Save consent proof per lead
Shows where every number came from
CRM for insurance agents
CRM for insurance agents: keep yours, or get one built in.
Insured OS isn't a CRM. It works with yours and keeps it current, or builds you a simple one.
Your client dashboardSample
Every next step, in sight.
06Calls today
02Meetings
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
In short
A little context
A CRM for insurance agents is where your leads, clients, appointments and policies live. Insured OS works with the CRM you already use, such as GoHighLevel or HubSpot, and keeps it updated from your voice notes, messages and meetings. If you don't have a CRM, it gives you a simple one in Claude Sheets.
01The details
What should a life insurance CRM do?
An insurance CRM keeps every lead, household, policy and conversation in one place, with reminders for what happens next. For life insurance it should also track consent, pending applications and review dates, because the sale runs through underwriting and the relationship runs for years.
Track the whole household
Spouse, kids, beneficiaries
Hold policy details
Carrier, face amount, draft date, conversion deadline
Follow pending cases
Exams, phone interviews and doctor's records
Remind you of reviews
Clients hear from you for years
Show cost per sale by source
Know which leads are worth buying
Most CRMs can do this. The hard part is keeping them filled in. That's what Insured OS does.
02Made for your day
Do you have to switch CRMs?
No. Insured OS works with the insurance agent CRM you already use. It reads your contacts and pipeline, logs each touch, moves stages and adds tasks, so your CRM stays current without you typing into it after every call. Your records stay where they are.
Works with GoHighLevel, HubSpot and the built-in Claude Sheets CRM. Other CRMs, including AgencyBloc, Ringy and Radiusbob, connect through Zapier or through the browser with you watching.
Your client dashboardSample
Every next step, in sight.
06Calls today
02Meetings
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
03A closer look
No CRM yet?
You don't need to buy one first. During the setup interview, Insured OS builds a simple CRM for life insurance agents in Claude Sheets, with a dashboard that shows who to call, pending cases, reviews due and lapse alerts. Google Sheets works too. It's included with Core.
Leads
Households
Policies
Pending cases
Touches
Recruits
Dashboard
04A closer look
What a CRM alone doesn't do
Insurance CRM software stores records. Insured OS does the work around them.
Updates from a voice note.
Talk for 60 seconds. Notes, tasks and stage, done.
Drafts the next message.
In your voice, waiting for your OK.
Cleans up lead files.
Duplicates removed, missing consent flagged.
Spots what went quiet.
Leads and cases that need a nudge.
Plans your morning.
Calls, appointments and cases in one brief.
Checks before it sends.
Consent, opt-outs, Do Not Call flags, calling hours.
05How it works
How do you choose the best CRM for life insurance agents?
The best CRM for a life insurance agent is the one you'll actually keep updated, that handles texting and consent properly, and that fits how you sell, from final expense to annuities. Ask any vendor these six questions before you buy.
Does it save consent proof with each lead?
Does one opt-out stop messages on every channel?
Can it hold households and beneficiaries?
Can it track pending applications?
Does it help with texting registration?
Can you export all your data if you leave?
Whichever you choose, Insured OS works with it. Want an insurance agency CRM view of your team? See Insured HQ.
06A closer look
Consent and client data, handled with care
Consent saved.
Source, date and wording, kept with each lead.
Opt-outs respected.
A stop on one channel stops marketing on all of them.
Private stays private.
Health details, policy numbers and Social Security numbers never go into messages.
General information, not legal advice. See the FCC's telemarketing and robocall rules.
Read how we handle consent and data.
07A closer look
Questions about CRMs and Insured OS
What is the best CRM for insurance agents?
There isn't one best CRM for every agent. A final expense phone agent needs fast texting and consent records; an annuity advisor needs long pipelines and case notes. Pick one that saves consent, tracks households and pending cases, and that you'll keep updated. Insured OS works with your choice.
Is there a free CRM for insurance agents?
Some CRMs have free starter plans, usually with limits on texting, users or automation. Insured OS builds you a CRM in Claude Sheets with a dashboard, so you can start without buying one. It's included with Core, and you can move your records to a full CRM later.
Does it work as a final expense CRM?
Yes. Import your lead vendor files and Insured OS saves the source, cost and consent proof with each lead, removes duplicates and flags missing consent. New leads get a fast first-touch draft and a follow-up sequence you can edit. Missed-payment notices get flagged the day they arrive.
Can I import my leads and clients from a spreadsheet?
Yes. During setup, import a spreadsheet or CSV. Insured OS maps the columns, groups people into households, removes duplicates and flags records missing consent or policy details, so you know what to fix first. Records go into your CRM or the built-in one.
Your next step
See it with your own CRM.
Bring your questions. We'll show you how it would work with your tools.