Launched this week
LyfAgentOS
Manage leads, follow-ups, calls and policies in one place
6 followers
Manage leads, follow-ups, calls and policies in one place
6 followers
LyfAgentOS is a CRM built specifically for life insurance agents. Manage leads, follow-ups, appointments, calling workflows, licenses, carriers, and policy sales from a single platform. Features include lead management, power call mode, follow-up tracking, Google Calendar integration, skip tracing, carrier management, licensing tools, and performance dashboards. Built to replace spreadsheets and generic CRMs with a workflow designed for the way insurance agents actually work.
