YOUR BRAND, OUR POWER
The CRM Built For
Insurance Professionals
The single, white-labeled platform engineered specifically to manage your IUL, Final Expense, and Mortgage Protection leads. Seamlessly scale your agency under your own brand.
Delivered in 1 business days
PIPELINE SPECIALIZATION
Purpose-Built For Your Products
Stop forcing specialized insurance sales into generic CRM templates. Our platform includes pre-built stages tailored for your specific product lines.
IUL TRACKING
Customized illustration workflows and long-term nurture sequences tailored for high-value IUL prospects.
FINAL EXPENSE
High-velocity pipeline stages and rapid follow-up triggers designed specifically for immediate contact.
MORTGAGE PROTECTION
Automated direct mail integration and specialized CRM data fields for property and loan tracking.
WHITE-LABEL EXCLUSIVITY
Your Brand.
Zero Distractions.
Stop fighting for attention inside generic software. We strip away the unnecessary clutter, delivering a pristine environment completely branded to your agency. Your colors, your domain, and your logo—creating a seamless, high-trust experience that reinforces your professional identity at every touchpoint.
Policy Pipeline
Application Submitted- Custom domains for all funnels and client portals
- Remove generic third-party branding completely
- Fully native mobile app appearance
- Your agency's exact colors and logo
RAPID DEPLOYMENT
Live In 1 Business Days
Your time is better spent closing policies, not configuring software. We handle the complete setup, domain routing, and pipeline customization. Within 24 hours, your bespoke CRM is ready for action.
01
Choose Configuration
Select the pre-built modules tailored to your specific insurance lines, including IUL, Final Expense, and Mortgage Protection pipelines.
02
Custom Branding
Provide your logo and color palette. We apply your brand identity across all dashboards, client portals, and automated communication templates.
03
Go Live & Scale
Receive your admin credentials and instantly access a fully operational system. Start importing leads and assigning agents immediately.
PRICING PLANS
Plans Designed to Grow Your Agency
Basic
Perfect for solo agents getting started
$38.90/mo
1 user
Lead & client CRM
Essential sales tools
Growth
Most popular — built for growing teams
$98.90/mo
Up to 3 users
Everything in Basic
AI Follow-Up Assistant
AI Follow-Up Assistant saves hours per week on outreach and follow-ups.
Agency
Built for high-volume agencies and teams
$297/mo
Unlimited users
Everything in Growth
White-label branding & custom domains
Priority onboarding & support
Team permissions & multi-client management
No free trial — access granted within 1 business days of subscription.
Cancel anytime. No long-term contracts or hidden platform fees.
PROVEN RESULTS
Trusted By Top Agencies
We migrated our entire 50-agent IMO to InsureFlow. The pre-built IUL pipelines saved us hundreds of hours in setup, and our lead conversion is up 34% within the first month.
Finally, a CRM that actually understands final expense. Having my follow-up sequences ready out of the box meant I was closing deals on day three. Incredible platform.
The white-labeling is flawless. Our agents see our brand, but we get enterprise-level power. Managing our mortgage protection leads has never been smoother.
Getting my entire team onboarded in two business days seemed impossible until we used this. The automated task routing is a total game changer for our agency efficiency.
Clear Answers For Agencies
Have more specific integration needs or looking for a custom setup for your IMO? Our dedicated team is ready to help you map out your deployment.
How secure is my agency's client data?
We employ bank-level encryption and strict role-based access controls. Your data remains 100% yours. It is siloed per agency and is never shared, sold, or accessible to anyone outside of your authorized administrative users.
Can I easily import my existing leads and policies?
Yes. We offer seamless CSV imports and direct API integrations with major lead vendors. Your pipelines for IUL, Final Expense, and Mortgage Protection will be mapped and populated instantly without losing historical notes.
Are there any 'Powered By' logos on my CRM?
None. This is a true white-label solution. Your agents, staff, and clients will only see your IMO's logo, colors, and branding across both the desktop platform and client communications.
What is required from me during the onboarding process?
You will receive an email to complete a form for basic info about your agency after the checkout. Our dedicated technical team handles the entire server deployment, SSL provisioning, and domain routing within two business days.
The white-label CRM built exclusively for insurance professionals and IMOs. Powerful tools, zero distractions.