The AI-Powered, Easy to Use
CRM Built for
Life Insurance Agents
Hey Life Insurance Agent — you're working too hard for too little return. Agent CRM is your all-in-one automation system built to help you book more appointments, follow up fast, to achieve more sales, and follow every lead. Take advantage of every "Opportunity" with automated workflows that will increase your engagement rate with all of your leads! Start your 14-day free trial today! Seeing is believing.
Help With Your Marketing: Create social media campaigns that reach your target audience and drive lead generation right in the CRM. We have pre-built marketing assets in English and Spanish, for all major life insurance products!
Improve Your Contact Rate: Our Contact Card workflows are not gimmicky! People respond - and you can use the authentic long term nurturing campaigns we've created to drive engagement, and turn leads to clients.
Upsell Current Clients and Get Referrals - with ease: Take advantage of every success to cross-sell relevant products, get reviews, and expand your reach to people who actually want to buy. With our dynamic automations, increasing sales through clients you already have is easier than ever. Try the system and see for yourself!
We Serve Independent Agents, And Agency Owners
WE PROVIDE REAL CUSTOMER SUPPORT. 7 Days a Week: Real Human Phone Support + ZOOM Support + And an Active Discord Community with Live Chat, and Community Resources. We're A2P Experts, Automation Experts, Web Design, Lead Gen, Funnels, and offer NEW AI Voice and Chat Options ⭐
The AI Tools Are Amazing
"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
First Life CRM Is On My Side
"Massive thanks to the entire team for building such an incredible platform. 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
First Life CRM For The Win (A+ Support)
“I haven’t had a whole lot of interactions with support, because most of the things just run smoothly, right? 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
WE SERVE OVER 1,000 Agents, SELLING LIFE INSURANCE
"Is First Life CRM Going to Work For Me?"
We get it. You're looking for a solution that works for YOUR BUSINESS. You want a website that speaks to your audience, selling your product, with automations designed for your specific customer journey. First Life CRM is the turnkey solution for life insurance agents looking to grow! We have marketing assets pre-built for you to generate leads and execute follow-up campaigns, in both English and Spanish!
Our Platform offers a sophisticated collection of marketing assets that include the website, automations, pipelines, calendars and booking, AI voice and conversation with deep customizability, integrated phone system/messaging/and email, all included in one central hub. Here's what the platform is built for selling:
Whole Life Insurance
Term Life Insurance
IULs
Infinite Banking
Guaranteed Universal Life
Universal Life
VUL
Final Expense Insurance
Mortgage Protection Term
AND MORE! Including Health Insurance and Annuities!
MAKE YOUR BRAND SHINE
Pre-Built Marketing Assets For All Life Insurance: R2G!
Instantly Personalized with First Life CRM's "Customizer"
- Mobile-Friendly Professional Website
- New Lead Email and SMS Sequences
- Long-Term Nurturing Campaigns
- Cross-Sell Campaigns
- Follow-Up Automations
- Renewal Reminders
- Appointment Notifications and Reminders
- Your Branding Consistent Across all Assets!
- English and Spanish Language Marketing!
- And so much more!
"I bought First Life CRM for this very reason
- it's exactly what I've been searching for!"
~ First Life CRM User
WHY CHOOSE FIRST LIFE CRM?
First Life CRM Is Your
ALL-IN-ONE
Sales & Marketing Platform
All of these tools are included with your account...
ConversationAI
ConversationAI is pre-trained to qualify leads, answer FAQs, and follow up automatically - so your business keeps growing even when you're off the clock.
Pre-Built Automations
The entire customer journey... already mapped, automated, and ready to launch! Our system comes with fully built automation campaigns that work your leads from first contact to closed deal - and beyond.
Calendar Tool
Unlock the power of auto-book appointments with First Life CRM's fully-customizable native booking tools. Your appointments, leads, and notes all live in one system - so you stay focused and organized.
Complete Phone System
Boost outbound calling productivity with a power dialer that enables quick and efficient communication. Get A2P verified with our help, then text and call your customers from one platform. Even sendBlue iMessages!
Funnel Library + Builder
Drag, drop, and deploy. Our template library come packed with funnels that are already built for conversions. Just update your logo and hit publish.
Email Marketing Tools
Our high-converting email campaigns come preloaded in your account... just choose your brand style and you're ready to look the part.
Integrates with Everyone
We play nicely with other CRMs, lead vendors, marketing platforms and social media websites. Our make, n8n, and zapier apps gives you even more possibilities!
Data Organization Tools
Efficiently organize your contacts with customizable smart lists using precise segmentation and filtering based on specific criteria.
Reputation Management
Monitor and manage your business's online reputation with tools for collecting web reviews, google reviews, and addressing feedback so that you stand out from the competition.
Social Media Marketing
Life Insurance-friendly custom promotions built specifically for you. Our AI doesn't just write any post... it creates nuanced brand-product-specific content. Stay on top of what's trending, and easily scale your business.
24/7 Support
Not just live chat... real-time community and phone support. Access our team via chat, phone, Discord group, and instant text responses. You'll never be stuck wondering what to do next, and our built in Ai helper can answer most questions with ease.
Fully Customizable
Whether you're a solo agent or scaling a team, every part of your CRM can be fully tailored to fit your process and needs. Modify the prebuilt assets or build from scratch with the powerful automation and funnel builders.. or just focus on selling and let us worry about building!
WE HELP YOU SCALE!
First Life CRM Is The Best Sales
and Marketing Platform for
Life Insurance Agents
We're more than just a CRM. We help you scale and grow your business with cutting-edge marketing and sales strategies tailored specifically for agents and their teams. Schedule a demo and ask about our different plans and how to scale with integrated marketing
We have the systems to distribute leads to agents on your downline (“round robin”), or utilize 1on1 bookings.
ConversationAI can be trained to instantly answer incoming customer questions received via email, text or on social platforms. And even qualify leads and schedule appointments.
Use a power dialer to call a list of leads fast, and automatically keep track of who has been dialed, how many times, and the call outcome.
Use the Core Plan if your flying solo, or Core+ if you have a team and require multiple seats.
Systems and features are updated frequently, and push to your account automatically if you choose, so you can spend more time selling (and not building out the system).
Our onboarding process is quick and easy, so you can get to work right away.
DID YOU KNOW... ALL OUR HIGH CONVERSION CONTENT IS INCLUDED FROM DAY 1?
Get a 14-Day Free Trial of First Life CRM
A Platform Built for Agents,
Ready to Go to Work for You
When you sign up for First Life CRM, you're entering a system built to support your business growth immediately. With extensive core features and personalized setup support, as well as drag and drop website builder, funnel builder, and sophisticated built in marketing portal. Even if you aren't tech savvy, this system is simple and intuitive.
During onboarding, you'll be able to tailor your account to your needs, setting up your logo, your brand colors, your emails and business information. For a uniform experience when providing your clients with branded documents, links, and emails.
After your 14-day free trial, the $97-per-month Core subscription gives you access to all core features and support, with the option to upgrade to Core +, as your team grows and you're ready to do even more, or choose Core + Marketing if you really want to take off and have the team in place to back you. Carrier fees apply for SMS and calling services, and we're transparent about all costs, so you'll always know exactly what to expect.
24/7 Live Chat Support
Email Support
Call In! Phone Support
Active Discord Community
1-1 Zoom Calls Available
Ai Support
What if I don't know how to set all of this up?
No problem! Get the support you need to help you setup your account so that it works to grow your business. First Life CRM is fully customizable for your business, and we promise the process is straightforward and easy.
Right after you complete the onboarding process, you'll have access to your dashboard where you can chat with support, or look at your completed steps, and all that's left is to get to work making money. Get an instant invite to our Discord community where you can chat and share with the community or ask any questions. It's that easy!
Built For Life Insurance Agents, Replaces 6 Other Subscriptions
Get Instant Access - Start Your Free Trial Today!
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New to First Life CRM?
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.