Compare Plans

One Platform.
Three Ways to Grow.

Built exclusively for life insurance agents. Every plan runs the full First Life CRM engine — the difference is seats and marketing firepower. Pick the one that fits where you are today.

Most Popular

Core

For solo agents. The full platform — nothing stripped down.

$97/mo
Billed monthly. Switch plans anytime.
1 seat
  • Unlimited contacts, pipelines & smart lists
  • Complete phone system with power dialer
  • ConversationAI + Voice AI working your leads
  • Done-for-you campaigns — English & Spanish
  • Funnel & website builder with template libraries
  • Calendars, reviews, invoicing, reporting, mobile app
  • 24/7 real human support
Get Started with Core

Core +

For growing teams. Core, plus room for your people.

$149/mo
Billed monthly. Switch plans anytime. ≈ $49.67 per seat
3 seats

Everything in Core, plus:

  • Social Planner — schedule & publish to all major platforms
  • AI-written, insurance-specific social content
  • 3 team seats with round-robin lead distribution
Get Started with Core +
14-Day Free Trial

Core + Marketing

For agencies in expansion mode. Your full in-house marketing engine.

$297/mo
Billed monthly. Switch plans anytime. ≈ $49.50 per seat
6 seats

Everything in Core +, plus:

  • Ads Planner — run ads on the popular social platforms & Google
  • 6 team seats for a real agency
  • Social planning and paid ads, all under one login
Start Your Free Trial

Try everything free for 14 days — keep it, or switch to any plan during or after your trial. We'll remind you before your trial ends.

Simple 2-step order form — pick your plan on the next page. See the full feature comparison ↓

Do the Math

One Login. One Bill.
Replaces the Whole Stack.

Most agents are quietly paying for a dozen tools that barely talk to each other. Here's what that patchwork typically costs — and what it costs here.

The patchwork you're paying for now

  • CRM & pipeline (Salesforce, Pipedrive)$50–$150/mo
  • Booking & calendar (Calendly)$12–$20/mo
  • Funnel & landing pages (ClickFunnels)$97–$297/mo
  • Website builder & hosting (Wix, Squarespace)$20–$50/mo
  • Email marketing (Mailchimp, ActiveCampaign)$30–$150/mo
  • SMS marketing & dialer$50–$200/mo
  • Forms & surveys (Typeform, Jotform)$25–$50/mo
  • Documents & e-signature (DocuSign)$25–$40/mo
  • AI chatbot / receptionist$50–$300/mo
  • Review management (Podium, Birdeye)$100–$300/mo
  • Automation glue (Zapier plans)$20–$70/mo
  • Social scheduling (Hootsuite, Buffer) Core + $30–$100/mo
  • Ads management tools Core + Marketing $50–$200/mo

Typical published price ranges. Your stack may vary.

The Tally

A dozen logins, typically

$500–$1,500+/mo

First Life CRM Core

$97/mo

Every tool above is built in, pre-loaded, and already talking to each other. One login. One bill. One system working your leads.

Start Free Trial

Usage-based fees apply for calls, texts, emails, and AI features
— see the Usage Fees Calculator.

Real Agents

Over 1,000 Agents Run on First Life CRM

★★★★★
"Holy crap! This is a game changer!! First Life CRM's AI tools have taken my lead management to a whole new level. I'm closing more deals in less time!"
Becky Wilson
★★★★★
"When I do reach out, they make me feel like my business is important to them, and that's something you can't buy."
Shaun Fraley
★★★★★
"You've made it possible for folks like me (who may not know all the tech stuff) to have a real shot at success!"
Richard Downing
Side by Side

Every Feature, Every Plan

The full breakdown. Three plans, one engine — here's exactly what changes between them.

Feature Core Core + Core + Marketing
Sell & Follow Up
Unlimited contacts & smart lists✓✓✓
Sales pipelines & opportunity tracking✓✓✓
Complete phone system & power dialer✓✓✓
2-way SMS, email & calls from one inbox✓✓✓
Calendar & automated booking (round-robin ready)✓✓✓
ConversationAI — qualifies leads & books for you✓✓✓
Voice AI — AI answers your calls✓✓✓
Pre-Built For You
Life insurance marketing assets — English & Spanish✓✓✓
Done-for-you campaigns: new lead → nurture → cross-sell → renewal✓✓✓
Template libraries: websites, funnels, emails & ads✓✓✓
Funnel & website builder (drag and drop)✓✓✓
Email marketing campaigns, preloaded✓✓✓
Forms, surveys & documents with e-signature✓✓✓
Run the Business
Reputation & review management✓✓✓
Invoicing & Text2Pay payments✓✓✓
Reporting & analytics dashboard✓✓✓
Mobile app✓✓✓
Integrations: Zapier, Make, n8n + lead vendors✓✓✓
24/7 support: chat, phone, Discord, Zoom✓✓✓
Plan Differences
Team seats136
Social Planner — schedule & publish to all major platforms—✓✓
Ads Planner — run ads on social platforms & Google——✓
14-day free trial——✓
Quick Answer

Which Plan Is Right for Me?

Core · $97/mo

Flying solo

You're working your own leads, booking your own appointments, and every minute counts. Core hands you the entire engine — AI, automations, dialer, funnels, the works. You don't need more. You need this.

Core + · $149/mo

Building a team

You've made your first hires and your name needs to show up on social every week. Three seats, round-robin lead distribution, and the Social Planner writing insurance-specific posts for you. Step up when you're ready.

Core + Marketing · $297/mo

Expansion mode

You're done renting attention. Six seats, in-house social planning, and the Ads Planner running campaigns on the popular platforms and Google — your whole growth engine under one login. Start here free for 14 days.

No Surprises

Straight Talk on Usage Fees

Your subscription covers the platform. Calls, texts, email sends, and AI usage carry small pay-as-you-go fees — you only pay for what you actually use, and we publish every rate.

See the Usage Fees Calculator
Answers

Frequently Asked Questions

Open each question to see how plans, seats, trials, and fees work.

Yes — anytime, instantly. Move up when you hire, move down if you streamline. Your contacts, automations, and history come with you either way.

The free trial runs on Core + Marketing — so you experience the entire platform, including the Social Planner and Ads Planner, from day one.

Keep it, or switch to any plan during or after your trial. You choose. And we'll remind you before your trial ends, so there are no surprise charges.

One team member with their own login. Each seat gets their own calendar and conversations, and round-robin lead distribution works across all your seats — so incoming leads spread evenly across your team automatically.

No. Core is the full platform — every AI tool, every automation, the complete phone system, the builders, the pre-built English and Spanish marketing assets, all of it.

The only things it doesn't include are the two team-marketing tools: the Social Planner (Core +) and the Ads Planner (Core + Marketing).

Small pay-as-you-go charges for calls, texts, email sends, and AI usage — you only pay for what you use, and every rate is published.

Estimate your monthly usage with the Usage Fees Calculator.

Yes. A2P registration is how carriers approve your number for business texting, and we walk you through every question with clear examples to maximize approval odds.

Start with the A2P Registration Guide.

Yes. We help configure your settings, brand your assets with the Customizer, and walk you through a live demo so you're selling — not building.

Book time or chat with the team at the Support Hub.

We keep it fair and in writing. Read the full Refund Policy before you sign up — no fine-print games.

Ready to Stop Juggling Tools?

Start your 14-day free trial — pick your plan on a simple 2-step order form and your account goes to work today.

Start Free Trial

First Life CRM

Call Us: (813) 592-3602

About First Life CRM

First Life CRM is an AI-Powered customer relationship manager built by a group of passionate agents to help insurance agents with their marketing campaigns.

Built Exclusively for Life Insurance agents, by life insurance agents. Because we need tools that are specific to us.

First Life CRM

All‑in‑one powerhouse turning leads to clients, giving life insurance agents the tools to excel.

Call Us: (530) 424-8288

Built for insurance agents, by insurance agents.

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