Policy Forge is the all-in-one CRM designed for life insurance and financial services professionals. Track every prospect, send applications, schedule meetings, and close more business — all in one place.
Every feature was designed with the unique needs of life insurance agents and financial services professionals in mind.
Drag-and-drop Kanban board tailored to insurance sales — from New Prospect through Application Sent, Issued | Client, and every follow-up stage.
Send and receive emails directly from each prospect record. Full threads, open tracking, and reply sync — all in one place.
Schedule meetings with prospects and automatically create Google Calendar events with invites — without leaving the CRM.
Set up multi-step email sequences that run automatically so no prospect ever slips through the cracks.
Click-to-call prospects, automatically log calls, and pull recordings and transcripts directly into each profile.
Track which life insurance and financial products each prospect is interested in — Term Life, Whole Life, Annuities, LTC, and more.
Never miss a follow-up. Create tasks with due dates, get reminders, and keep every prospect moving forward.
Share one workspace with your team. Assign prospects, leave notes, and keep everyone aligned on every client.
Policy Forge handles the heavy lifting so you can focus on what matters: building relationships and closing business.
Add prospects from referrals, lead ads, cold calls, and events. Track contact details, products of interest, and lead source — all in one place.
Move prospects through your pipeline — Application Sent, Application Submitted — with email sequences and reminders running on autopilot.
Schedule meetings with Google Calendar integration and call prospects with RingCentral. Every interaction is logged automatically.
Mark prospects as Issued | Client, then keep them in Future Follow Up for cross-sells and renewals. Never lose touch with a client again.
A single, straightforward plan for your whole team — no tiers, no hidden fees, no long-term contracts.
The complete CRM for life insurance & financial services teams.
Coming soon — pricing not yet available
We'll reach out the moment paid subscriptions go live. No commitment.
Have questions or need a custom setup? Contact us.
Join insurance agencies across the country using Policy Forge to track every prospect, close more business, and grow stronger.