YOUR WORKDAY STARTS HERE
Sign in to your myLeadFlow workspace.
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FOR LIFE INSURANCE AGENTS & AGENCIES
Your leads, calls, follow-ups, appointments, and production—connected in one place. Spend less of your day piecing things together and more of it moving the next conversation forward.
At your desk. On your phone. In your flow.
Keep contact details, interests, lead sources, and activity history together. Personal and shared leads stay within reach.
Work from the CRM dialer, review the conversation history, and stay close to the lead details you need.
Save the outcome and your notes, then plan the next attempt or follow-up. Pick up where you left off.
Schedule appointments and follow-ups with the lead attached. See client time and your time together.
Record policy details, track annual premium, and follow your production and goals from the same workspace.
Share leads, review agent activity and production, and recognize progress with the leaderboard.
BUILT AROUND YOUR WORKDAY
Life insurance takes more than a contact list. Keep the conversation, the follow-through, and the result connected.
Keep the lead’s interests, source, and previous activity close while you work through your calls.
Log what happened, save what matters, and schedule the next conversation while it is still fresh.
Keep policy information with the lead, then follow your annual premium, production, and goals.
THIS IS WHAT ALL-IN-ONE MEANS
From a new lead to a recorded policy, the next step starts with the context you already captured.
Add the contact and their interests, or work a lead shared by your team.
Call from the CRM. Save the result and the details worth remembering.
Plan another attempt, a follow-up, or an appointment tied to that lead.
Record the policy and keep your production and goals in view.
FOR THE AGENT. FOR THE AGENCY.
The tools to stay on top of your own work, with the visibility agency leaders need to support their people.
Keep your personal and shared leads, conversation history, schedule, and production in one workspace.
Bring your agents and agencies together with shared leads, activity tracking, and a clear view of production.
Available tools, calling usage, and team visibility follow your account setup, role, and plan.
GOOD QUESTIONS
A few details about your workspace.
The workflow brings together the work life insurance agents do every day: lead interests and history, calls, follow-ups, appointments, policy details, and annual premium. Agency leaders can also review agent activity and production.
Personal and shared leads, calling, conversation history, notes, appointments, policy records, goals, and team reporting. Calling availability and usage follow your account setup and plan.
Yes. Open myLeadFlow in your phone’s browser to work with your leads, notes, and schedule. You can use the same account on desktop and mobile.
Already have an account? Sign in with your username and password. If you are joining an agency, ask your administrator for an invitation. Your available tools and team visibility depend on your role and plan.
Use the recovery email saved on your account to request a password reset from the sign-in menu.
MYLEADFLOW CRM
One CRM, built for your life insurance workday.