Free
$0/mo
No payment required
Store 10 lead records · pipeline & renewals
Revenue operating system for Life agencies
The revenue operating system for Life agencies
Connect prospect follow-up, application progress, policy relationships, and commission visibility in one revenue workflow alongside your AMS, built around how independent Life agencies work.
01
Why Life agencies need a connected revenue workflow
Most life insurance agents manage prospects through a mix of phone calls, texts, and memory. A lead asks for a quote, you mean to follow up, and three days later they have bound coverage with another agent. A CRM pipeline gives every prospect a clear place and next step — from first inquiry to bound policy — so no one is forgotten and every follow-up happens on time.
02
What a Life revenue operating system should connect
A revenue operating system for Life agencies captures inquiries from your website or referral network, drops them into a visual pipeline (New Lead, Quote, Application, Underwriting, Policy Bound, Active Client), and automates the follow-up sequence so a welcome email and a quote follow-up go out without you lifting a finger. It should also handle quotes and coverage proposals, and work from your phone between appointments.
03
How AscendHub fits a life agent's workflow
AscendHub comes with a pre-built life insurance pipeline template, email templates written for every stage of the policy journey, and multi-step workflows that fire automatically when a lead enters a stage. A new lead triggers a welcome email, creates a call task for the next day, and sends a quote follow-up three days later — all on autopilot. You can also share a public intake link from your bio or website to capture leads directly into your pipeline.
04
From free to full pipeline in minutes
You can start on the free plan with storage for up to 10 lead records you add or import, no credit card required. Standard supports up to 500 lead records; Pro supports up to 5,000 and adds team features. AscendHub provides revenue workflow software, not leads or prospect lists. For many life agents, one bound policy can cover the monthly investment.
What life insurance agents get with AscendHub
A visual pipeline built for your workflow
Automated follow-up sequences on every new lead
Email templates pre-written for your vertical
Public lead intake forms for your bio or website
Quotes and invoices without leaving the app
Policy and renewal tracking with dated reminders
Quoting, e-signature, commissions, calling and automations start on paid plans — see the full plan breakdown.
Frequently asked questions
Is AscendHub built specifically for life insurance agents?
Yes — it ships with a life insurance pipeline (New Lead, Quote, Application, Underwriting, Policy Bound, Active Client) and email templates written for the policy journey. You can also customize every stage.
Can I capture leads from my website or referral network?
Yes. Every account gets a public lead intake form you can link from your bio or website. Submissions land directly in your pipeline as new leads.
Do I need a credit card to start?
No. The free plan lets you store up to 10 lead records that you add or import, plus a dashboard and activity logging. AscendHub does not provide leads. Upgrade only when you are ready.
Does it work on my phone between appointments?
Yes. AscendHub is fully mobile-responsive — log calls between appointments, move a lead between stages, and send templates from your phone.
Ready to stop losing leads?
Start free in two minutes with a pipeline built for life insurance agents. No credit card.
Start free — no card neededYour investment
Start with the workflow.
Scale when the agency is ready.
Start free, bring your own book, and move to a paid plan when the operating value is clear.
MonthlyAnnualSave 20%
Standard
$29/mo
Billed monthly
1 user · quoting, commissions, dialer
Pro
Growing teams$79/seat/mo
Billed monthly
Per seat · teams up to 10
Enterprise
$89/seat/mo
Billed monthly
Per seat · overrides & downline
Compare plan details
Revenue software, not a lead provider. Bring your own leads and agency data. Plan limits describe database capacity, not leads supplied by AscendHub.
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