Triple-line dialer, real-time AI call coaching, and a 24/7 AI secretary — built exclusively for life insurance.
Ask an AI how UplineFlow can help your business
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One platform. One login.
Track every draft date. See which commissions are still inside the chargeback window.
Track every policy's draft date so you know exactly when payments hit, and see which commissions are still inside the chargeback window.
See everything. Miss nothing.
A real-time view of every agent's production, pipeline health, and activity across your entire organization.
Know exactly who is performing and who needs help.
KPI views across daily, weekly, monthly, and annual timeframes, with goal setting per metric and color-coded progress bars.
A 24/7 AI that follows up so you do not have to.
Your AI secretary works every hour you are not — nurturing leads, booking appointments, and escalating hot prospects directly to your phone.
From the first quote to the policy on the books.
Run the numbers live on the call with built-in calculators, so you close while the prospect is hot instead of calling them back.
Four product pipelines — Final Expense, Term Life, IUL/Whole Life, and Mortgage Protection — with 11 stages from New Lead to Sold that update from your call dispositions.
Every sold policy tracked with its draft date and your commission, so you know when payments hit.
Dial three contacts at once. The moment one answers you are connected, and the others get your voicemail drop.
A live transcript, your exact rebuttal the moment a prospect says a trigger phrase, and a score out of 100 after every call.
Every contact scored 0–100 automatically, with smart lists you can dial from in one click.
A 10-stage recruiting pipeline, one-click agent activation, and four default recruiting scripts.
Real support from a team that knows the insurance business.
You sell life insurance and want to close more policies.
You manage a team and want to scale production.
Leave your details and we will reach out within one business day.
Individual agents can be up and running in minutes. Agencies get a walkthrough and a plan built around the team.
Month to month. Cancel anytime.
