SalesPulse – CRM tailored for life, final expense, and annuity insurance agents

Summary: SalesPulse is a specialized CRM combining a built-in phone system, AI auto-dialers, and automation designed for insurance professionals. It streamlines lead management, commission tracking, and call handling to reduce manual work and improve agent efficiency.

What it does

SalesPulse offers live inbound call routing, native commission tracking without spreadsheets, exclusive lead generation, insurance-specific workflows, and an AI-powered dialer for outbound calls. It requires about two hours to set up, unlike traditional CRMs that need extensive customization.

Who it's for

It is designed specifically for insurance agents selling life insurance, final expense, and annuities who need a purpose-built CRM instead of general platforms.

Why it matters

It addresses the inefficiencies insurance agents face with generic CRMs, reducing time spent on commission calculations, missed leads, and complex setups.