Grow Your Agency with the Ultimate Insurance CRM

Elevate your agency with iLife - the comprehensive insurance CRM that optimizes team productivity.

  • Manage Teams Effectively
  • Exceed Sales Targets
  • Reduce Sales Cycle Timeline
  • Ensure High Client Satisfaction
Life Insurance Agent their closing performance

Managing Your Team Has Never Been Easier

Managing a team of agents can be difficult, especially when they are using different tools to generate leads and keep up with client demands.

Improve Process Efficiency

  • Centralize processes and tasks
  • Manage pipeline efficiently
  • Automate data collection

Trust Your Data

  • Improve client data accuracy
  • Enable rapid decision-making
  • Insights into client behavior

Increase Agent Productivity

  • Shorten the sales cycle
  • Accelerate the underwriting process
  • Provide tailored coaching

Oversee Agent Performance

  • Track prospects & allocate leads
  • Monitor calls & review transcripts
  • Roll-up view of team performance

Improve Agent Performance by Correcting Operational Inefficiencies

  • Streamline processes and reduce back-office tasks
  • Improve data accuracy and accessibility
  • Centralize task management to help agents focus
  • Automate data collection to reduce errors
  • Shorten sales cycles and underwriting processes
  • Improve oversight and performance tracking
Life insurance agent uses iLife to track performance and engagement

Learn how iLife can help your business thrive

Get a Free Demo

How Will Your Team Benefit?

Key Benefits

  • Increased Revenue
  • Reduced Expenses
  • Recruit/Retain More Agents
  • Make Informed Decisions
  • Easily Assign Leads
  • Better Performance Transparency
  • Monitor Call Quality
  • Provide Agent Coaching
  • Manage Pipeline
  • Generate Quotes
  • Obtain E-Health Records
  • Bind Policies
  • Raised Brand Awareness
  • Higher Conversion Rates
  • Easily Deploy Campaigns
  • Engage Clients Regularly
Team benefit cycle of iLife CRM for Agencies

Does Your Agency's CRM  Measure Up to iLife?

Maximize Your Investment by Eliminating Redundant Software

Provide your team with the CRM that handles all sales and client engagement functions-quote to bind.

iLife

Competitors

Touchless CRM

Obtain client data, e-health records, and signatures automatically. Learn more →

Included

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e-App

Digitally process applications; communicate seamlessly with clients and carriers. Learn more →

Included

$$$

Quoting Tool

Enable clients to browse, compare, and
purchase policies online independently. Learn more →

Included

$$

Marketing Tool

Generate prospects via promotional emails, texts, and social media. Learn more →

Included

$$$

Website Builder

Create professional custom insurance websites in <15 mins. Learn more →

Included

$$

Premade Communications

Market your agency quickly with pre-designed content. Learn more →

Included

$$

$$$$

AGENCIES LOVE US

G2 Ratings and Awards for iLife

iLife is the #1 Insurance Agency
Management Platform on G2

READ A CASE STUDY
Life insurance Agent Uses a call transcript to improve closing performance

Ready to Grow with iLife?

Equip agents with the all-in-one tool that supports all of their job demands and helps them stay focused on closing more business.

Schedule a demo to see why iLife is the #1 insurance software for agencies!
Carriers
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