All in one operating system
for life insurance agents
Take control of your business from one connected workspace: call leads, manage clients, track profitability, trainings & automate follow-ups
Dial from the browser
Text and email as yourself
Follow-up on autopilot
Your whole book, one record
Track Profitability
| Name | Phone | State | Status |
|---|---|---|---|
Dana Whitfieldsample-1@example.com | (555) 010-1042 | GA | New lead |
Marcus Halesample-2@example.com | (555) 010-1188 | TN | Contacted |
Rosa Alvarezsample-3@example.com | (555) 010-1274 | FL | Qualified |
Ken Obisample-4@example.com | (555) 010-1319 | TX | Sold |
Close rate
4.7%
Lead spend
$3,180
AP written
$21,380
Return on spend
4.3×
| Source | Spend | Leads | Policies | AP written | Comm % | Close | CPA | Est. profit | Return |
|---|---|---|---|---|---|---|---|---|---|
| Facebook AdsPaid social | $2,400 | 120 | 9 | $8,640 | 80% | 7.5% | $267 | $4,512 | 1.9× |
| ReferralsClient introductions | $0 | 14 | 5 | $5,150 | 80% | 35.7% | $0 | $4,120 | — |
| Aged Leads60–90 day | $600 | 300 | 6 | $4,980 | 75% | 2.0% | $100 | $3,135 | 5.2× |
| WebsiteOrganic form fills | $180 | 22 | 3 | $2,610 | 80% | 13.6% | $60 | $1,908 | 10.6× |
Sample figures. Est. profit is AP written × the commission percent, less spend. It is an estimate: chargebacks, advances and as-earned schedules all affect the real number.
Why it exists
Software written by the people getting paid to dial.
Texts leave from the agent's own number. Email leaves from the agent's own mailbox. Clients hear from the person they already know, not from a platform. That decision came from the floor, not from a roadmap.
Three lines, one agent
- Line 1Connected0:42
- Line 2Ringing—
- Line 3DroppedNo answer
Three lines ring at once. The first pickup wins the agent's attention and the rest drop off quietly.
Questions we actually get
No. The platform runs Spartan Life Solutions' own agents today. Getting in touch is the only thing open, and it goes to a person.