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.
Get started
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
Smart Agent Workflow
Upload your leads and start dialing in minutes. Lineage routes leads automatically, surfaces key info, and lets agents call, text, and update notes from one screen. No toggling between tabs, no complicated CRM menus, just a clean, focused workflow that gets agents talking to people fast. Designed for producers, not paperwork.
Mobile & Mapping Built In
Lineage comes fully mobile out of the box. Agents can view leads, make calls, and update progress on the go. Built-in mapping lets you find nearby leads and navigate with just a tap. Whether you're in the office or in the field, Lineage moves with you.
Spam Hammer: Included
Don’t let flagged numbers kill your contact rate. Lineage actively scans your outbound numbers across major carriers and takes action when labels show up. Our spam remediation system monitors reputation and clears any issues with the carriers directly, keeping you live and your answer rates high.
Simple Pricing
You only pay for what you need, Minutes and Recordings billed by useage:
$79
/mo
Final Expense and Medicare CRM
VOIP Call from your Browser
10 Phone numbers Included
10 Anti-Spam protected numbers included
Mapping Included
Mobile Included
Track your Policies
Get started