LineageCRM Landing

Success Tools For Senior Market Insurance Agents

Capture, track, and analyze lead data in one integrated platform, ensuring that every customer interaction is meaningful and productive.

Benefits

Enhanced Productivity

Streamline your sales process with automated lead management.

Sales Optimizations

Leverage detailed analytics to optimize your sales strategies.

Dialing and Mapping

Utilize integrated Twilio calling for direct and efficient client interactions.

Our Features

NEW! Anti Spam Measures

Manage your calling reputation and maintain trusted numbers so you can protect your communication channels with robust anti-spam features.

Bulk Lead Import

Migrate from excel or another CRM for the most optimized for end of life insurance. Easily import large volumes of leads to keep your pipeline full.

Caller and Team Access

Manage and track all your calls directly within the CRM. Delegate access to your events, leads, calling, and tools so you can scale your impact.

Our Pricing

Our pricing is feature-based, ensuring you only pay for what you need:

Starter

CRM + Lead Daa

$39

/mo

Bulk Lead Import

1 Phone number

Twilio In-App Dialing

Anti-Spam Protection
*per number

Essentials

CRM + Limited* VOIP

$79

/mo

2 Days (16 Hours) of Calling

5 Phone numbers

Anti-Spam protection *per number

Team Login

Navigator

CRM + Unlimited* VOIP

$139

/mo

Weekly unlimited calls (up to 40 Hours)

10 Phone numbers

Anti-Spam protection *per number

Team Login (Upline/Downline)