LIFEWiZE is the all-in-one business operating system for life insurance agents and agencies. It combines a CRM, power dialer, verified lead marketplace, funnel builder, marketing automation, training academy, and AI-powered sales-call practice in a single platform — with optional carrier contracting through LIFEWiZE Financial. Pricing starts with a 14-day free trial.
Built for insurance agents. No one else.
Everythingtheynevertaughtyou,allinoneplace.
Leads, training, CRM, and the tools to close — one platform, made for how you actually sell.
Carrier spotlight: locking in guaranteed DB at 55+
Trending with members
New Exclusive Lead
Eleanor Whitman · Tampa, FL
Term Life · $500K
Exclusive LeadsIncluded
30
fresh leads every month
Department of Insurance
Certificate of License
this certifies that
A. New Agent
is duly licensed to transact life insurance
M. Whitfield
Commissioner
Inbox — 1 new
Agency Contracting
Subject: Welcome aboard!
Congrats on passing! Here's your portal login:
portal.youragency.com
user: newagent01 · pass: Welcome123!
Good luck out there! 👍
Leads
0 assigned
Call script
no script found
tracking_final_v7.xlsx
?
You got your license.They gave you a login.
The rest was on you.No leads, no scripts, no place to track any of it.
You figured it out anyway.
And you've been doing it alone.
That part's over.
LIFEWiZE puts the whole job in one place — built for insurance agents, and no one else.
Calls
Search contacts
DW
Dana Whitfield
11:42 AM
MH
Marcus Hale
10:15 AM
RC
Robert Chen
Yesterday
AM
Alicia Moreno
Yesterday
9:41●●●
New Exclusive Lead
Eleanor Whitman · Tampa, FL
Term Life · $500K
Lead Profile
Eleanor Whitman
Exclusive · New
Tampa, FL
(813) 555-0192
Term Life · $500K
30 exclusive leads a month. Included.
You'll always have someone to call.
A new lead is great —
right up until you have to call them and sound like you've done this a thousand times.
Run the call before it's real —
our AI trainer plays the prospect. And when a lead wants a product you don't sell every day, the course is right there.
EW
Eleanor Whitman
Term Life · $500K
Tap to call
AI Call Trainer
Live session
Active
AI Prospect
I'm 54 and looking at term life, but I'm worried about cost...
You
Let's look at a 20-year level term — here's what that looks like at your age.
0:42
Training Library
7+ hours of training
LIFEWiZE Blueprint1h 45m
Term Life Basics52m
IUL Explained1h 10m
GUL for 55+48m
Objection Handling1h 05m
Module 3 · 14:32
IUL Explained — Illustrations that close
64% complete · resumes where you left off
Up next: Module 4 — Premium structures
leads_FINAL_v7 (3).xlsxedited 3 weeks ago
fx=VLOOKUP(#REF!, leads!A:A,
NAME
STATUS
NOTES
1
Eleanor W
called?
left vm x2…
2
Marcus Hale
NO ANSWER
try again??
3
marcus hale
NO ANSWER
DUPLICATE?
4
D. Whitfield
CALLED ✓
5
???
#REF!
6
R. Chen
sold??
$1,2k ??
Sheet1old leadsCopy of Sheet1
New3
Contacted2
Closed5
EW
Eleanor Whitman
Term Life · $500K
Eleanor Whitman
NewContactedClosed
EW
Eleanor Whitman
Closed Won
Phone
(813) 555-0192
Email
eleanor.w@gmail.com
Location
Tampa, FL
Target premium
$52 / mo
ExclusiveTerm Life
Hi Eleanor — great talking today! Sending your quote over now.
Thank you! Looking forward to it.
Your $500K Term Life illustration
Eleanor — attached is the 20-year level term we discussed…
We're in. Let's do it 🎉
Policy issued · moved to Closed
Email Text
Reply to Eleanor…
The spreadsheet got you this far.
It won't get you further.
One pipeline.
Call, text, email — all from the same card. Start to finish.
And when you hit something you've never seen before — someone here has.
MT
Michael T.2h ago
Strategy for 55 and up
For clients 55+ who aren't focused on cash value — what's your most affordable option for a guaranteed death benefit? Overfunding isn't realistic at that age, so I'm trying to keep it simple and cost-effective. Midland dropped GUL (the Protector is still an IUL), National Life doesn't have it, Allianz is IUL only. What carriers or strategies are you using to keep premiums low while still locking in a guaranteed DB?
JR
Jason R.
North American's Custom Guarantee UL has been solid for this. Conservative pricing, true GDB, and you can dial the coverage period to keep premium manageable at 55. Worth running an illustration.
SK
Sandra K.
We've been using Protective Classic Choice UL. Premiums are competitive at that age band and the guarantee holds. Pair it with a health class bump if they qualify and you can really tighten up cost.
Funnel Builder
Community
Appointments
AI Tools
Automations
Webinars
Agency Mgmt
Power Dialer
Calendar
Resources
Social Post
It's all here.
It's all here.
Everything it takes to run your business — leads, training, CRM, the close. One place, built for insurance agents. You're not doing it alone anymore.
“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
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
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.”
