LifeScale CRM

LifeScale CRM

Quote, sell and grow. The CRM, dialer, and business tools built for life insurance agents.

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Everything you need to run your book

Client CRM

Track leads, policies, follow-ups, and notes in one place. Your data stays private to you.

FE Quote Engine

Quote final expense, term, and permanent products quickly during the call.

Dialer

Call from your cell, Google Voice, or WhatsApp. Power dialing coming soon.

Live Coach

Objection-handling tips appear on your screen only while you’re on the call.

Agency Tools

Manage downline agents, seats, and billing from one Agency plan.

Your Brand

Customize the CRM to your liking — colors, logo, and settings so it feels like your own system.

Simple pricing

LifeScale is currently in invite-only beta. There is no public sign-up or checkout yet. Planned launch pricing is below. If you already have access, use Agent Login.

CRM

$49/mo
  • Clients & quoting
  • Free dialing
  • Follow-ups & scripts
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Agency

$179/mo
  • Everything in Pro
  • 5 agent seats
  • +$20/mo per extra agent
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