75% off your first month with code FLOW75. Claim it
UplineFlow

The AI-powered CRM built for life insurance agents

The operating system for life insurance agents.

One AI-powered CRM to manage leads, call prospects, automate follow-up and grow your book, without juggling five tools.

Claim 75% off your first monthSee what's inside
  • $74.25 your first month, then $297/month
  • No setup fee
  • No contracts, cancel anytime
  • Flow AI secretary + triple-line dialer included
Linda M.New lead, final expenseFlow
  1. Hi, I filled out a form about burial insurance. Is someone available to talk?
  2. Hi Linda, this is Flow with Jake's office. Happy to help! Would tomorrow at 10 AM or 2 PM work for a quick call?
  3. 2 works
  4. You're set for tomorrow at 2:00 PM. Jake will call you at this number.
  5. Appointment booked Tue 2:00 PM, added to Jake's calendar

Example conversation. Name and details are made up.

1

place for every lead, call, text, appointment and policy.

3

lines at once with the triple-line dialer.

AI

secretary that follows up so you don't have to remember.

$0

setup fee. No contracts. Cancel anytime.

Why UplineFlow

Organization is the key to scale.

Most agents don't lose deals on the call. They lose them in the follow-up. UplineFlow puts everything an agent needs in one place, built for life insurance, not every industry.

Without a system

  • Leads in a spreadsheet, notes on sticky pads
  • A dialer, a texting app and a calendar that don't talk to each other
  • Follow-ups that depend on your memory
  • No idea which policies are still in the chargeback window

With UplineFlow

  • Every lead, call, text, appointment and policy in one place
  • Dialer, texting, email and calendar built in
  • Flow follows up for you, every time
  • Commissions tracked from draft date to earned

Flow AI secretary

Your AI secretary never forgets to follow up.

Flow works your leads while you're on the phone, in an appointment or off the clock.

  • Replies to new leads fast, so they don't go cold
  • Nurtures leads who aren't ready yet
  • Books appointments straight onto your calendar
  • Reminds you who to call and when
  • Helps you run your day: ask it what needs your attention

"Flow, what needs my attention today?"

  • 3 new leads haven't been called yet
  • 2 appointments today: 11:00 AM and 2:00 PM
  • 1 policy is still waiting on a draft date

Illustration. Details are examples.

Calling

Three lines at once.

Spend your time talking to people, not listening to voicemail.

  • Triple-line power dialer that connects you to whoever picks up
  • Contact queues so you always know who's next
  • Click-to-call from any contact
  • Calling-hour rules built in for each state
Triple-line dialerDialing
  • Line 1Margaret T.No answer
  • Line 2Robert K.Voicemail
  • Line 3Linda M.Connected

Illustration. Names are made up.

CRM

Never let another lead slip through the cracks.

A CRM built around how life insurance actually sells.

  • Insurance-specific pipelines, from new lead to issued policy
  • Tasks and appointments with reminders
  • Automated texts and email
  • Full contact history: every call, text and note in one timeline
Final expense pipelineThis week
  • New lead12
  • Contacted7
  • Appointment4
  • App submitted2
  • Issued1

Illustration. Numbers are examples.

Business growth

Grow your book, not your paperwork.

See what you've written, what you've earned and what's still at risk.

  • Policy and commission tracking, from draft date to earned
  • Chargeback-window visibility on every policy
  • KPIs and leaderboards
  • Recruiting and agency oversight for team builders
Linda M., final expense$1,080 annual premium
  1. Draft dateNov 3
  2. IssuedNov 10
  3. EarnedChargeback window open

Illustration. Policy details are made up.

Built for life insurance

Everything an agent needs in one place.

Generic CRMs make you bend your business to fit their software. UplineFlow starts with how agents work: leads, dials, appointments, applications, policies and commissions.

Coming soon

UplineFlow on your phone

Flow, conversations, contacts and calling in a mobile app. Until then, UplineFlow works in your phone's browser.

Getting started

Up and running in four steps.

  1. 01

    Claim your offer

    Create your account. 75% off your first month applies at checkout.

  2. 02

    Set up your number

    Pick a phone number and complete texting registration so your texts get delivered.

  3. 03

    Bring your book

    Import your contacts and past sales so your pipeline and numbers start complete.

  4. 04

    Turn on Flow and dial

    Let Flow handle follow-up while you work the triple-line dialer.

Pricing

One plan. Everything included.

One monthly price for the whole platform. No setup fee, no contract, cancel anytime.

  • Flow, your AI secretary
  • Triple-line power dialer and click-to-call
  • Insurance pipelines, tasks, appointments and automated follow-up
  • Policy and commission tracking with chargeback-window visibility
  • KPIs and leaderboards
Claim 75% off your first month

Calling minutes, text messages, phone numbers and texting registration (A2P 10DLC) are billed separately based on what you use.

75% off first month
Individual agent
$297per month, cancel anytime
Your first month with FLOW75
$74.25then $297/month
Setup fee
$0no contract
Need leads?

We'll run your Meta ads too.

UplineFlow Leads builds and manages your own Facebook and Instagram campaigns. Verified, high-intent life insurance leads land straight in your CRM, ready to call.

Any life product, all 50 states.

See UplineFlow Leads

FAQ

Questions agents ask

What do I pay after the first month?

$297 a month. No setup fee and no contract. Cancel anytime.

What costs extra?

Usage: calling minutes, text messages, phone numbers and texting registration (A2P 10DLC), billed based on what you use.

Who can use the 75% off offer?

New UplineFlow customers on the individual agent plan. Code FLOW75 takes 75% off your first month, so it's $74.25. After that it's $297 a month.

Do I need my own leads?

Bring your own, or have UplineFlow Leads run Meta ads for you. Either way they're worked in the same CRM.

Can I bring my existing clients?

Yes. Import your contacts and your past sales so your pipeline and numbers are complete from day one.

Is there a mobile app?

It's coming soon. Until then, UplineFlow works in your phone's browser.

I run a team. Does it work for agencies?

Yes. Agency accounts add agent oversight, leaderboards and recruiting tools. Book a call to talk about agency pricing.

Everything an agent needs, in one place.

75% off your first month with FLOW75. Need leads? See UplineFlow Leads

Claim 75% off your first month
$74.25 first monthClaim 75% off