Trusted by IBC & Velocity Banking Agents Nationwide
500+
Active Agents
10,000+
Clients Managed
$50M+
Policies Written
Everything You Need to Scale Your Practice. Built by agents, for agents. We understand your unique workflow.
Client 360 View
Complete client profiles with journey tracking, trust scores, and financial snapshots all in one place.
9-Stage Journey Pipeline
Track clients from First Contact to Brand Champion with our proven client progression system.
Task Management
Never miss a follow-up. Smart task reminders keep you on top of every client interaction.
Activity Timeline
Log calls, meetings, emails, and notes. Keep a complete history of every touchpoint.
Performance Analytics
Track your pipeline, conversion rates, and revenue metrics with beautiful dashboards.
Team Collaboration
Work with your team seamlessly. Share clients, delegate tasks, and grow together.
Why Agents Choose LifeAgencyPro
Loved by IBC Agents
See what other agents are saying about LifeAgencyPro
“LifeAgencyPro transformed how I manage my practice. The client journey tracking alone has helped me close 30% more policies.”
Sarah Mitchell
IBC Specialist, 8 years
“Finally, a CRM that understands the IBC workflow. No more adapting generic tools to fit our unique process.”
Michael Chen
Velocity Banking Agent
“The activity timeline keeps me compliant and organized. My clients love the professional follow-up I can now provide.”
Jessica Torres
Senior Wealth Strategist
Bank-Level Security
256-bit SSL encryption
99.9% Uptime
Always available when you need it
Dedicated Support
Real humans, real help
Start Free14-day free trial, no credit card required.
Simple, Transparent Pricing
Choose the plan that fits your practice. Upgrade or downgrade anytime.
Ready to Transform Your Practice?
Join hundreds of IBC and Velocity Banking agents who are growing their practices with LifeAgencyPro. Start your free trial today.