Purpose-built for annuity agents
Turn every annuity prospect into a lead that flows through a clear and trackable pipeline
Our AnnuityAgent CRM gives you one clean dashboard to capture every inquiry, follow up automatically, and stay compliant — built by serious tech talent, guided by experienced annuity agents.
- Instantly route web, phone, and referral leads into one pipeline.
- Pre-built annuity drip sequences that nurture without nagging.
- Call, text, and email history logged for clean compliance trails.
Trusted by growth-focused annuity advisors and independent insurance agencies
Why annuity agents choose us
A CRM that speaks the language of annuities, not generic insurance.
From initial retirement-income conversations to final suitability paperwork, AnnuityAgent CRM is tuned around the actual steps of an annuity sale—so you never lose track of where a client is or what comes next.
Leads flow directly from your current lead sources into one organized pipeline, with instant text notifications to you when a new lead arrives so you can respond while interest is highest.
Connect every annuity opportunity
From online generated leads, seminar sign-ups, referral calls, and inbound inquiries — all routed into one organized pipeline, tagged by product type and timeline.
Never miss an appointment
Automated text follow-ups help move prospects toward a scheduled call, then send timely reminders to keep clients informed and on time - reducing no-shows and keeping your calendar running efficiently.
Stay organized & compliant
Notes, transcripts, and time stamps — all tied to each opportunity, so you stay documented and prepared at every step.
How it works
From new lead to appointment to close, every step is clearly tracked.
You don’t need a back office team. Connect your current lead source and let the system keep you organized.
Who it’s for
Built for annuity agents who want to stay organized and close more business.
Designed exclusively for annuity agents, AnnuityAgent CRM keeps your pipeline organized, your follow-ups consistent, and your workflow in one place — so you can focus on conversations and closing.
Independent annuity agents
Running your own book of business? Stay organized, automate follow-up, and manage every client interaction — without anything slipping through the cracks.
Agencies & wealth teams
For teams that need visibility across multiple producers, pipelines, and client interactions — all in one place.
Not a computer expert? No problem. AnnuityAgent CRM is designed so any agent can jump in fast, stay organized, and close more business without fighting software.
Real results from real agents
“Before I started using AnnuityAgent CRM, I printed leads, made notes in spiral notebooks, and texted prospects from my cell phone. Once I switched, I could track lead flow, follow-up stayed consistent, and automated reminders kept client appointments from slipping through. Bottom line, my close ratio increased.
Now with AnnuityAgent CRM, the pipeline stages match the annuity lead process — from new lead to new client. My follow-up is clean and consistent, and the automated messages are written the way mature clients communicate — clear, respectful, and direct.”
~Jim C. Florida, 19+ years in business
Simple, transparent offer
AnnuityAgent CRM Plans
Everything you need to organize annuity leads, manage your pipeline, and follow up consistently — so more opportunities turn into issued annuity business.
No obligation, no long-term commitment.
Questions answered
Common questions about the AnnuityAgent CRM Plans
Still have questions? Email us and we'll get back to you.
Is this only for tech-savvy agents?
No. The package is designed for busy, non-technical agents. Our team gets you set up in the CRM during the onboarding session. Once it’s live, your day-to-day is a simple, visual pipeline and a handful of automated workflows already built for you.
Do I have to move my entire business into this CRM?
No. You can start by connecting one annuity lead source to the CRM while keeping your existing systems in place. If it’s a fit, we’ll help you map out a simple transition for your contacts and other lead sources.
How is my clients’ data protected?
AnnuityAgent CRM is built on modern, encrypted infrastructure with role-based access controls, audit trails, and regular backups.
What happens after I request the package?
You’ll receive a confirmation email with next steps, a short questionnaire about your practice, and a link to schedule your walkthrough.
Ready for cleaner annuity lead flow?
Ready to transform your business with a simple, easy-to-use CRM system
Share a few details about your practice and we’ll send the full package plus a short video walkthrough so you can see AnnuityAgent CRM in action.
No pressure, no hard sell. Just a clear look at how a modern, annuity-focused CRM can support the way you already work.
What we’ll cover on your walkthrough:
How the CRM fits into your current lead flow
Which plan makes sense for your business volume
Next steps if you want to implement AnnuityAgent CRM with live leads
You’ll walk away with a clear, step-by-step plan to organize and manage your annuity pipeline.