CRM for life insurance agents

Run your agency with less manual follow-up.

Legacy Life CRM gives life insurance agents a done-for-you GoHighLevel system for pipelines, conversations, automation, AI-assisted booking, and client nurture from one polished dashboard.

Get started → See how it works
app.legacylifecrm.com / dashboard
Legacy Life CRM
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Dashboard

Last 30 Days
Opportunity Status All Pipelines v
New LeadLive
ContactedOpen
BookedCal
QuotedApp
WonPaid
Pipeline Activity Weekly v
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F
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Pipeline health On track
Conversion All Pipelines v
Ready
Follow-up system Automated
Funnel Life pipeline v
Leads
Engaged
Booked
Application
Issued
Stage Distribution Active v
New leads
Follow-up
Appointments
Issued
Everything in one place

A CRM shaped around life insurance sales.

Built for agents writing term life, mortgage protection, final expense, IUL, and other life products where speed, follow-up, and trust matter.

Unified inbox

Keep SMS, email, calls, voicemails, and social conversations connected to the same contact record.

Smart contact records

Track lead source, policy interest, notes, tasks, appointments, and next steps without spreadsheet cleanup.

Automated pipelines

Move leads from new inquiry to booked appointment, application, underwriting, issued, and client nurture.

Reporting dashboard

See where opportunities sit, which campaigns need attention, and what follow-up is already running.

AI-assisted booking

Let the system reply fast, qualify intent, offer calendar times, and remind prospects before the appointment.

Life-product snapshots

Use ready-made workflows for straightforward level-premium coverage and products with long-term cash value conversations.

AI appointment booking

Follow up before the lead goes cold.

New inquiries can be answered quickly with plain-language texts that confirm interest, gather context, and move qualified prospects onto your calendar.

  • Responds fast to new term life, mortgage protection, final expense, and IUL inquiries
  • Books, confirms, reminds, and helps recover missed appointments
  • Keeps conversations logged where your team can see the full history
See pricing →
AI · Legacy Life CRM Hi Marcus, I saw your request for life coverage. Are you mainly protecting a mortgage, income for family, or planning for final expenses?
Mortgage and family income. We just had our second child.
AI · Legacy Life CRM That helps. Your agent can walk through simple level-premium options and timing. Would today at 4:30 or tomorrow at 10:00 work better?
Tomorrow at 10 works.
Booked · 10:00 AM You're set. We'll send a reminder before the call.
Calendar
July · 2026
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Client nurture

Stay present after the policy is issued.

Legacy Life CRM keeps clients organized after the sale with review reminders, referral asks, cross-sell prompts, and long-term nurture for families whose needs change over time.

  • Post-sale journeys for annual reviews, beneficiary updates, and policy check-ins
  • Referral requests and review prompts that feel timely, not random
  • Segments for level-premium coverage and cash value product conversations
See pricing →
Active journeys
On
Running by segment
Follow-up tasks
Queued
Ready for agents
Relationship timeline
Automated touchpoints
Annual review campaign queued
Client segment · scheduled automatically
Done-for-you onboarding

You get the system set up with you.

Most CRMs fail because agents never get them configured. Legacy Life CRM is built to shorten that path.

Compliance setup

Phone number registration

Guided setup for business registration, dedicated numbers, and messaging compliance so outreach can be configured properly.

Training included

Launch walkthrough

Learn your pipelines, inbox, calendar, automations, and reporting with practical training built for agent workflows.

Ongoing help

Support after setup

Use support tickets and scheduled help sessions when you need to adjust workflows, campaigns, or account settings.

Simple pricing

One CRM plan. Built to launch.

Everything an agency needs to run pipelines, automation, and client nurture in one system — no add-ons to piece together.

Legacy Life CRM
$-- / month
Final pricing and signup form can be connected here.
  • GoHighLevel-based CRM workspace
  • Life insurance pipelines and opportunity tracking
  • Unified inbox for conversations and follow-up
  • AI-assisted appointment booking workflows
  • Calendars, forms, automations, and reporting
  • Done-for-you onboarding and launch guidance
  • Support for future workflow improvements
Sign up for Legacy Life CRM →

Usage and messaging

Usage-based communication costs can vary by carrier, volume, and configuration. Keep the structure clear from day one.
SMS
Lead follow-up, reminders, confirmations, and nurture sequences.
Usage based
Calls
Inbound and outbound calling from the CRM workspace.
Usage based
Email
Campaigns, confirmations, nurture sequences, and client updates.
Usage based

Specific rates should be added when the live signup flow is connected. This keeps the page accurate without inventing unsupported numbers.

Frequently asked

Questions, answered.

Who is Legacy Life CRM for? +
It is built for life insurance agents who need a practical operating system for prospect follow-up, appointments, pipeline management, client nurture, and team visibility.
Is this built on GoHighLevel? +
Yes. Legacy Life CRM is a GoHighLevel-based CRM product configured around the needs of JMS Legacy Life agents and supported by NextLevel.
What products can I manage in it? +
Use it for common life insurance workflows, including term life, mortgage protection, final expense, IUL, and related follow-up. Term and mortgage protection conversations are usually straightforward level-premium coverage, while final expense and IUL conversations can include cash value considerations where appropriate.
What does done-for-you onboarding include? +
Onboarding can include number setup guidance, workflow configuration, pipeline orientation, training, and support so agents are not starting with an empty CRM.
Can it book appointments for me? +
The CRM can support AI-assisted appointment booking workflows that reply quickly, qualify interest, present calendar availability, and send reminders. Your team can step in whenever a conversation needs a human touch.
Is the signup form live? +
Not yet. The sign-up buttons currently point to a placeholder anchor so the live checkout or form link can be connected later without changing the page structure.
Built for serious follow-up

Launch a CRM your agents will actually use.

Legacy Life CRM brings the sales motion, automation, and follow-up system together so life insurance agents can work leads with more consistency.

Sign up →