The CRM Built for
Life Insurance Agents
Manage term life, whole life, IUL, and annuity pipelines. Track FYC and renewal commissions. Run multi-carrier quotes. Automate follow-up. All in one platform built from scratch for life insurance producers.
No credit card games — cancel any time before day 30
Life insurance pipeline, pre-built for you
No configuration needed. SonicCRM ships with insurance-standard stages for every product line. Customize the names, add fields, or create unlimited custom pipelines.
Also available: Final Expense, IUL, Annuity, Whole Life pipelines
Everything a life insurance producer needs in one platform
Multi-carrier quoting
Compare term life rates from Banner, AIG, Protective, Pacific Life, Prudential, and 20+ carriers — directly inside the contact record.
Commission tracking
Track FYC, renewal commissions, and overrides per carrier. Chargeback alerts tell you about lapses before they hit your bank account.
Automated SMS follow-up
Stage-triggered SMS sequences keep every lead warm. Set-and-forget drip campaigns that feel personal because they reference the client's name, product, and carrier.
IUL illustration workflow
Request illustrations from your IMO or carrier directly inside SonicCRM. Attach the illustration PDF to the contact record for your next meeting.
Policy anniversary alerts
Automatically remind yourself — and SMS your client — at policy anniversary, renewal, and beneficiary review dates.
License compliance
Track your life & health license status, CE credits, and carrier appointments across all 50 states. Get alerts 90, 60, and 30 days before expiration.
What life insurance agents say
“I switched from GoHighLevel and will never go back. SonicCRM actually understands how insurance works. My close rate is up 30% because nothing falls through the cracks anymore.”
Marcus T.
Life & FEX Agent — Atlanta, GA
“The commission tracking alone saves me hours every month. I can see exactly what each carrier owes me, track chargebacks, and reconcile statements in minutes instead of hours.”
Jennifer M.
Life Insurance Broker — Phoenix, AZ
Frequently asked questions
Can I track IUL and whole life policies separately from term?
Yes. SonicCRM lets you create separate pipelines for each product line — term life, whole life, IUL, annuities, and final expense. Each pipeline has its own stages, fields, and automation.
How does commission tracking work for life insurance carriers?
SonicCRM tracks first-year commissions (FYC), renewal commissions, and override income per policy per carrier. It also alerts you to chargebacks before they hit your statement, so you can address lapses proactively.
Does SonicCRM support multi-carrier quoting for life insurance?
Yes. The built-in quoting tool compares term life rates from carriers including Banner Life, AIG, Pacific Life, Protective, Prudential, and more. Quote directly in the contact record and attach the quote to the pipeline.
Can I automate follow-up for life insurance leads?
Yes. SonicCRM includes pre-built automation playbooks for life insurance leads — SMS follow-up sequences triggered by pipeline stage changes, policy anniversary reminders, and lapse alerts.
Is there a free trial?
Yes — all plans include a 30-day free trial with access to every feature. No charge until the trial ends, and you can cancel any time.
Start your free 30-day trial today
No setup fee. No long-term contract. Cancel any time.
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