Every plan starts with a 7-day free trial, no charge until day 8, no setup fees, cancel anytime. Pick where you are in your production.

Save 15% on any seat with annual billing
Basic Producer
Everything a solo producer needs to organize leads and start dialing.
$79.99
per month, billed monthly
  • Policy Tracker & Lead CRM
  • 250 Quotes / month
  • 200 AI Underwriter queries / month
  • Activity Dashboard & Calendar
  • Cloud VoIP Softphone
  • Local Presence ID
  • Power Dialer
  • AI Sales Agent
Start Free Trial
Most Popular
Pro Producer
For serious producers who want maximum call volume, including the AI Sales Agent.
$129.99
per month, billed monthly
  • Everything in Basic
  • AI Sales Agent: dials, qualifies, live-transfers
  • Power Dialer (batch calling)
  • 500 Quotes / month
  • 500 AI Underwriter queries / month
  • Bonus Tracker
  • Advanced Analytics
  • Goal & Pace Tracking
Start Free Trial
Team Leader
For agency builders managing a downline and growing a team.
$199.99
per month, billed monthly
Recruiting perk: Your agents get Producer Stack at 30% off their seats when you're on Team Leader.
  • Everything in Pro
  • AI Sales Agent
  • 1,000 Quotes / month
  • Unlimited AI Underwriter
  • Agency Management & Team Dashboards
  • Downline seats 30% off
  • Priority Support & Dedicated Onboarding
  • Custom Agency Codes
Start Free Trial

The downline discount applies to seat prices only. Usage rates are the same for everyone. Calling and AI usage are billed from your prepaid wallet at the rates published in the full rate card above.

Jace, founder of Producer Stack

Built by a producer, not a software company.

I'm Jace. I sell life insurance for a living, and I got tired of paying for five tools that didn't talk to each other: a CRM here, a dialer there, texting somewhere else, quoting in another tab. So I built the one platform I actually wanted, and I run my own book on it every day. When you call support, you're talking to me.

Jace, founder

Put your entire business
in one place.

7-day free trial. No setup fees. Every rate published on this page. Import your leads, and run your dialing, quoting, policies, commissions, and texting from one login this week.