Now offering contracting through LIFEWiZE Financial

TheOperatingSystemforEliteLifeAgents

Everything you need to build, run, and scale your insurance business — training, CRM, marketing, AI tools, and contracting — all under one roof.

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Trusted by 0+ agents

$0M+

Premium Written

0%

Satisfaction

Trusted by agents working with top carriers

Allianz
Securian
North American
F&G
Symetra
Lincoln
Nationwide

and many more

Everything You Need

Your All-in-One Agent Toolkit

Stop juggling 10 different tools. LIFEWiZE puts everything under one roof so you can focus on what matters — closing deals and growing your book.

Simple Pricing

One Platform. Three Tiers.

Choose the plan that fits where you are today. Upgrade anytime as you grow.

-16%

Foundations

Everything you need to get started and build momentum.

$208/mo$247-16%

$2,497/yr billed annually

Agent Community
AI Sales Call Trainer
CRM Lite
Scheduler Lite
Calendar Integration
Brand Builder
Cross Post - Social Media Scheduler
Funnel Builder (Demo)
AI Credits (Limited)
Resource Center
Lead Marketplace
Most Popular

Pro

The complete growth engine for serious producers.

$833/mo$997-16%

$9,997/yr billed annually

Over $1,500/mo in value

Everything in Foundations, plus:
Full Training Library ($97/mo value)
Full CRM Suite ($500/mo value)
Agency Management
Communication Suite ($100/mo value)
AI-Powered Email Client ($50/mo value)
Full Funnel Builder ($150/mo value)
Advanced Tools ($99/mo value)
Custom Automations ($100/mo value)
Marketing Campaign Builder ($100/mo value)
Best Value

Pro (Contract)

Elite agents. Full support. Lower cost.

$416/mo$497-16%

$4,997/yr billed annually

Save over $400/mo vs Pro

Everything in Pro, plus:
Qualified Leads Provided
Policy Management
Top Carrier Access
Competitive Commissions
Dedicated Leadership Support

Requires contracting through LIFEWIZE Financial

14-day free trial · Risk-free · Cancel anytime
Exclusive Opportunity

Get Contracted Through LIFEWiZE Financial

We're not just a platform — we're a partner. Get contracted, get supported, and get paid with the tools and team behind you.

Why Contract With Us?

Vetted agents get exclusive access to our full ecosystem at a fraction of the cost.

Top carrier access with competitive commissions
Full platform access at $416/mo (vs $833/mo)
Qualified leads provided to you
Policy management included
Dedicated support from leadership
Training & mentorship from day one
$416/mo$497-16%

Billed annually

Save over $400/mo vs Pro — available to contracted agents only

Who Qualifies?

We vet every agent to ensure quality. Only serious professionals who meet these criteria are eligible.

12+ months in business
$60K+ target premium (last 12 months)
80%+ persistency (90%+ preferred)
Clean background check
Quality review of last 3 policies
Interview with leadership team
Casey, Founder

“We hand-pick every contracted agent. If you qualify, you'll have the full weight of our team behind you.”

— Casey, Founder

Real Results

What Agents Are Saying

LIFEWIZE completely transformed how I run my business. The CRM alone replaced three tools I was paying for separately. My production is up 40% in six months.

Marcus Johnson

Marcus Johnson

Senior Agent · 5 years

Finding LIFEWiZE was a game-changer. The leads, the support, the platform — everything is under one roof. I wish I found this sooner.

David Kim

David Kim

Contracted Agent · 2 years

The AI Sales Trainer helped me nail my objection handling. I went from closing 20% to closing over 35% of my calls. The community is incredibly supportive too.

Marc Blanchette

Marc Blanchette

New Agent · 8 months

FAQ

Frequently Asked Questions

Ready to Scale?

Join 500+ life agents who are building, running, and growing their businesses with LIFEWiZE. Start your free trial today.

Risk free · Cancel anytime