Chargebacks happen
when clients forget you exist.
We built a system that makes sure they never do. A branded app on their phone. AFL working in the background, around the clock.
Stopping chargebacks before they happen.
Delivering warm referrals on autopilot.
Catching every rewrite opportunity.
14-day free trial · Cancel anytime
Put a referral button in every client's pocket. AFL takes it from there.
One tap from your client. AFL 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. AFL sends the 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 or cancels, AFL reaches out automatically — and flags the ones that need your personal touch. Saves happen instead of slipping past.
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 worksDo they remember you?
Stop being the agent they forgot.
Half your book can't name you. To them, you're "the Mortgage Protection person from 2022."
AFL puts your branded app on every client's phone.
Your name. Your photo. Your number.
You stop being a stranger and become the agent they remember, refer, and trust.
Most agents have a book of business.
AFL agents have a book that compounds.
Two 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
AFL sends holiday card
Full-screen card on their phone
Referral comes in
AFL texts referral via iMessage
Conservation alert fires
Client gets outreach in hours
Your agent surface
Most dashboards drown you. This one filters for you.
AFL handles every conversation it can. It only puts something in front of you when it actually needs you — a referral that went quiet, a save that needs your personal touch, a rewrite booked. You stop scanning lists. You start closing what matters.
A clean inbox is the rarest thing in insurance.
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 3x rule
Every closed sale should pay three times.
You're getting one. AFL is built to capture all three.
At close
You get thisThe premium you wrote. The commission you already collected.
At the referral
Slipping pastEvery closed client knows 3+ people who need coverage. Each one a warm intro waiting to happen.
At the rewrite
Slipping pastTwelve months later, the policy hits its anniversary. The carrier auto-renews — unless you get there first.
AFL turns sales 2 and 3 from "if you remember" into "automatically." Every closed client becomes a referral out and a rewrite booked.
The math is undeniable.
One saved policy. One referral. That's all it takes.
1 Canceled Policy
$1,200
avg annual value lost
AFL Starter
$348
per year · everything included
One save pays for 3+ years. Every referral and rewrite is profit on top.
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 — AFL extracts clients, policies, and beneficiaries.
Share with Clients
They download your app with a unique code. Personalized welcome notification.
AFL 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
Pricing that fits your book.
Growth at $49/mo. Pro at $99/mo. Agency from $349/mo.
14-day free trial. No contracts. Cancel anytime.
No contracts · 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 where AFL qualifies the lead via iMessage and books the appointment, retention alerts that rescue at-risk policies, and anniversary rewrite alerts.
Every closed sale has three payouts available — the premium you wrote, the referrals that client could send, and the rewrite at the policy's anniversary. Most agents only collect the first. AFL automates the other two: one-tap referral buttons in every client's hand (AFL qualifies and books on your calendar), and anniversary outreach that turns every renewal into a booked review. Your book stops decaying and starts compounding.
You can be live in 10 minutes. Import your clients via CSV or upload PDF applications — AFL extracts everything. Enable the referral assistant with one toggle and your clients get welcomed onto the app one by one.
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.
Growth at $49/mo (75 conversations) runs your post-sale book — retention, anniversaries, referrals, bulk import. Pro at $99/mo (200 conversations) adds the pre-sale tools on top: Leads, Activity, the close-the-sale conveyor, and the Performance page that scores your call transcripts. Agency starts at $349/mo with band pricing for teams. Push notifications, agent-phone one-tap texts, and email are unlimited on every tier; the conversation budget is for the AFL-driven conversation line. 14-day free trial on Growth.
Stop leaving money on the table
Your competitors aren't reading this. They're losing clients.
Start a 14-day free trial. No credit card. The first save you make pays for the year.
See Pricing14-day free trial · Cancel anytime