About LIFEWiZE
The whole job, in one place.
LIFEWiZE is one platform for independent life insurance agents: leads, training, CRM, automation, and community, finally under one roof.
Why we built it
Most agents get a license and a login — then they're on their own. No leads, no scripts, no place to track the work. The tools that exist were built for everyone except the person actually making the calls.
We built LIFEWiZE to change that. One platform that handles the entire job: finding the lead, making the call, closing the policy, and growing the book — designed for life insurance agents, and no one else.
Agents first
Every feature starts with the person on the phone. If it doesn't help you write more business, it doesn't ship.
All in one
Stop duct-taping six tools together. Leads, calls, training, pipeline, and follow-up live under one roof.
Built to scale
From your first policy to running your own agency — the platform grows with you, not against you.
The founders
Ryan Stockbridge
Co-founder, LIFEWiZE
Tech-focused life agent with 5 years of experience in the industry. Building tools that make building your busness easier.
LinkedIn
Casey Dahl
Co-founder, LIFEWiZE
7-figure agency owner with over 1000 clients and 97% persistence rate. Focused on property policy design and education.
LinkedIn
Jon Walls
Co-founder, LIFEWiZE
10+ years in insurance, with a background in financial advisory.
LinkedIn“I spent years watching good agents lose deals to bad tools. LIFEWiZE is the platform I wished I'd had on day one: the whole business, working together, so you can spend your time with clients instead of fighting your software.”
Ryan Stockbridge
Co-founder, LIFEWiZE