Life Insurance

Life Insurance CRM and Marketing Platform

Empower Your Life Insurance Business with Agently

Why Agently for Life Insurance Agents?

At Agently, we understand that selling life insurance is more than just closing deals—it’s about building lasting relationships and providing peace of mind to your clients. That’s why we’ve created a powerful CRM and marketing platform specifically designed for life insurance agents. Built by agents for agents, Agently helps you streamline your business, nurture leads, and focus on what matters most: growing your commissions.

Empower Your Life Insurance Business with Agently

Life insurance is a relationship-driven business, and staying connected with your clients is key to success. Agently provides a comprehensive suite of tools that simplifies your day-to-day operations, allowing you to focus on building trust and increasing your sales.

With Agently’s life insurance CRM, you can:

Manage Leads Efficiently: Track prospects and follow-ups effortlessly with automated reminders, so you never miss an opportunity.

Generate Your Own Leads: Within Agently generate social media leads by launching ads with our proven temples.

Personalized Client Interactions: Store detailed client profiles, including policy information, communication history, address, dob, quotes. and more.

Automate Your Marketing: Engage with clients using custom email campaigns, social media outreach, and SMS messages tailored to their specific needs.

Maximize Referrals & Reviews: Our automation process will ask for referrals and reviews on auto pilot

Custom-Built for Life Insurance Agents

Agently is more than just a CRM; it’s a full-scale marketing platform designed to help life insurance agents close more deals. From automating outreach to managing leads and client relationships, our platform takes the guesswork out of your sales process.

With Agently, you’ll have access to:

Lead Scoring: Prioritize high-potential prospects to focus your efforts where it counts.

Pre-Built Tested Templates: Access professional, ready-made email and SMS templates designed for life insurance that have been proven to provide results

Advanced Reporting: Get insights into your sales pipeline, track progress, and identify areas for improvement with real-time analytics.

Easy Integration: Sync with the tools you already use, including popular email platforms, social media channels and lead vendors.

Developed by Insurance Agents for Insurance Agents

At Agently, we know the insurance industry inside and out—because we’ve been in your shoes. Our CRM and marketing platform was developed by insurance agents who understand the challenges and opportunities that life insurance agents face every day. We’ve experienced the need for better tools to manage clients, track leads, and automate communication, and that’s why we created Agently.

Our platform is tailored specifically to life insurance agents, with every feature thoughtfully designed to make your workflow easier and more efficient. Whether you’re new to the industry or a seasoned veteran, Agently helps you save time, close more sales, and build stronger client relationships.

Built by Agents, for Agents

Agently was created by insurance agents who understand the specific needs of life insurance professionals. We know what it takes to close deals and keep clients happy, and we’ve packed our platform with features that do just that.

The Agently Advantage

Life insurance is a competitive industry, and Agently gives you the edge you need to succeed. By simplifying client management, automating marketing efforts, and delivering insights that boost performance, Agently helps you spend less time on administrative tasks and more time growing your book of business.

Ready to Grow Your Life Insurance Business?

With Agently’s life insurance CRM and marketing platform, you’ll have everything you need to manage leads, nurture relationships, and close more sales—all in one place. Take control of your business today and experience the difference that Agently can make for you.

Get Started with Agently