The complete CRM built specifically for life and health insurance agents. Track leads, score prospects, automate follow-ups, and never miss another commission.
Sound familiar? You're juggling 50+ leads, forgetting to follow up, and commissions are slipping through the cracks.
Most independent agents struggle with these exact problems...
You add leads to spreadsheets or notes, then forget about them. Hot leads go cold while you're busy with other tasks.
You mean to follow up, but life gets in the way. 3 days later you remember... but the lead has already moved on.
All your leads look the same. You waste time calling cold leads while hot ones are waiting to hear from you.
You forget to track which policies are issued. Commissions sit unpaid because you don't even know you earned them.
Calculating commissions manually. Tracking premium amounts. Spreadsheets everywhere. It's a mess.
You have no idea how many leads are in each stage. Can't predict your month. Always surprised.
Stop juggling spreadsheets, notes, and sticky notes. Get everything in one place.
Our scoring algorithm (0-100) automatically identifies your hottest leads. Know exactly who to call first.
Welcome messages, follow-up reminders, and task creation happen automatically. You just show up and close.
Commissions calculated automatically when policies are issued. Track pending and paid. Never lose money again.
Log every call, email, meeting, and note. Complete history of every interaction. Never forget a conversation.
See exactly where every lead is in your pipeline. Predict your month. Know what to focus on.
Use it from the command line or the web dashboard. Your choice. Same data, same power.
No complicated setup. No credit card. Just results.
It's open source. Run it on your computer. Your data stays yours. Always.
git clone https://github.com/BluShooz/insurance-revenue-engine.git
One command installs everything. Database included. We even give you sample data to play with.
npm install && npm run db:setup
That's it. You're ready. Add your first lead and watch the system score it, track it, and help you close it.
Open DashboardReal feedback from real insurance agents
"I closed 3 more deals last month just because the lead scoring showed me who was actually ready to buy. Game changer."
"Finally, a tool that doesn't cost $200/month. I track everything, I don't miss follow-ups, and I know exactly what I'm earning."
"The automated welcome messages alone saved me 10 hours a week. Now I spend that time closing deals instead."
Free forever. Open source. Your data, your control.
Everything you need. Nothing you don't.
Stop losing leads to the cracks. Start tracking everything. Close more deals. It's free, it's fast, and it works.
Get Started FreeNo credit card required • Setup in 3 minutes • Cancel anytime