01
Take a call
Your script, rebuttals, and text guides sit beside a live-call form that follows the conversation and saves itself while you talk.
Armed with every tool you need to close
The entire life insurance job. One screen.
The work of an entire back office — underwriting like a vet, automated client communication, complete visibility into the business — minus the stress.
Currently in private beta.
How it works
Every call, end to end.
One evening of setup. After that, the platform carries the load.
02
Make a sale
The underwriting engine pairs the client with the right carrier and product, then hands off to direct quoting and e-app links, with automated client communication.
03
Know your numbers
Every submitted call feeds your KPIs, your pipeline, and your team's production — netted against lead and operating spend.
What's inside
Everything the job needs, and nothing it doesn't.
Live-call workspace
Script order, autosaving, rebuttals beside you. You run the call instead of managing the tool.
Underwriting engine
Pairs every client with the carrier and product built for them — age, build, conditions, and medications weighed against everything you're appointed with, ranked with the reason for each.
CRM & policy pipeline
The record exists the moment the call ends. Move a policy from new lead to in force without retyping a thing.
KPI dashboard
Close rate, persistency, cost per acquisition, families helped — for you, or for everyone you manage.
Costs & true ROI
Put $3,200 into leads and see exactly what came back, net of every subscription and chargeback.
Carrier reference
Build charts, comp grids, contacts, and e-app links for the carriers you actually write.
Medical research
Look up any condition or medication mid-call, beside the form, without dropping the conversation.
Automated client communication
Texts, callbacks, and appointment reminders fire on their own, with a Slack ping before every meeting.
Security
You're holding other people's health information.
Encrypted client data
Envelope encryption backed by AWS KMS on every sensitive field.
Two-factor sign-in
TOTP through any authenticator app you already use.
Tamper-evident audit trail
Every record change written into a verifiable chain you can check yourself.
Exports you decrypt offline
Exports come out encrypted, unlocked by a page that never touches the network.
Built for data you're legally responsible for.
Run the whole job on one screen.
Setup takes an evening. Everything after it is upside.
Get startedCurrently in private beta.