Purpose-built by life insurance agents, for life insurance agents Grow your team.
Scale your business.
The all-in-one platform built for life insurance agents and agencies — video presentations, a built-in CRM, team training, and AI where it helps. One tool, not a dozen.
7-day free trial. Cancel anytime.
How It Works
From upload to closed policy in four steps
client-presentation.mp4
12:34 · 48 MB
Attach to presentation
liferida.co/v/jm-term-life-2026
Live Engagement
John Davis
2 min ago
Sarah Miller
Just now
Mike Ross
5 min ago
Views This Week
+34%Pipeline
43 open
Maria Chen
Opened today
John Davis
Watched 100%
Lisa Park
Fri, 11 AM
John Davis
Tomorrow, 2 PM
Ray Ortiz
Won
Activity · John Davis
Moved to Meeting Booked
Just nowWatched 100% of Term Life presentation
2 min agoIntake form submitted
4 min agoJohn Davis engaged!
Watched 100% of Term Life presentation
Smart Follow-Up
Follow-up email sent
Personalized with viewing data
Meeting scheduled
Tomorrow at 2:00 PM
Term Life Policy — John Davis
$500K · 20-year term
Features
Everything you need, nothing you don't
Stop paying $200+/month for scattered tools that weren't built for you.
Smart Quote
Smart engine that pulls side-by-side carrier offers and makes smart recommendation based prospect profile, with sourced rationale. The fastest path from prospect profile to product recommendation.
Presentation Hub
Upload videos, attach Q&A docs, and generate trackable links. Know exactly when prospects watch.
CRM & Pipeline
A built-in CRM for every prospect: a drag-and-drop board from Lead to Closed, a live activity timeline, tags, and team assignment.
Engagement Analytics
See who opened, started, and completed your presentations. Follow up at the right moment.
Team Training & Academy
Built-in LMS for agencies to onboard and upskill agents with courses, quizzes, and per-agent completion tracking.
Contact Management
Import prospects from CSV or Excel with column mapping, then keep each profile — goals, coverage, and household details — in one place.
Drip Campaigns
Automated email and SMS sequences triggered by bookings, policy milestones, birthdays, and quiet stretches. Follow up at the right time, every time.
AI Content Studio
Generate scripts, prospect messaging, and knowledge-base content in seconds — drafted by AI, grounded in your own materials.
Branded Web Presence
Marketing pages, digital business cards, and trackable QR codes — all customized to your brand, with every lead landing straight in your CRM.
Built-in CRM
The pipeline you actually check every morning
Every prospect, touchpoint, and stage in one CRM — organized the way life insurance actually works.
Pipeline
43 open opportunities
Joseph Hudson
From your landing pageAmaya Kwan
Imported · 2 days agoPriya Nair
Texted yesterdayDesmond Park
68% watchedMira Reyes
Live nowSaanvi Chen
Tomorrow, 2:00 PMTomas Oduya
Thu, 10:30 AMRafa Morales
WonPricing
Plans for solo agents and agencies
Every plan includes a 7-day free trial. Cancel anytime.
Individual Plans
Individual Basic
Everything a solo agent needs to start sending tracked presentations.
Save 10% with yearly billing
5 GB storage
- Core CRM & prospect pipeline
- Presentation Hub
- Video engagement tracking
- Static QR codes
- Calendar & meeting booking
- Basic portfolio management
- Contact import & export
- 3 active drip campaigns
Individual Pro
AI-powered tools and automation for the agent who's scaling.
Save 10% with yearly billing
20 GB storage
- Everything in Basic
- Advanced portfolio management
- AI assistant & content generator
- Unlimited drip campaigns
- Premium campaign templates
- Advanced analytics & reports
- Free marketing page
- Dynamic QR codes
- Digital business cards
- Prospect personas (AI)
- Email support
Team Plans
Team Basic
Bring an agency team into one shared workspace.
Save 10% with yearly billing
50 GB shared storage
- Shared CRM & pipeline visibility
- Basic portfolio management
- Calendar & meeting booking
- Static QR codes
- Course & quiz builder (Academy)
- Contact import & export
- 3 active drip campaigns
- Free business marketing page
Team Pro
AI prospect scoring, unlimited campaigns, and advanced reporting for agencies.
Save 10% with yearly billing
100 GB shared storage
- Everything in Team Basic
- Advanced portfolio management
- AI assistant & content generator
- Unlimited drip campaigns & analytics
- Premium campaign templates
- Advanced analytics & custom reports
- Free business marketing pages (for claimed seats)
- Dynamic QR codes
- Digital business cards
- Prospect personas (AI)
- Email support
Team Premium
Full platform access and concierge support for enterprise agencies.
Save 10% with yearly billing
500 GB shared storage
- Everything in Team Pro
- Unlimited marketing pages
- 10x AI usage limits
- Priority support
Ready to close more policies?
Join agencies and agents who've simplified their workflow with LifeRida. 7-day free trial, cancel anytime.