Chargebacks happen
when clients forget you exist.
We built a system that makes sure they never do. A branded app on their phone. An AI that never sleeps.
Stopping chargebacks before they happen.
Delivering warm referrals on autopilot.
Catching every rewrite opportunity.
Limited spots · $0 forever
Put a referral button in every client's pocket. AI takes it from there.
One tap from your client. AI texts the referral via iMessage, qualifies them, and books the appointment on your calendar. You just show up and close.
See how it works
Every anniversary is a booked appointment.
When a policy hits its one-year mark, your client hears from you — not the carrier. AI sends a notification, they book on your calendar. The rewrite comes to you.
See how it worksYou move forward, AI's got your back.
When a policy slips, forward the carrier's conservation notice. AI extracts the client info, matches your records, and sends personalized outreach within hours. Then follows up on Day 2, 5, and 7.
See how it works
People don't refer agents, they refer relationships.
7+ personalized touchpoints per year, per client — completely automatic. Holiday cards for 5 major holidays, birthday messages, anniversary alerts, and custom push notifications.
See how it worksTwo Surfaces. One System.
Your dashboard and your client's app are the same system. Every action, every touchpoint, every alert — synced in real time.
127
Clients
12
Referrals
5
Saved
You see everything. Control everything.
Daniel Roberts
Your Agent
Merry Christmas!
Tap to view your card
Your Policies
Refer a Friend
Contact Daniel
Your clients see their branded app.
You upload Sarah's policy
Sarah sees it in her app instantly
AI sends holiday card
Full-screen card on their phone
Referral comes in
AI texts referral via iMessage
Conservation alert fires
Client gets outreach in hours
The uncomfortable truth
Here's what's costing you money right now.
After the close, you become a name they'll never call. Then a lapse notice hits — and a chargeback follows.
You ask clients to refer friends. They say "sure." They never do. The few who try? The lead goes cold.
Every policy anniversary is a lay-down sale. With no system to flag it, the carrier auto-renews and you miss out.
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.
The math is undeniable.
One saved policy. One referral. That's all it takes.
1 Canceled Policy
$1,200
avg annual value lost
Agent for Life
$0
free as Founding Member
Every save and every referral is pure profit.
Up and running in 10 minutes.
No complex setup. No IT department.
Sign Up & Brand
Add your photo, logo, and scheduling link. Instantly branded to you.
Import Your Book
Upload CSV or drop in a PDF — AI extracts clients, policies, and beneficiaries.
Share with Clients
They download your app with a unique code. Personalized welcome notification.
AI Takes Over
Touchpoints, referral follow-ups, conservation alerts — all on autopilot.
Built for trust
Your Data, Your Book
We never contact your clients independently
AES-256 Encryption
At rest and in transit via TLS
Biometric Security
Coming soonSOON
This will cost $49/mo.
But not for you.
150 early spots across 3 tiers, then gone forever.
50 Charter spots
$25
/mo · locked for life
50 Charter spots
50 Inner Circle spots
$35
/mo · locked for life
50 Inner Circle spots
Full Price
$49
/mo
Full Price
No contracts · Lock in your price for life · Cancel anytime
Questions?
A complete client relationship system 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, and anniversary rewrite alerts — normally $49/month, but free for life for founding members.
You can be live in 10 minutes. Import your clients via CSV or upload PDF applications — AI extracts everything. Enable the referral assistant with one toggle and share your app code with clients.
Yes. Your client data is encrypted with AES-256, stored on Google Cloud, and only accessible by you. We never contact your clients independently, and no other agent can see your book of business.
All of them. Agent for Life is carrier-agnostic. Works for independent agents regardless of which carriers you're appointed with.
Free access for life ($49/mo value), your own branded client app, direct line to the founder, your feedback shapes the roadmap, early access to every new feature, and "Founding Member" status. Only 50 spots total — no credit card required.
Stop leaving money on the table
Your competitors aren't reading this. They're losing clients.
Lock in your free lifetime spot. No credit card. No risk. A system that pays for itself from day one.
Lock In My Free Lifetime SpotLimited spots · $0 forever