Everything you need to sell more policies. One login.

A full CRM built around how agents work, loaded with the follow-up campaigns and marketing assets most agents never get around to building.

100+ agents run their book on LYFE Cortex

Mortgage protection pipeline Live
New lead
Web form · mortgage protection
0:00
Texted
Auto-text from your number
0:42
Booked
Thu 2:30 PM · reminder set
6:10
Quoted
Two carriers, sent by email
1d
Policy issued
Review request scheduled
4d
New lead

Right now your agency runs on five logins and a group chat.

CRM

Contacts in one system, notes in another, and half the follow-ups in your head.

Dialer

A missed call is a lost lead unless you text back before the next agent does.

Calendar

Booking links that don't know who the prospect is or what they asked about.

Email tool

Drip campaigns that stop the day you get busy writing policies.

Spreadsheet

Recruits, overrides and commissions tracked by hand every Friday night.

Every one of those is a place a lead goes quiet. LYFE Cortex puts them under one login, with the campaigns already loaded.

What's inside, grouped by what you actually do.

Follow up automatically

A web form, a missed call, or a Facebook lead comes in. Within 60 seconds it gets a text from your number. If nobody answers, the sequence keeps going: text, email, voicemail drop, booking link. You see the reply in one inbox.

A web form, a missed call, or a Facebook lead comes in. Within 60 seconds it gets a text from your number. If nobody answers, the sequence keeps going: text, email, voicemail drop, booking link. You see the reply in one inbox.

60s

to first text

5

channels, one thread

0

manual reminders

Capture leads

Websites, funnels, forms, chat widget, call tracking. Every source lands in one contact record.

Run the team

Pipelines per line of business, recruit tracking, sub-accounts for each producer.

Get paid

Invoices, estimates, payment collection, courses and memberships for your downline.

Start with the assets loaded

Pipelines, follow-up sequences, funnels and campaign templates written for mortgage protection, final expense and life. Ready the day you log in.

Built for the stage you're at, not the

seat count.

Solo

LYFE Launch

You're licensed, you're producing, and you need a real system instead of a notes app. The full CRM plus one ready-made Snapshot.

You're licensed, you're producing, and you need a real system instead of a notes app. The full CRM plus one ready-made Snapshot.

Team

LYFE Elite

You're recruiting and managing producers. Voice AI answers and dials, recruits hand off cleanly, and the Recruitment Snapshot is loaded.

Agency

LYFE Agency OS

You run an agency with producers under you. Unlimited sub-accounts, a custom website, and every insurance Snapshot loaded.

Pick where you're starting.

LYFE Launch

$87/mo

Billed monthly

The complete CRM, automation and marketing platform with one sub-account.

Ideal for:

New and solo agents who need a full CRM.

Capture & book

  • Websites, funnels and landing pages
  • Calendars with reminders and no-show follow-up
  • Missed-call text-back, chat widget, call tracking

Follow up

  • Visual workflow builder and drip sequences
  • Unified inbox: SMS, email, WhatsApp, Facebook, Instagram
  • Ringless voicemail drops

Run & report

  • Unlimited contacts and visual pipelines
  • Invoices, payments, courses and memberships
  • Dashboards and lead source attribution

Snapshot

  • 1 pre-built bundle: Mortgage Protection, Final Expense, Life Insurance assets
  • Additional Snapshots available as an add-on
Start with Launch
Most agents

LYFE Elite

$237/mo

Billed monthly

Voice AI answering your phones, the Recruitment Snapshot loaded, and room for a team.

Ideal for:

Agents building and managing a team.

Everything in LYFE Launch, plus

Team

  • 3 CRM sub-accounts
  • Recruit handoffs and leads
  • Snapshot expanded with Recruitment assets

Done for you

  • AI Employee setup: voice AI for inbound and outbound calls
  • Advanced dashboard setup
  • Funnel designs updated to match your brand

Extras

  • Professional email on the LYFE FG domain (optional)
  • Branded business cards
  • iBlueSend access (Mac or iPhone)
Start with Elite

LYFE Agency OS

$387/mo

Billed monthly

Unlimited sub-accounts and every insurance Snapshot, for agencies running at scale.

Ideal for:

Full agency operations at scale.

Everything in LYFE Elite, plus

Agency operations

  • Unlimited CRM sub-accounts
  • Custom website design
  • White-labeled mobile app and CRM in your own brand theme

Complete Insurance Snapshot

  • Life Insurance, Mortgage Protection, Final Expense
  • IUL Insurance, Annuities, Infinite Banking
  • Recruitment
Start with Agency OS

Every plan includes free onboarding, weekly training calls, tech support, and A2P registration with phone number setup.

Pick where you're starting.

LYFE Launch

$ 87 /mo

Billed monthly

The complete CRM, automation and marketing platform with one sub-account.

Ideal for:

New and solo agents who need a full CRM.

Capture & book

  • Websites, funnels and landing pages
  • Calendars with reminders and no-show follow-up
  • Missed-call text-back, chat widget, call tracking

Follow up

  • Visual workflow builder and drip sequences
  • Unified inbox: SMS, email, WhatsApp, Facebook, Instagram
  • Ringless voicemail drops

Run & report

  • Unlimited contacts and visual pipelines
  • Invoices, payments, courses and memberships
  • Dashboards and lead source attribution

Snapshot

  • 1 pre-built bundle: Mortgage Protection, Final Expense, Life Insurance assets
  • Additional Snapshots available as an add-on
Book a walkthrough
Most agents

LYFE Elite

$ 237 /mo

Billed monthly

Voice AI answering your phones, the Recruitment Snapshot loaded, and room for a team.

Ideal for:

Agents building and managing a team.

Everything in LYFE Launch, plus

Team

  • 3 CRM sub-accounts
  • Recruit handoffs and leads
  • Snapshot expanded with Recruitment assets

Done for you

  • AI Employee setup: voice AI for inbound and outbound calls
  • Advanced dashboard setup
  • Funnel designs updated to match your brand

Extras

  • Professional email on the LYFE FG domain (optional)
  • Branded business cards
  • iBlueSend access (Mac or iPhone)
Book a walkthrough

LYFE Agency OS

$ 387 /mo

Billed monthly

Unlimited sub-accounts and every insurance Snapshot, for agencies running at scale.

Ideal for:

Full agency operations at scale.

Everything in LYFE Elite, plus

Agency operations

  • Unlimited CRM sub-accounts
  • Custom website design
  • White-labeled mobile app and CRM in your own brand theme

Complete Insurance Snapshot

  • Life Insurance, Mortgage Protection, Final Expense
  • IUL Insurance, Annuities, Infinite Banking
  • Recruitment
Book a walkthrough

Every plan includes free onboarding, weekly training calls, tech support, and A2P registration with phone number setup.

The full platform, from the first

plan.

LYFE Launch includes the complete CRM, not a starter tier. Every agent

gets all of this on day one.

Websites & funnels

  • Drag-and-drop website builder

  • Sales funnels and landing

  • pages

  • Blog

  • Forms and surveys

  • A/B split testing

Lead capture & booking

  • Appointment calendars with automated reminders

  • Website chat widget

  • Missed-call text-back

  • Call tracking and recording

  • Trigger links and QR codes

Contacts & pipelines

  • Unlimited contacts

  • Visual sales pipelines and opportunity tracking

  • Tags, smart lists, and segmentation

  • Notes, tasks, and activity history

Automation

  • Visual workflow builder

  • Automated appointment reminders and no-show follow-up

  • Drip campaigns and follow-up sequences

  • Automated review requests

Communication

  • Unified inbox, all conversations in one place

  • Two-way SMS and email

  • WhatsApp, Facebook, and Instagram messaging

  • Ringless voicemail drops

  • A/B split testing

Marketing

  • Email campaign builder and templates

  • Social media planner and scheduler

  • Reputation and review management

Revenue tools

  • Courses and memberships

  • Invoices, estimates, and proposals

  • Payment collection and product catalog

Reporting

  • Performance dashboards

  • Lead source attribution reporting

  • Call, appointment, and pipeline reports

Mobile

  • Full-featured mobile app for iOS and Android

Questions agents ask before they switch.

Do I need to be technical?

No. Onboarding is free and we build the workspace with you on a call. After that, most agents live in three screens: the inbox, the pipeline, and the calendar. Weekly training calls cover everything else.

Can I move my existing contacts?

Yes. Import a spreadsheet from any CRM or dialer and we map the fields, tags and pipeline stages with you during onboarding.

Do the campaigns come ready to use?

Yes. Every plan includes at least one Snapshot: pipelines, follow-up sequences, funnels, and email and text templates written for the policies you sell. Onboarding loads it and connects your number and calendar.

What happens if I outgrow my plan?

Move up any time. Your contacts, automations and Snapshots come with you, and the new tier's assets are added on top. No rebuild.

What does A2P registration mean for me?

Carriers require business texting to be registered. We handle the registration and phone number setup for you on every plan, so your texts deliver from day one.

Everything's already built. You just log in.

Pipelines, follow-up, booking and campaigns, loaded before your first call.

A product of LYFE Financial Group. Built for licensed insurance

agents and the agencies they're building.

Copyright 2026. LYFE CORTEX. All Rights Reserved.