The #1 All-In-One CRM for Life Insurance Agents
One platform. Every moving part.
Agents, sub-agencies, admins and invites in one table, plus a live org graph of your whole branch.
Track every recruit from course to exam to contracting, and open bookable onboarding-call slots.
Fund once, allocate to agents, and watch spend, cost-per-call and balance move in real time.
Take live calls and buy exclusive leads to close, all inside Flobase. The perfect mix to hit 100k AP in a single month.
Every submitted sale, policy and client record stored, searchable and never lost between tools.
Spend, CPA, AP, close rate and ROI per agent and per campaign, the whole shop on one screen.
Everything you need to close more calls and scale your agency.
The perfect mix.
High-intent clients, calling you
Stop chasing cold leads. Real prospects responding to insurance ads get routed straight to you, exclusive to your line, ready to talk coverage right now.
- 100% consumer-initiated, they called us first
- Exclusive to you for the call, never shared
- Instant routing to the right closer
- Routed to you in under 1 second
Scaling with Flobase
From agency setup to commission paid, every step lives in one platform.
Set up your agency
Invite agents, build your downline, and set permissions in minutes.
- Unlimited seats
- Role-based access
- Referral links
Fund the agency wallet
Allocate balance to agents and control spend from one place.
- Per-agent budgets
- Live spend tracking
- No hidden fees
Start dialing and taking calls
Buy leads, load the dialer, and route live inbound instantly.
- Zero-delay dialer
- Live inbound routing
- Drip SMS
Submit sales and track ROI
Log deals, watch your book, and see profit per campaign.
- Book of business
- CPA and ROI
- Production heatmap