Start Growing Today
With iLife’s all-inclusive CRM for insurance professionals
Includes these features:
- Professional iLife landing page
- Track prospect landing page visits
- Track and analyze sales activity for each client
- Agent quoting tool with over 700k policy options
- Live chat with visitors to your iLife landing page
- Offline chat will capture a prospect's name, email, and message
- Customize your carrier options
- Notification when you receive an email
- Call and Text clients directly from the iLife platform
- Recorded calls are automatically transcribed review for quality assurance
- Ability to purchase Live Transfer Leads
Usage Limitations:
- Generate up to 10 sales prospects (Does not include Live Transfers)
- Send up to 20 texts/Month
- Upload up to 100 non-Live Transfer contacts
Everything on Basic plus:
- Generate unlimited sales prospects
- Electronic Health Records that are encrypted and HIPAA compliant
- Online Approvals (e-Apps)
- Create email, social media and text campaigns
- Includes 1,000 text messages/Month
- Marketing content library with premade templates
- Access to customer support
- Text notification when you receive a live chat or form submission
- API Carrier Appointments
- Professional branded iLife website
- Customize the prospect journey on your
iLife website - Custom subdomain for your iLife website
- Option to add a video to your
iLife website - Additional admin user for your account
- PDF Quote Generator
Everything on Basic & Pro+ plus:
- Team account for multiple agents
- Includes 5 Pro Plus seats + the Agency Owner Admin Seat
- Invite a partner to initiate referrals
Coming Soon:
- Ability to distribute leads amongst
your team - Agency Reports
- Two-way Communication between agents and agencies
- Case Management & Assignment
- Agent Recruiting
- Product Underwriting Recommendations
Additional Seat Purchasing Options:
- Pro+ seat $129/Month
- Quoter/Live Transfer buyer seat $79/Month
- Additional Admin seat $59/Month
Everything on Basic, Pro+ & Agency:
Access all features of Basic, Pro+, and Agency tiers in a customized version of iLife to align with your operations and sales process.
Carriers
Maximize revenue by consolidating multiple product lines into a custom, streamlined
e-App, eliminating inefficiencies and fragmentation.
- Intuitive Interface
- Cloud Native e-App
- Automated CRM Data Capture
- In-Platform Communications
- Reduced Total Cost of Ownership
IMOs & BGAs
Streamline the sales cycle by replacing multiple tools with the most comprehensive all-in-one life insurance CRM.
- Touchless CRM
- e-App
- Quoting Tool
- Marketing Tool
- Website Builder
No, iLife does not sell life insurance. iLife is an online platform that facilitates the sales process for agents.
We work with the following carriers and are adding more rapidly:
Final expense:
Permanent Life Insurance:
No. Beyond a small monthly licensing fee, you keep all of your commissions.
No, iLife is not a distributor.
No. GAs and IMOs don’t sell a product. They sell the ability to help brokers, agents, and agencies get appointed with carriers.
The iLife platform organically attracts prospects online by offering them a free browsing experience to find policies. After that, they can contact you for assistance in qualifying for life insurance coverage. Subscribers to our professional account also have the option to purchase bundles of verified leads.
No. Agents are not bound by the policies on the platform and can sell from any carrier they represent. Agents may sell any number of insurance products. There are no restrictions with our platform.
Why Use 10+ Separate Tools to Accomplish What iLife Does in 1 Place?
Tools
Without iLife
Included in
iLife's Platform
Our pre-made template, specifically designed for the life insurance industry, allows insurance agents to create stunning websites in mere moments (no coding necessary).
The custom life insurance website includes the iLife quoting and browsing tool which integrates seamlessly into the iLife CRM. This gives you both a polished digital presence that can attract new leads and the tools necessary to convert them all in one place. Your newly designed life insurance website will capture potential clients and continuously grow your sales pipeline.

Take care of domain and hosting in the same place as the iLife Website Builder, allowing for a quick and efficient setup.

While other CRMs for life insurance agents stand alone as individual systems, our CRM software is directly built into our sales platform.
Because of this, all activity that occurs on your iLife website is instantly captured and dropped into your CRM, no manual entry necessary. Policy management is easier than ever when access to client analytics is at your fingertips.

Access marketing tools altogether for maximum convenience. iLife’s Marketing Hub, as part of the Pro+ account, interconnects easy-to-use email and SMS functionality with our host of other features to create a single seamless experience for agents.
Pro+ accounts can even save valuable time and energy with our Content Library’s pre-made marketing materials which can be sent through the hub at a moment’s notice for wherever their clients are in the sales process.
Get email templates, SMS texts, phone scripts, posts for social media, and more in the Content Library available directly in the software!

Respond immediately to any questions clients may have with the live chat function in iLife’s CRM. No need to switch between tabs and other applications. Plus, your live chats are always saved so you’ll always have a record of your communications.

This feature allows clients to input their information and immediately begin browsing a complete portfolio of affordable life insurance policies with clear illustrations. From there, potential policyholders can compare and contrast each type of life insurance policy just as if they were shopping in a digital store.

Tremendously expedite your underwriting process with the most advanced tech on the market — Online Approvals.
The traditional application process can take 1-2 weeks depending on gathering information, back-and-forth conversations with the client, the underwriter’s analysis, etc, but with Online Approvals, this time frame can be reduced into a single session as short as fifteen minutes.
This feature is available for select carriers within the iLife platform: BannerLife and SBLI.

Total monthly cost per user
-$550-$760 per user /month
Included
Additional Resources
Variable Cost
Included in
iLife's Platform
Wrangling with a dozen different tools consumes much time and effort. You may even have an IT employee for support.
But, what if there was a better way?
iLife allows you to complete all the tasks for your business in a single place so there’s no need to spend time constantly shifting between tools. This saves you both time and money since there’s no need to hire IT support.

Unlike traditional methods of presenting Products and analytics, iLife’s software can produce illustrations in real-time for any policy, which includes the risk-adjusted return, risk & volatility history, and term vs. perm comparison in a matter of a minute is a huge value add to the industry. Close sales much quicker with the tool that has it all available in one place!

Instead of filtering through lists of junk leads or cold calling only to be left empty-handed — find high-quality leads with iLife.
The leads you purchase from the iLife store are dropped directly into the iLife CRM — no imports/exports required. Once you’ve engaged them, they can journey through the entire application process on your website in as little as 10 minutes.
Available for purchase from all accounts (Free and Paid)
Chasing down new clients can easily eat up hours of a life insurance agent’s day!
Fortunately, iLife’s live transfers resolve this issue by bringing the life insurance leads directly to you via phone calls, without the need for an expensive call center. We guarantee a 100% contact rate with clients significantly increasing your odds of closing their business.

We Are Top Rated on G2

iLife for enterprises
Get the full power of iLife today to unify your agency at scale. Do and manage it all in one place: quoting, pipeline generation, and online approvals/e-apps.