Lifeley: Intelligent Automation Platform

The life insurance application that manages leads, sales, reporting, recruiting, onboarding, and your team.

STREAMLINING BUSINESS FOR AGENTS, AGENCIES, IMOS AND CARRIERS

Lifeley.tech is one platform with six product suites to cover every facet of the life insurance business.
LEADS LIFE

For Users:
  • Upload leads in bulk or input one at a time
  • Pass leads to other users or outside users
  • Assign Leads to a Downline or Outside User 
  • View Lead Slips
  • Purchase Leads
  • Filter by geography, lead type, and other metrics
  • Subscribe to regularly reoccurring lead orders
  • View each purchase
  • Link to the associated leads
For Administrators
  • Upload All Lead Types In Bulk: Mortgage Protection, Final Expense, Medicare Supplement, Medicare Advantage, Tele-lead, Facebook, Pre-Approach, Internet, Etc.
  • API Connection for Sophisticated Lead Vendors
  • Attach lead slips automatically in bulk
  • Market overflow leads publically or password-protect your site
  • Accept all major credit cards and Apple Pay
  • Auto-assign leads for recurring orders (subscriptions) from available inventory
  • Review, edit and approve/reject subscription requests
  • Process credits, cancellations, and refunds
SALES LIFE
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Sales ToolKit
  • Customer Relationship Management (CRM)
  • Smart Task Management
  • Calendar
  • Schedule Appointments with reminders
  • Track Your Sales & Pending Policies
  • Custom Client Communication
  • Beast Mode™
  • Auto Notifications/Alerts 
  • Lead Generation Quote Tool
  • Virtual Case Manager
Smart Reporting
  • Sales Charts & Graphs
  • Close Rate on Leads
  • Appointment Booking Rate on Leads
  • Lead Stats by Source/Vendor​
  • Sales Data by Carrier
AGENT LIFE
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Recruiting
  • Agent-Branded Landing Page
  • QR Code for Capturing New Recruits
  • Link to Include in Recruiting Advertisements
  • Recruit List Management
  • Interview Scheduling
Onboarding/Contracting
  • Track and Manage the Onboarding Process for Each Agent
  • Provide E&O Insurance Resources to Make Commission on Policies
  • AML Training Resources
  • Collect Contracting Documents in One Place
  • Easy Export of Data for Contracting
  • Keep Track of Licenses and Writing Numbers
Team Management
  • View Your Downline Hierarchy
  • Grab Agent Details at a Glance
  • Move Agents in the Hierarchy & Automatically Trigger Necessary Carrier Notifications
  • Manage Permissions for Each Agent
  • Set Advance Caps, Vesting, and Comp Levels
  • Set Carrier Uplines—Separate from Your Agency Hierarchy
BOOKER LIFE
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  • Work with Multiple Agents Seamlessly
  • Real-time Data Sharing Between Agents and Appointment Setters
  • Easy Appointment Scheduling Flow
  • Productivity Reporting
  • Call-Center Configuration Available
MARKETING LIFE
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  • Agents Access Campaigns Created by the Agency
  • Campaigns are Customized with the Agent’s Contact Info
  • Easily Enroll Contacts
  • Set-It-And-Forget-It Marketing for Lead Generation or Lead Nurturing
  • Option to Charge Agents Per Message or Per Contact Enrolled
  • Pipeline View of Where Each Lead is in the Marketing Flow
  • Email, SMS and Voicemail Drop messages available
  • Complex Rules Engine For Creating campaigns​
LOYALTY LIFE
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  • Agents Earn Points for Taking Certain Actions in the Platform
  • Points Are Redeemed for Great Rewards & Incentives
  • Agency-wide Leaderboards Updated in Real Time
  • Share certain rewards with clients for increased retention
  • Offer LifeleyRewards.com
    • 230,000 Discounted Hotels
    • Cars, Flights, Resorts, Cruises, Vacation Homes
    • Shopping, Entertainment, and More

    REQUEST A DEMO

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