Features By Plan

Sell, manage, and forecast more effectively with the leading insurance CRM.

EZLife
Basic
Standard
Professional
Advanced
Automated lead-to-sale conversion campaign follow-ups
Lead Posting via API
Automated lead workflow management
Opportunity tracking
Lead routing & assignment
Variable lead profiles & branding
Automated lead nurture campaign follow-ups
Integrated case status
Detailed case notes
Task & event tracking
Policy management
Custom marketing tag assignment
Document management
One-page app for 30+ carriers
e-Ticket / drop ticket application fulfillment
Electronic application & e-Signature forms
e-Policy delivery
Detailed carrier & vendor requirements
Application workflow & approval automation
Comprehensive policy information
At-a-glance client policy history
SMTP e-mail integration
Integrated calendar
Social media integration
Telephone click-to-call integration
Text messaging / SMS
Website life quoting & lead capture widget [2]
Pre-built e-mail marketing templates
Mass e-mail sending / blast e-mail
Pre-built marketing campaigns
Customizable e-mail marketing templates
Customizable marketing campaign builder
E-mail tracking
Social media content library
Personalized e-marketing website
$100/month
$100/month
$100/month
Pre-built report templates
Customizable reporting
At-a-glance pipeline management
Sales & productivity forecasting
Quoters (life, simplified issue, final expense, no exam, annuities)
Financial calculators
Call scripting
Underwriting guides & suitability worksheets
Integrated health screening & quoting tools
State-specific PDF / carrier-specific PDF application & policy service forms
[1] Our exclusive partnership with Pinney Insurance offers their highly trained staff to handle e-Application, carrier case requirements, and e-Policy delivery process. Their Application & Case Management team will work with your customers as your virtual assistant on every case.

[2] The Consumer Life Quoter is included with every paid subscription level. However, for the FREE EZLife version you must be a Compulife subscriber to use the website quoting widgets. Why? Compulife provides the carrier, product, and rate information displayed by the Website Quoting Widget – without it, your rate and product information will be inaccurate. If you’re not already a Compulife subscriber, you can sign up for Compulife here at a 2/3 discounted rate – only $96 per year.


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