SaaS for insurance producers

Turn IUL interest into booked conversations.

InsuraLift gives life insurance agents and annuity teams a focused system for capturing, qualifying, and following up with the people already looking for guidance.

Designed for IUL and annuity producers who want less lead chaos.

InsuraLift hero

One clear next step

Move every inquiry toward the right conversation.

What to expect

A system with the agent in mind.

Built specifically for IUL and annuity conversations

Clear ownership from first click to booked appointment

Straightforward plans without invented performance claims

The lead journey, lifted

Keep the path from curiosity to consultation in one place.

InsuraLift is built around the moments that matter most: capturing intent, responding while interest is fresh, and learning what moves your pipeline forward.

01 / Capture & route

Give high-intent prospects a confident place to land.

Focused lead pages and intelligent routing help inquiries reach the right producer without spreadsheets, inbox scavenging, or ambiguous handoffs.

1Capture the inquiry2Route the next action

02 / Follow up

Stay present without chasing tabs.

Create repeatable follow-up workflows that keep prospects moving toward a real appointment.

03 / Learn

See what your pipeline is telling you.

Track source, stage, and response activity so your next campaign is guided by the work already happening.

Built for speed to lead

Make it easier to notice, assign, and act on a new inquiry while the moment is still warm.

A clearer operating picture

Shared visibility gives producers and teams a more accountable way to work their opportunities.

Plans that meet your practice

Start with the lead system you need now.

Monthly pricing shown. Move up when your team and workflows demand more support.

Launch

For individual agents building a dependable lead flow.

$149/ month
  • 1 agent seat
  • Lead capture pages
  • Appointment routing
  • Core lead reporting
Start with Launch
Recommended

Growth

For producers ready to work leads with a repeatable system.

$349/ month
  • Up to 5 agent seats
  • Everything in Launch
  • Automated follow-up workflows
  • Campaign and source tracking
  • Priority onboarding
Choose Growth

Team

For agencies that need shared visibility and tailored routing.

Let’s talk
  • Everything in Growth
  • Custom team workflows
  • Advanced permissions
  • Dedicated implementation
Talk to sales

Ready when you are

Put a stronger lead system behind every conversation.

Build a simpler path from IUL and annuity interest to your next meaningful appointment with InsuraLift.

Get started with InsuraLift