PROUDLY USED BY AGENTS CONTRACTED WITH:
​Contact & Convert More Leads
Confirmed Producer Profile
​The Verified producer profile is designed for agents to display their credentials in a professional manner, build rapport between agent and client, and ultimately help convert virtual appointments into sales.
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Insurance Carrier Sales Links
One-Click access to carrier E-App & Quote Tools including:
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Aetna
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Americo
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American Amicable
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AIG
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John Hancock
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Mutual of Omaha
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Prosperity
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TransAmerica
We used to be all over the place - text automation, CRM, Google Sheets, Dialer, web hosting and funnel products - and they were all different companies & interfaces.. It was hectic - now with everything in one place it allows our team to focus on our leads and closing vs unorganized systems.
Tayla V.
The Fortune Is In The Follow Up
Converse With Lead In One Place
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Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages.
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All-in-1 Conversation Flow.
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Centralized View – Email, Texts, Messenger, Calls.
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1-Click Appointments or Add to Campaigns.
Want To Build A Team?
Agent Recruiting on Auto-Pilot
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Agent Recruitment Lead Funnels
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Funnel #1: Live Preview Here
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Funnel #2: Live Preview Here
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Agent Lead Text & Email Drip Campaigns
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Agent Recruit Pipeline Management
See Why Hundreds of Agents are Using Refuge CRM
…And you’re not alone.
Countless life insurance agents spend way too much time manually exporting, setting up, and managing leads rather than closing a single one.
Every new day means a new spreadsheet to print and stress over, new leads to manually upload, and new leads to organize…
Integrations Built for Life Insurance
We don’t want to change the way you work – we just want to improve your lead conversion. So we’re focused on making it easy to connect all your leads in one simple place for simplistic routing, contacting, and closing.
Get A Grip On Your Business.
Stop Leaving Leads Untouched.
✅24/7 Customer Support ✅No-Risk Guarantee ✅Cancel Anytime
Starter
Start Closing Deals Faster!
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Verified Producer Website
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Text & Email Client Drip Campaigns
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Power Dialer
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Top Virtual Sales Scripts
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Insurance Carrier Sales Links
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Agent Recruitment Funnels
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High Converting Recruitment Drip Campaigns
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SUPPORT: Detailed Knowledge Base & Email
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Pay-Per-Use Pricing
$97
Per User, Per Month
Builders Package
Complete Done-For-You System
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Everything in Starter included +
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Dedicated Rep for Uploading, Tagging & Categorizing Your Leads At Anytime
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Done-For-You Setup & Organization
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Custom Campaign Creation
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Priority Lead Management
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Priority Setup for Integrations: Zapier, CallTools, PhoneBurner, & More!
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SUPPORT: Detailed Knowledge Base, Email, & Zoom
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SUPPORT: Detailed Knowledge Base & Email
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Pay-Per-Use Pricing
$197
Per User, Per Month