Kill Chargebacks.
Explode Your Referrals.
Triple Your Income from the Leads You Already Won.
Stop the "one-and-done" cycle. Agent For Life fortifies your client relationships with automated touchpoints, one-tap referrals, and an AI assistant that qualifies leads via iMessage. It will cost $49/month — but the first 50 agents get it free. For life.
Lock In My Free Lifetime SpotLimited spots • $0 forever • No credit card required
You're Losing Money in Three Places.
Nobody's built anything to fix it — until now.
Retention Is a Leaky Bucket
Your clients forget about you within weeks. When doubts come, they call the carrier's 800 number — not you. And when a policy lapses, the conservation notice sits in your inbox until it's too late. You eat the chargeback.
Referrals Are Stuck in the 1990s
You still ask clients to "call your friend and let them know I'll be reaching out." By the time you call, it's a semi-warm lead at best. Most agents get a 5% referral rate when 25% is possible.
Rewrites Are Sitting on the Table
Every policy anniversary is a lay-down sale, but there's zero systems to flag it, get the client interested, and get them on your calendar. That's revenue you've already earned the right to.
Your Branded App. Your AI. Their Phone.
AgentForLife puts YOUR branded app on every client's phone — with your photo, your contact info, and their policies at their fingertips. Behind it, AI and automation do the heavy lifting across three revenue streams.
What your clients see
Retention — Keep Every Client
7+ automated touchpoints per year keep you top-of-mind. When a policy does lapse, AI reads the carrier notice, matches it to your client, and sends personalized outreach within hours — before the chargeback hits.
Referrals — One Tap to Booked Appointment
Your client picks a contact and sends a personal text with your business card. Then your AI follows up via iMessage — qualifying, gathering info, and booking on your calendar. You just show up.
Rewrites — Turn Anniversaries into Revenue
30 days before every policy anniversary, your client gets a notification that you may have found them a better deal — with a link to book on your calendar. The rewrite comes to you.
Sign Up & Brand
Add your photo, logo, and contact info. 5 minutes.
Import Your Book
CSV upload or paste a PDF — AI extracts everything.
Share with Clients
They download YOUR app with a unique code.
AI Takes Over
Touchpoints, referrals, and conservation run on autopilot.
Your Command Center. One Screen.
Manage clients, track policies, monitor conservation alerts, and run your referral pipeline — all from one clean dashboard.
Clients
47 clients · 63 active policies
How Much Are You Bleeding Every Year?
Plug in your numbers. See what's slipping through the cracks.
You're leaving on the table
$187,800
/year in missed opportunity
Agent For Life helps you capture this revenue with automated retention, one-tap referrals, and anniversary rewrites.
Two Layers of Protection. Zero Effort.
First, automated touchpoints prevent churn before it starts. Then, if a policy still slips — AI catches it and fights to save it.
7+ personalized touchpoints per year, per client — completely automatic.
What your clients receive
Daniel Roberts
Roberts Insurance Agency
Merry Christmas, Sarah!
Wishing you and your family a season full of warmth, joy, and time together. It’s a privilege to be your agent — I hope this holiday brings you everything you deserve.
Holiday Cards
Beautiful full-screen cards for 5 major holidays — with your photo, your agency, and a booking link. Sent automatically.
Birthday Messages
Personalized birthday greetings with balloon animations, sent automatically to every client. Never forget again.
Anniversary Alerts
Get alerted 30 days before every policy anniversary — the perfect time to review and offer a rewrite.
Push Notifications
Send messages directly to your clients' phones. Custom notifications, reminders, and announcements — anytime.
When a policy does lapse — forward the carrier email. AI handles the rest.
Forward the Alert
Forward the carrier's conservation notice to ai@savepolicy.agentforlife.app or paste it in your dashboard.
AI Extracts & Matches
AI pulls client name, policy number, carrier, and reason — auto-matches to your records and flags chargeback risks.
Client Gets Reached
Personalized push + text within 2 hours. AI follows up on Day 2, 5, and 7 with different angles.
Other agents lose clients they never knew were leaving. You'll know within hours.
From One Tap to Booked Appointment
Your clients already trust you. Now they can share that trust — and your AI handles the rest. Hot lead, zero phone tag.
One Tap, One Contact
Your client taps the referral button in their app and picks a friend or family member from their contacts. That's all they do.
Warm Intro + Your Card
A personal text goes out from your client — a warm introduction about you, with your business card attached. Not a cold link. A trusted recommendation.
AI Books the Appointment
Your AI assistant reaches out via iMessage — texting as you. It builds trust through conversation, gathers their info, and books them on your calendar. You just show up and close.
What the referral sees
Sarah, Daniel, Mike
Group Message
Sarah
Hey Mike, I wanted to connect you with my insurance agent Daniel. He helped me get my family's finances protected and I thought he might be able to help you too. He'll probably reach out!
Personal text — warm intro from your client
Daniel
AI Referral Assistant
Hey Mike, this is Daniel. Sarah mentioned she connected us — I helped her family get some protection in place and she thought I might be able to help you too. Would you be open to a couple quick questions to see if it makes sense for us to chat?
yeah sure
Appreciate that. What would be most important to you when it comes to protecting your family financially?
mostly making sure my wife and kids are taken care of if something happens to me
Do you have any coverage in place right now?
just what I get through work
Got it. Do you own or rent your home?
own — mortgage is around $280k
How old are your kids?
4 and 7
And would you say you're in pretty good health overall?
yeah no major issues
Really appreciate you sharing all that, Mike. Based on what you've told me, I think a quick 15-min call would be worth it so I can show you a couple options. Here's my calendar — pick whatever time works best:
calendly.com/daniel
1-on-1 — AI qualifies & books the appointment
The referral thinks they're texting you
Your AI assistant reaches out via iMessage — warm, personal, and natural. It qualifies the lead through conversation, gathers their info, and books the appointment on your calendar. You just show up and close.
And if they don't reply?
Your AI doesn't give up.
If the referral goes quiet, your AI automatically follows up — each message more direct than the last. You don't lift a finger.
Every Anniversary Is a Booked Appointment.
30 days before the one-year mark, your client hears from you — not the carrier. The rewrite comes to you, not the other way around.
You Get the Heads-Up
30 days before a policy anniversary, you get an email digest with every upcoming renewal. No spreadsheets. No manual tracking.
Your Client Gets a Notification
A personalized push notification goes to their phone — letting them know you may have found a lower price for the same coverage, with a link to book on your calendar.
They Book Themselves
The client taps through to your scheduling link and picks a time. The rewrite conversation starts with them reaching out to you.
You choose the tone
Daniel Roberts
Your Agent
"Hey Sarah! Your policy anniversary is coming up and I've been seeing some lower rates for the same coverage. Want me to run the numbers? It'll take 10 minutes — tap below to grab a time on my calendar."
Already Have Clients?
Import in Minutes.
Don't worry about entering 200 clients one by one. We've got you.
CSV Import
Upload a spreadsheet, preview the data, click import. Your entire book is loaded in minutes.
AI Application Parsing
Upload an insurance application PDF and AI extracts the client info, policy details, and beneficiaries automatically.
The Math is Undeniable
One saved policy. One referral. That's all it takes.
1 Canceled Policy
$1,200
Average annual policy value lost
Agent For Life
$588 $0
$49/mo standard — free as a Founding Member
As a Founding Member, Every Dollar is Pure Profit
At $49/mo, one saved client or one referral already pays for an entire year. At $0/mo? It's all upside — forever.
This Will Cost $49/mo.
But Not for You.
Standard price is $49/mo (or $490/yr). We're launching in tiers — 150 early spots, then they're gone forever. The earlier you join, the less you'll ever pay.
Charter Members
Locked in for life
$49/mo
50 spots • or $250/yr — then gone forever
Inner Circle
Locked in for life
$49/mo
50 spots • or $350/yr — then gone forever
Standard Price
Regular pricing
Unlimited seats • or $490/yr
Right now: We're filling the first 50 Founding Member spots — free for life. Once they're gone, the price goes to $25, then $35, then $49. Your tier is locked in forever.
Apply for Founding MemberNo contracts • Lock in your price for life • Cancel anytime
Frequently Asked Questions
Agent For Life sends 7+ automated touchpoints per year per client — holiday cards for 5 major holidays, personalized birthday messages, and policy anniversary alerts — all as push notifications directly to their phone. When a policy does lapse or get canceled, Conservation Alerts kick in: forward the carrier notice and AI reaches out to your client within hours. Combine that with a branded app where they can view policies and contact you instantly, and you become irreplaceable instead of forgettable.
Make it effortless. Your clients tap one button, pick a contact, and send a warm personal text — with your business card attached. Then your AI reaches out separately via iMessage, has a qualifying conversation, gathers their info, and books an appointment on your calendar. If the referral doesn't reply, AI automatically follows up on Day 2, 5, and 8. You just show up and close.
When your client refers someone, the AI reaches out via iMessage (blue bubbles, ~99% read rate) in a separate 1-on-1 thread — responding as you, warm and conversational. It builds trust through a qualifying conversation, learns what coverage they need, and shares your scheduling link to book a call. The referral thinks they're texting you directly.
Agent For Life alerts you 30 days before every policy anniversary — the perfect time to review coverage and offer a rewrite. Your client gets a push notification that you may have found them a lower price for the same coverage, with a link to book on your calendar. The rewrite conversation starts with them reaching out to you.
Chargebacks happen when relationships go cold. Agent For Life attacks this on two fronts: 7+ automated touchpoints per year keep you top-of-mind so clients never feel forgotten. And when a policy does lapse, Conservation Alerts catch it — forward the carrier notice and AI sends personalized outreach within hours to save the policy before a chargeback hits.
You can be up and running in 10 minutes. Import your existing clients via CSV spreadsheet or upload PDF insurance applications — our AI extracts client info, policy details, and beneficiaries automatically. Enable the AI referral assistant with one toggle and share your branded app code with clients — you're live.
It's a complete client relationship system built for insurance agents. You get: a branded mobile app for your clients, automated touchpoints (holidays, birthdays, anniversaries), one-tap referrals with an AI assistant that qualifies leads via iMessage and books appointments, conservation alerts that rescue at-risk policies, anniversary rewrite alerts that turn renewals into booked appointments, CSV import, PDF parsing, push notifications, and a web dashboard to manage it all — normally $49/month, but free for life for our first 50 founding members.
All of them. Agent For Life is carrier-agnostic. You add policy details in the dashboard (or upload a PDF and AI does it). This works for independent agents regardless of which carriers you're appointed with.