Purpose-built for annuity agents
Turn every annuity prospect into a lead that flows through a clear and trackable pipeline
Our Annuity Agent 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, Annuity Agent 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.
Capture 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.
Follow up while interest is highest
Automated text follow-up designed to start the conversation, prompt a reply, and move prospects toward a scheduled call — without sounding pushy.
Stay organized & compliant
Notes, call recordings, transcripts, and suitability checkpoints — all tied to each opportunity, so you’re documented, prepared, and protected at every step of the sale.
How it works
From new inquiry entry to appointment-ready annuity prospect, with every step clearly tracked.
You don’t need a full marketing team. Connect your current lead source and let the system do the heavy lifting for you.
The Starter Package includes templates, scripts, and a guided setup call to make sure the flow matches your existing process.
Who it’s for
Built for consumer-facing annuity advisors.
Designed exclusively for annuity agents, our CRM keeps your desk clean and your pipeline visible — no more printed leads, handwritten notes, or scattered follow-ups — so you can focus on conversations and closing, with everything organized in one place.
Independent annuity agents
Running your own book of business and it’s hard to stay organized? How about a CRM that automatically sends your clients a Happy Birthday text, a policy anniversary reminder, or a Happy 4th of July text and email. Book a Zoom or phone meeting and the automation takes over — it’s added to your calendar and the client is notified.
Agencies & wealth teams
Small agencies or advisor groups who need shared visibility into pipelines, tasks, and cases across multiple producers.
Not a computer expert? No problem. Annuity Agent CRM is designed so any agent can jump in fast, stay organized, and close more business without fighting software.
Simple, transparent offer
Annuity Agent 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. We’ll walk you through the package so you can decide if Annuity Agent CRM fits your practice.
“Before I started using a CRM, I printed email leads, made notes in spiral notebooks, and texted prospects from my personal cell phone. Once I switched to a CRM, I could actually track lead flow, follow-up stayed consistent, and automated reminders kept client appointments from slipping through. Bottom line, my close ratio increased.
Now with Annuity Agent CRM, it’s built specifically for annuity agents. 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. Based in FL.
19+ years in the business
Questions, answered
Common questions about the Annuity Agent 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?
Not right away. 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?
Annuity Agent CRM is built on modern, encrypted infrastructure with role-based access controls, audit trails, and regular backups. We’ll walk you through best practices for data security and compliance as part of your onboarding.
What happens after I request the package?
You’ll receive an email confirmation with next steps, a short questionnaire about your practice, and a link to book your walkthrough. On the call, we’ll tailor the CRM to your goals and answer any questions about features or pricing beyond the starter package.
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 Annuity Agent 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 Annuity Agent CRM with live leads
You’ll walk away with a clear, step-by-step plan to organize and manage your annuity pipeline.