The Ultimate Toolkit

for Life Insurance

LifePro AI brings all your essential tools into one clean, streamlined platform — simplifying your workflow and automating what matters most.

Quote. Call. Close. Everything You Need, All in One Place.

No more switching tools or guessing rates — run accurate, real-time quotes from all major carriers right inside your platform. Plus, make calls, power dial, access scripts, resources, and everything you need to close, all in one place.

  • All Major Carriers in One Dashboard – Get instant smart quotes without leaving your CRM

  • Built in Power Dialer – With local presence and spam protection, you'll be spending less time waiting, more time closing.

  • One Hub for Agents – Get quotes, scripts, and training in one seamless workflow

Solutions

AI That Thinks Like Your Top Agent

Always on, lightning-fast, and tailored specifically to your agency — your agents’ smartest assistant for quoting, scripting, and closing with confidence.

  • Instant Answers, Anytime. Get real-time support on quotes, carriers, products, and underwriting without breaking your flow.

  • Never Forgets a Thing. Retains key info, scripts, and scenarios so your agents always have the right response at the right time.

  • Tailored for Sales. Built specifically to help agents close more — not just another chatbot, but a true sales assistant.

Unified Ad Management with Built-In AI

Run all your ads — Google, Facebook, Instagram, and more — directly from one streamlined platform. Create high-converting ad creatives with AI, launch campaigns in minutes, and track every result without ever opening another ad manager.

  • AI-Powered Ad Creation – Generate fresh, high-performing creatives in seconds

  • All-in-One Dashboard – Manage and track all ad platforms from a single view

  • No More Tab-Hopping – Eliminate the need to log into multiple ad accounts

Advanced CRM & Pipeline Management, Fully Automated

Our advanced CRM pulls in your leads automatically, tags them accurately, and triggers smart follow-ups via SMS, email, and more — all without lifting a finger. With built-in AI automations and intuitive workflows, your entire book of business is organized, engaged, and easy to manage in one powerful platform.

  • Instant AI Deployment – Save time with pre-configured systems.

  • Seamless Integration – Quickly embed AI features into your workflow.

  • Cost-Efficient Solutions – Reduce time and development costs.

Pricing Plan

Choose a Plan That Suits Your Needs

Starter Plan

$399/month

Per User + One Time Setup Fee

  • Advanced AI Agent

  • Advanced CRM and Pipeline Automation

  • Phone System

  • Agent Resources

  • Buy Verified Leads

  • Community forum support

Professional Plan

$499/month

Per User + One Time Setup Fee

Everything in Starter Plan+

  • Custom AI Agent

  • Power Dialer

  • Ads Manager (Done with You)

  • Agent Resources

  • Buy leads

  • Priority email and chat support

Enterprise Plan

$799/month

Per User + One Time Setup Fee

Everything in Pro Plan+

  • Custom AI integrations

  • Custom CRM and Pipeline Automation

  • Ads Manager (Done For You)

  • Dedicated account manager

Revolutionize Your Agency with AI Precision

Empower your agents with instant access to quotes, sales scripts, carrier insights, underwriting guidance, and more — all in one place. No more guessing. Just smart, confident selling at every step.

Instant, Accurate Quotes

Run real-time quotes from top carriers using just a few health and lifestyle inputs. Whether it’s term, whole, mortgage protection, or IUL — get pricing that reflects real world underwriting guidelines, not guesswork.

Sales Scripts That Actually Close

Access proven, high-converting scripts tailored to every scenario — from new mortgage protection leads to IUL deep-dives. Built to help agents connect emotionally, build trust, and ethically close the sale.

On-Demand Insurance Knowledge

Ask anything about products, carriers, riders, or policy structures — our AI delivers instant answers with expert-level clarity, so you can handle objections and explain complex topics with ease.

TESTIMONIALS

Hear What Our Clients Have to Say

I can't express how much this platform has revolutionized the way I run my business. The AI tools are incredibly intuitive and have saved us countless hours of work. The team’s support is exceptional, and I truly feel like they actually understand what I need as an independent agent.

William G.

As a small agency owner, I was initially hesitant to invest in a new system. But this platform has proven to be a game-changer! From simplifying our operations to delivering insightful analytics, it has exceeded all my expectations.

James C.

Working with Life Pro has been an absolute delight. The features are incredibly versatile, catering perfectly to the needs of my growing team. What sets it apart is the personalized AI tools, saving us countless hours in new agent training and data entry. You guys ROCK!

Emily H.

Frequently Asked Questions

Your Questions, Answered Clearly

How does this platform ensure data privacy and security for its users?

Data security is our top priority. We implement end-to-end encryption, secure data centers, and strict access controls to protect your information. Additionally, we comply with industry standards like GDPR and regularly update our systems to stay ahead of potential threats. Need HIPPA compliance? We can do that! Reach out for a quote.

What kind of customer support can I expect after signing up?

We provide 24/7 customer support through various channels, including live chat, email, and phone. Our dedicated team is always ready to help you resolve any issues or answer your queries promptly.

Can I upgrade or downgrade my plan based on my needs?

Absolutely! Our plans are flexible, allowing you to upgrade or downgrade as your business grows or your needs change. You can easily make adjustments through your account settings without any downtime.

Does this platform integrate with other tools and software I already use?

Yes, our platform is designed for seamless integration with popular tools like CRM systems, project management software, and analytics platforms. This ensures smooth workflows without the need for additional development.

How can this platform help my business grow and save costs?

By automating repetitive tasks, optimizing workflows, and providing data-driven insights leveraging powerful AI tools, our platform helps you increase efficiency and reduce operational costs. This allows you to focus on strategic goals and business expansion.

What kind of training or resources are available for new users?

We provide detailed onboarding sessions, video tutorials, and an extensive knowledge base to help new users get started. Additionally, our team conducts regular webinars to ensure you make the most out of our platform's features.

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