CRM for life insurance agents

Run your insurance business with less manual follow-up.

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

Get started → Watch the tour · 2:47
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
M
T
W
T
F
S
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
Product tour · 2 min 47 sec

See the whole thing before you sign up.

A short walkthrough of the pipeline, the campaigns, the power dialer, and AI-assisted booking — how the whole system works before you ever log in.

Get started → $97/month · no contracts · cancel anytime
Everything in one place

A CRM shaped around life insurance sales.

Built for the agent 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 every conversation logged so you always have the full history in one place
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. We 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
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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 when you are
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 they never get configured. Legacy Life CRM is built to shorten that path for you.

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 around how you actually sell.

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 flat rate. Cancel anytime.

Everything below is included in your monthly subscription. Usage costs (SMS, calls, email) are pay-as-you-go on top — the same wholesale rates we pay.

Legacy Life CRM
$97 / month
No contracts. No setup fees. Cancel anytime.
  • 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 — $97/month →

Pay-as-you-go usage

Same wholesale rates we pay. Buy usage credit in any amount, refill when needed.
SMS
$0.0095 per segment (160 chars). $10 ≈ 1,055 segments.
$0.0095
Outbound calls
$0.0168 per minute. ≈ $0.50 for a 30-minute call.
$0.0168/min
Inbound calls
$0.010 per minute. ≈ $0.30 for a 30-minute call.
$0.010/min
Email
$0.0025 per email. $10 ≈ 4,000 emails.
$0.0025

Usage above is averaged. Adding images or emojis to SMS will increase per-segment cost. We pass through the carrier rate — no markup.

Partner programs

Two ways to keep your pipeline full.

A CRM only pays off when leads are landing in it. Let NextLevel build and run your Facebook and Instagram ads, or take exclusive inbound calls from our own lead company, Prime Revenue Marketing.

Done-for-you ads

We've partnered with NextLevel.

A done-for-you ad manager service for our agency: NextLevel's team builds and runs your Facebook and Instagram ads, and your exclusive leads land straight in your Legacy Life CRM.

  • Done-for-you Facebook & Instagram ads, run by the NextLevel team
  • Exclusive, real-time leads delivered into your CRM
  • Campaigns for Final Expense, Term, IUL, Annuities, and Mortgage Protection
  • Ads run from your own account — you keep the data
See the Ad Manager →
Legacy Life CRM NextLevel
New lead · Final Expense
From your ad · just now
New lead · Mortgage Protection
From your ad · 2 min ago
Appointment booked · Term Life
Straight to your calendar · 9 min ago
Delivered to your Legacy Life CRM in real time
Buy inbound calls

Live calls from Prime Revenue Marketing.

If you'd rather skip running ads, our own lead company sells AI-screened final expense calls. The prospect is already on the line, has already been told the coverage carries a monthly premium, and has already asked to be connected before your phone rings.

  • Exclusive calls — never shared, never recycled
  • An AI screener confirms callers know there's a monthly premium
  • Buffer time on every call — you only pay for prospects who stay on the line
  • Calls route straight to your phone during weekday call hours
See the call program

Pricing, buffer times, and call hours are set on the Prime Revenue Marketing site.

Legacy Life CRM Prime RevenueMarketing
Incoming call · Final Expense
Screened · asked to be connected
Live
1
The prospect calls in
Generated from recent final expense intent
2
The AI pre-screens them
Confirms they know there is a monthly premium
3
You pick up and sell
Transferred to your phone in real time
Exclusive to you — no shared pools
Frequently asked

Questions, answered.

Who is Legacy Life CRM for? +
It is built for the individual life insurance agent who needs a practical operating system for prospect follow-up, appointments, pipeline management, and client nurture — without hiring anyone to run it.
How much does it cost? +
$97/month flat, or $989/year (about $82/month). No contracts, no setup fees, cancel anytime. The only additional charges are pay-as-you-go usage costs for SMS, calls, and email — passed through at the same wholesale rates we pay, with no markup. See the pricing section above for exact rates.
Is this built on GoHighLevel? +
Yes. Legacy Life CRM is a GoHighLevel-based CRM product, configured and supported around the needs of JMS Legacy Life agents.
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 you 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. You can step in whenever a conversation needs a human touch.
Is the signup form live? +
Yes. The sign-up buttons open our secure sign-up page in a new tab, where you can create your account and get started.
Built for serious follow-up

Get a CRM you'll actually use.

Legacy Life CRM brings your sales motion, automation, and follow-up system together so you can work every lead with more consistency.

Sign up →