Insurance · Life Insurance

Life insurance CRM and dialer

RevRing is a CRM and dialer for agents who sell life insurance by phone. It includes term life quoting across 10- to 30-year terms, final expense quoting, a Policy Center for written business, and commission tracking by carrier and product.

Who it's for: Life insurance agents and agencies selling term, whole life, IUL, final expense and mortgage protection by phone.

Term life quoting

The term life quoter compares carriers' term rates for 10-, 15-, 20-, 25- and 30-year terms side by side, for ages 18 to 85 and coverage from $10,000 to $10 million, by state, gender and tobacco use. Final expense quoting is built in as well.

How Life Insurance teams use RevRing

  1. Dial and follow up from one record

    Power or predictive dialing, two-way SMS and email follow-up all log to the same contact, so the next agent or manager sees the whole history.

  2. Track every product line

    Policies are recorded by product type — term, whole and universal life, IUL, final expense, mortgage protection, annuities and more — in the Policy Center.

  3. Pay agents correctly

    Commission tracking holds your carriers, products, commission grids and tiers, the agent roster and payouts, and works with upline and downline agency hierarchies.

  4. Automate the pipeline

    Pipelines and deals track each case from lead to issued policy, and automations can send follow-ups, create tasks or move a deal when something happens on a call, a text or an email.

Frequently asked questions

Does RevRing have a term life quoter?

Yes. The term life quoter compares carriers' rates for 10- to 30-year terms side by side, for ages 18 to 85 and coverage from $10,000 to $10 million.

Can RevRing track life insurance commissions?

Yes. Commission tracking, part of the RevRing CRM package, stores carriers, products, commission grids and tiers, the agent roster and payouts, and calculates the commission on each recorded policy.

Is RevRing an agency management system (AMS)?

No. RevRing is a sales CRM and dialer: it covers leads, calls, texts, email, quoting, policies written and commissions. It does not replace a P&C agency management system for servicing, endorsements or carrier downloads.

Run your Life Insurance business on RevRing

RevRing is a CRM and dialer for agents who sell life insurance by phone. It includes term life quoting across 10- to 30-year terms, final expense quoting, a Policy Center for written business, and commission tracking by carrier and product.

Get started with RevRing