Try it free on your real book, no card: seven days for agents, fourteen for agencies. Agents get the full CRM, pages and commission tools; agencies add the downline tools.
| Agent | Agency | |
|---|---|---|
| CRM | ||
| Leads, enrollments and follow-ups | ||
| Campaigns with audiences and outreach runs | ||
| Bulk email from your own verified domain | ||
| Analytics by campaign, page, audience and run | ||
| Pages | ||
| Campaign, event, agent and newsletter pages | ||
| Agency look locked across producers’ pages | ||
| Money and data | ||
| Commission statements and carrier book check | ||
| Upload history with 24-hour undo | ||
| Agency | ||
| Downline reporting and lead routing | ||
| Roster import with undo | ||
| Partner portal for medical groups and community partners | ||
| Onboarding for your producers | ||
You choose a plan or your account pauses. Nothing you imported is deleted.
Yes. Upload the export as a spreadsheet. Duplicates match clients you already have, failed rows wait for you with the reason, and the whole import can be undone for 24 hours.
If your agency is on LeanBrokers, your seat is on their plan: the agency’s $99 includes one agent seat, and each additional agent is $15 a month. You keep your own book either way.
Yes. Use one email for both and switch between them without signing in again.