AgentIQ — Life Insurance CRM

AGENTIQ

Life Insurance Management

Welcome to AgentIQ

Let's set up your agent profile

Full Name *

Phone *

NPN Number *

About Me

State Licenses

AGENTIQ

Life Insurance Business Management

Platform Overview

Everything you need to run your life insurance business — in one place.

AgentIQ is built exclusively for independent life insurance agents who want a clean, professional way to manage clients, track commissions, log daily activity, and stay organized.

What's Included

Book of Business Manager

Track every client and policy. Monitor statuses from Pending Issue to Active, Lapse Pending, and Lapsed.

Lead Management

Organize inbound and outbound leads with full profiles, follow-up tracking, and automatic BOB conversion.

Commission Tracking

Log commissions by carrier, track chargebacks, and get a clear view of monthly earnings and at-risk income.

Appointment Manager

Schedule and manage client appointments. View upcoming, today's, and past appointments at a glance.

KPI Dashboard

Log daily calls, presentations, and sales. Track performance and productivity, and hit your goals.

Client Portal Links

Generate shareable policy summary pages for each client — branded with your contact info and carrier details.

Agent Card Generator

Build a professional digital agent card with your photo, NPN, licenses, and carrier grid — ready to share.

Subscription

AgentIQ Monthly

Full access to all features. Cancel anytime.

$50

/month

By subscribing you agree to AgentIQ's terms of service. Billed monthly. Cancel anytime.

AGENTIQ

Life Insurance Business Management

Welcome

You've been given free access to AgentIQ.

Everything you need to manage your life insurance business — clients, leads, commissions, KPIs, and more — all in one place.

What's Included

Book of Business Manager

Track every client and policy. Monitor statuses from Pending Issue to Active, Lapse Pending, and Lapsed.

Lead Management

Organize inbound and outbound leads with full profiles, follow-up tracking, and automatic BOB conversion.

Commission Tracking

Log commissions by carrier, track chargebacks, and get a clear view of monthly earnings and at-risk income.

KPI Dashboard

Log daily calls, presentations, and sales. Track your performance and hit your goals.

Clarity AI Assistant

Built-in AI assistant to help you navigate AgentIQ and answer questions instantly.

AGENTIQ

Life Insurance Management

Subscription Required

Subscribe to access AgentIQ

$50

per month — cancel anytime

✓ Book Of Business Manager
✓ Lead Management
✓ Commission Tracking
✓ KPI Dashboard
✓ Client Portal Links
✓ Agent Card Generator
✓ Appointment Manager

AGENTIQ

Life Insurance Management

Lapse Pending

Upcoming Appointments

This Month's KPIs

Commission Summary

	Client	Carrier	Product	Coverage	Monthly Premium	Status	Date Sold

Goal Tracker

Track your progress toward your targets

Carrier Performance

Carrier Breakdown

Sorted by total premium

Carrier	Policies Sold	Issued	Issue Rate	Persistency	Total Premium	Avg Premium	Total Coverage	Mix %

Top Products

Generate client link

Daily history

Date	Hrs	Out Calls	Answers	In Calls	In Billable	Apts	Pres	Sales	Ann. Premium

Date	Client	Commission	Status

Set a reminder date to follow up again

How did this lead come in?

Inbound

Lead came to you

Outbound

You reached out

Personal Information

Income Sources

Social Security Pension Disability VA Benefits Working

Organ History

Heart

Lungs

Liver

Kidney

Coverage Amount ($)

Monthly Premium ($)

Carrier

Application Info

▼

Address

Street Address

Address Line 2

City

State

ZIP Code

Born In (City/State)

Banking Information & Social

Bank name

Account type

Routing number

Account number

SSN

Beneficiary

Beneficiary name

Relationship

Beneficiary DOB

Percentage

Policy & Status

Carrier

Product

Policy Number

Monthly Premium ($)

Annual Premium ($)

Premium Draft Day

Coverage ($)

Accidental Death Benefit?

Yes No

Status

Date Sold

Personal Information

AgentIQ Number (assigned by manager — used for texting clients)

State Licenses (upload images or PDFs)

Goal Name

Period

Target

Clarity

Your AgentIQ assistant

Hey! I'm Clarity, your AgentIQ assistant. Ask me anything about how to use the platform — leads, follow-ups, BOB, commissions, KPIs, anything!

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Command Center

AgentIQ Team Management

Invite New Agent

Email Address

Access Level

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Client Messages

Your conversation history

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Text a client from their profile
or lead detail to get started.