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Built for Life Insurance Producers

The Only Tool
You'll Ever Need.

All-in-one CRM for life insurance agents — quote instantly, track every policy, and grow your team without juggling 5 different tools.

All-in-oneNo other tools needed
AI-PoweredUnderwriting engine
Built forInsurance Producers
Producer Stack
Producer Stack
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All-in-one Insurance CRM
The Only Tool You'll Ever Need.
Manage your entire book of business — from first dial to final close — without juggling multiple apps. Try free for 7 days.
7-Day Free Trial AI Underwriting Power Dialer Lead Management Analytics Calendar Sync
7-day free trial · Select a plan to get started
Features
Policy Tracker
Lead Management
Quotes
AI Underwriter
Activity Dashboard
Calendar Integration
Bonus Tracker
Power Dialer
AI Sales Agent
Advanced Analytics
Agency Management
Team Access
Priority Support
Cloud CoIP Softphone
Local ID
Basic
Producer
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✓
✓
250/mo
200/mo
✓
✓
✗
✗
✗
✗
✗
✗
✗
✓
✓
Team
Leader
$199.99/mo
✓
✓
1000/mo
Unlimited
✓
✓
✓
✓
✓
✓
✓
✓
✓
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1
Your Info
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Choose Plan
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Confirm

Tell us about you.

Set up your Producer Stack account in under 60 seconds.

Optional — helps your team leader track production:

Pick your plan.

Start with a 7-day free trial on every plan — no charge until day 8. Cancel anytime.

7-day free trial on every plan No charge until day 8 Cancel anytime No setup fees
7-Day Free Trial
Individual
Basic Producer
$79.99/mo
billed monthly after trial
Free for 7 days
Policy Tracker
Lead Management
250 Quotes / mo
200 AI Underwriter / mo
Activity Dashboard
Calendar Integration
Cloud VoIP Softphone
Local ID
Bonus Tracker
Power Dialer
AI Sales Agent
Advanced Analytics
Agency Management
Team Access
Priority Support
Most Popular
Top Producers
Pro Producer
$129.99/mo
billed monthly after trial
Free for 7 days
Policy Tracker
Lead Management
500 Quotes / mo
500 AI Underwriter / mo
Activity Dashboard
Calendar Integration
Cloud VoIP Softphone
Local ID
Bonus Tracker
Power Dialer
AI Sales Agent
Advanced Analytics
Agency Management
Team Access
Priority Support
Agency Leader
Agency Leaders
Team Leader
$199.99/mo
billed monthly after trial
Free for 7 days
Policy Tracker
Lead Management
1,000 Quotes / mo
Unlimited AI Underwriter
Activity Dashboard
Calendar Integration
Cloud VoIP Softphone
Local ID
Bonus Tracker
Power Dialer
AI Sales Agent
Advanced Analytics
Agency Management
Team Access
Priority Support

You're almost in.

Review your details — then we'll create your account. Your 7-day free trial starts today. No charge until day 8.

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7-day free trial · then —/mo
Your Account
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What's Included
7-Day Free Trial✓ Starts today
Setup FeeNone
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By continuing, you agree to Producer Stack's Terms of Service and Privacy Policy, including that you are solely responsible for TCPA/Do-Not-Call compliance and call-recording consent when using the App's calling features.
Secured by Stripe · Free for 7 days · No charge until day 8 · Cancel anytime
Your balance is too low
Calls, texts, and phone number renewals all draw from your wallet balance. Add funds now to keep them running without interruption.
Current balance: $0.00
Add funds
Your balance is a real dollar amount, not abstract credits. It never expires and every debit is itemized.
Top-ups are non-refundable except where required by law.
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Send leads to
Transferred leads move out of your book into theirs. Text-message consent does not transfer — the recipient has to collect their own opt-in before texting.
Send Leads
0 selected
Leads move out of your book. Duplicates already in their book are skipped automatically. Text-message consent does not transfer.
Buy a phone number
Search US Local numbers by 3-digit area code. Each number is billed at $2.00/month from your wallet balance. Buy as many as you want — no cap.
Change plan
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Billed monthly via Stripe. Existing subscribers switch instantly; new subscribers are taken to a secure Stripe checkout page.
Before you go…
Please explain why you want to cancel. Select all that apply.
Would a smaller plan work instead?
Are you sure you want to cancel this plan?
Here's what will happen:
  • Dashboard access continues until the end of your current billing period
  • After that, your account will be downgraded and access removed
  • Your phone numbers stay with you until your plan ends, then for a short grace period — we email you before any of them are released
Your subscription will not auto-renew. You will not be charged again after your current period ends.
Nothing gets deleted — your leads, policies and statements stay saved.
Manage Number
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Replace Number
Search US Local numbers by area code. The selected number will replace .
Record consent

Calls and texts, by you or by the assistant, go only to leads with recorded consent. This records the consent you already hold for 0 leads. It does not create any.

One box, both permissions: calls and texts, by a person or by the assistant. Stored with your name, the source above and the time, on every lead. Leads on your do-not-call list are skipped, because a person who said stop cannot be consented back.

Add to campaign

The AI will work 0 leads through this campaign's steps. Consent is still required — a lead without it is skipped, not called.

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Adding leads does not dial anyone straight away. Calls are paced by the campaign's own steps, your daily call limit and each lead's local quiet hours.

Add leads

Pick the lead sources you want this campaign to work through, and narrow by status if you need to. Press Choose on any source to pick individual leads. Only leads with recorded consent are ever called — the next step shows exactly how many that is before anything is added.

Before you record calls

Some states require the consent of every party to a recorded call. I am responsible for obtaining any consent the law requires on my recorded calls. ProducerStack records calls only at my direction.

Call
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Confirm

Add Lead
The AI works them through the campaign's steps. Recorded consent is required before it will dial.
Custom Fields (optional)
Add any extra info — marital status, income, hobbies, or anything else specific to this lead.
Import Leads
Upload a CSV or Excel file (.xlsx). Column headers are auto-detected — we match Name, Phone, DOB, State, Military Status, and other common fields automatically.
1. Upload
2. Map
3. Import
4. Consent
5. Campaign
Click or drag & drop your CSV or Excel file
Supports .csv and .xlsx — exported from Google Sheets, Excel, PhoneBurner, Mojo, or any lead vendor
.csv .xlsx
All leads from this import will be tagged with this source. Previously used sources appear as suggestions.
Remove Duplicate Leads
0 selected for removal
Add Policy
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Adv. Commission = Annual Premium x Comm% x 0.75  (9-month advance payout)
Referrals (optional)
A beneficiary or emergency contact with a phone number becomes a new lead, marked referral — auto. They have not opted in, so texting stays blocked until they do.
Edit Policy
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Submit as Sold
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Referrals (optional)
A beneficiary or emergency contact with a phone number becomes a new lead, marked referral — auto. They have not opted in, so texting stays blocked until they do.
Quote for —
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Live carrier rates pulled directly from the Insurance Toolkits API.
Quote inputs
Health drives the local approval-class estimate only — it is not sent to the carrier rate API. Approval badges cover Americo, Aetna, American-Amicable, Transamerica, and Corebridge.
Fill age, sex, state, and face amount.
Lead Vendor Integrations
Each vendor gets a unique webhook URL. When you purchase a lead, it posts automatically to your dashboard, no CSV needed. Tick the consent box on a card and every lead that webhook delivers from then on arrives with consent recorded for calls and texts.
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How to use your webhook URL
  1. Copy your vendor's webhook URL above
  2. In your vendor's portal → find Webhook or Lead Delivery URL
  3. Paste the URL and save — new leads appear here instantly with the vendor as source
Need to add a new vendor? Go to Settings → Integrations.
Renewals
Add event
When is the appointment?

With this lead. It goes straight onto your calendar, and you will get a reminder 15 minutes before and again when it starts.

Appointment
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Register for text messaging

Since 2021 the phone carriers require every business that texts consumers to be registered — it is called 10DLC, and it is the reason texts from unregistered numbers quietly stop being delivered rather than bouncing.

We handle the submission for you. You answer one question below, we fill in the rest from your business profile, and we send it to the carriers with the privacy policy and terms pages we already publish for your agency.

How long it takes: the business check is usually 24–48 hours, then carrier approval on the message campaign takes about 3–7 business days. You keep quoting, dialling and tracking policies the whole time — this only gates texting.

What it costs: $15, once, when your campaign is submitted to the carriers. Nothing is charged before that, and there is no monthly fee. It comes out of your wallet balance.

Do you have an EIN for your business?
An EIN is the federal tax ID you would have gotten when you formed an LLC or corporation. Neither answer is wrong. Most producers are 1099 individuals with no EIN, and there is a registration path built exactly for that.
Start a conversation
Messages
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Call log
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Power Dialer
You're about to start a power dialer session with 0 lead(s). Call in from your phone, enter your PIN, and we'll dial each lead in order — connecting them straight into your call.
Confirm your email
Your account is created. We sent a confirmation link to your email — click it, then come back here.
Verify your phone
Calling and texting stay locked until we've confirmed a mobile number you can read a text on. We'll send you a 6-digit code.