LIFEWiZE

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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.

9:41
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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.

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
New3
Contacted2
Closed5
EW

Eleanor Whitman

Term Life · $500K

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.

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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

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