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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
Advanced Analytics
Agency Management
Team Access
Priority Support
Cloud CoIP Softphone
Local ID
Basic
Producer
—
✓
✓
250/mo
200/mo
✓
✓
✗
✗
✗
✗
✗
✗
✓
✓
Team
Leader
$249.99/mo
✓
✓
1000/mo
Unlimited
✓
✓
✓
✓
✓
✓
✓
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1
Your Info
2
Choose Plan
3
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
$89.99/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
Advanced Analytics
Agency Management
Team Access
Priority Support
Most Popular
Top Producers
Pro Producer
$149.99/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
Advanced Analytics
Agency Management
Team Access
Priority Support
Agency Leader
Agency Leaders
Team Leader
$249.99/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
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
Cancel Anytime✓
Secured by Stripe · Free for 7 days · No charge until day 8 · Cancel anytime
Buy a phone number
Search US Local numbers by 3-digit area code. Each number is billed at $3.00/month and added to your monthly Stripe charge immediately.
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.
Are you sure you want to cancel this plan?
Here's what will happen:
  • All your phone numbers will be permanently deleted immediately
  • Dashboard access continues until the end of your current billing period
  • After that, your account will be downgraded and access removed
Your subscription will not auto-renew. You will not be charged again after your current period ends.
Manage Number
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Replace Number
Search US Local numbers by area code. The selected number will replace — at no extra charge.
Add Lead
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.
Step 1: Upload File
Step 2: Map Columns
Step 3: Confirm & Import
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)
Edit Policy
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Submit as Sold
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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.
Loading integrations…
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.
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.