Every feature was designed from the ground up for life insurance sales — not adapted from a generic CRM, not bolted on. Purpose-built.
Select a batch of leads, call in from any phone, and Producer Stack connects you to the next lead the moment you hang up. No wasted time, no manual dialing.
Dial directly from your browser — no hardware, no app downloads. Your computer is your phone.
Every lead, every note, every status — tracked and organized so nothing falls through the cracks.
Pull live rates from every major carrier in seconds. Compare side-by-side and send quotes instantly.
Know your numbers cold — AP, issue rate, pipeline value, and bonus tier progress, all live.
One of the biggest pain points in life insurance sales is not knowing which carrier will actually approve your client. Age, health conditions, medications, build — every carrier has different guidelines, and guessing costs you apps and commission.
The AI Underwriter solves this with live data from every major carrier. Enter your client's health profile and instantly see which carriers are likely to approve, at which rate class — before you ever submit an application.
Stop submitting blind. The AI Underwriter gives you the confidence to present the right carrier to the right client every time.
Manage your entire downline from one screen. Track each agent's production, issue rates, and bonus tier progress. Grow your agency with data, not guesswork.
Start your free trial today — no credit card required. Be calling leads within minutes of signing up.