Everything You Need to Sell More.
Nothing You Do Not.
UplineFlow is built exclusively for life insurance. Every feature exists for one reason — to help you and your team close more policies.
Capabilities marked Agency & IMO are available on custom agency plans.
Dial More. Connect More. Close More.
Stop wasting time manually dialing one number at a time. UplineFlow's dialer puts you in front of more prospects every single hour.
Triple-Line Power Dialer
Dial 3 contacts simultaneously. The moment one answers you are connected. Everyone else gets your voicemail drop automatically. Three times more conversations per hour.
Power Dialer
Automated queue that works through your contacts one after another. Set your list and go. Dispositions logged automatically. Session saves if you close your browser — resume exactly where you left off.
Click-to-Call
Dial any contact with one click from anywhere in the app — pipeline, contacts page, conversations, or the dialer itself. No copy-pasting numbers ever.
Voicemail Drop
Pre-record your voicemail once. Drop it instantly on any no-answer and move to the next call without waiting for the beep. Never waste a second waiting for voicemail again.
A Coach In Your Ear on Every Single Call.
Real-time AI suggestions during every live call. Never get caught off guard by an objection again.
Instant Playbook Match
The moment a prospect says a trigger phrase your exact rebuttal appears instantly. No waiting. No searching. Just the right response at the right moment.
Live Transcript
Every word of your call transcribed in real time as you speak. Review exactly what was said after every call.
Next Best Action
Claude AI analyzes your conversation every 12 seconds and tells you exactly what to say next to move the conversation forward.
Post-Call Scoring
After every call you get a call score out of 100, your talk ratio, a sentiment analysis, a 3-5 bullet summary, and a recommended next action. Know exactly what to improve.
Shared Knowledge BaseAgency & IMO
The AI coach knowledge base is managed at the agency level. Add your best rebuttals and closing techniques once and every agent on your team benefits immediately.
Weekly AI ImprovementAgency & IMO
The knowledge base recalibrates automatically every week based on what is actually working across your team. The whole agency gets smarter together.
Coaching AnalyticsAgency & IMO
See which AI coach rebuttals are working across your team, which objections your agents are struggling with most, and where the coaching gaps are.
A 24/7 AI That Follows Up So You Do Not Have To.
Your personal AI secretary works every hour you are not — nurturing leads, booking appointments, and escalating hot prospects directly to your phone.
Call First Rule
Your AI secretary never sends a single message until you have personally called and left a voicemail. Prospects who have heard your voice first respond dramatically better.
Hot Lead Escalation
The moment a prospect shows buying interest your AI stops, switches to Agent Mode, and sends a text to your personal cell instantly. Never miss a hot lead again.
Five Conversation Modes
Opener, Nurturer, Scheduler, Closer, and Retention. Your secretary adapts its approach based on exactly where each prospect is in the sales process.
24-Hour Takeover
Take over any conversation manually for 24 hours. If you do not close it your secretary automatically resumes follow-up without you lifting a finger.
Your Entire Book of Business. Organized and Alive.
Four product pipelines, 11 stages, and a contact database that scores every lead automatically so you always know exactly who to call first.
Four Product Pipelines
Separate Kanban boards for Final Expense, Term Life, IUL/Whole Life, and Mortgage Protection. Every lead in the right place automatically.
11 Pipeline Stages
From New Lead to Sold with every step in between. Stages update automatically based on your call dispositions — no manual dragging required.
Contact Scoring
Every contact scored 0-100 automatically. Hot, Warm, Cool, and Cold badges update in real time. Your hottest leads always rise to the top of your queue.
Smart Lists
Build saved filtered lists of contacts based on any combination of criteria. Dial directly from any smart list with one click.
Every Message. One Place.
SMS, AI secretary messages, and inbound replies all in one unified inbox. Never lose track of a conversation again.
Unified Inbox
Every conversation with every prospect in one scrollable feed. See your AI secretary messages and your manual messages together in full context.
Manual SMS
Send a manual text to any prospect at any time from the conversations hub. One click from the contact view.
Inbound Routing
Missed calls automatically trigger a voice menu. Prospects press 1 to schedule a callback. Appointment booked automatically. You get a notification on your personal cell.
Local Presence Numbers
Automatically provisioned local numbers in every state you are licensed. Higher answer rates when you call from a local area code.
Build Your Team While You Work Your Book.
A full recruiting pipeline running parallel to your sales pipeline. Find agents, track conversations, and activate new teammates — all inside UplineFlow.
Recruiting Pipeline
10-stage Kanban from Prospecting to Active Agent. Move recruits through your process the same way you move insurance leads through your sales pipeline.
One-Click Agent Activation
When a recruit is ready to join activate their UplineFlow account in one click. They are automatically linked to your downline hierarchy.
Social Story Creator
Auto-generate shareable Instagram and social media posts from your real KPI data. Show your results. Attract recruits. Every post includes your stats, your branding, and a recruiting call to action.
Recruiting Scripts
Four default recruiting scripts with a full script editor. Separate from your insurance scripts. Separate AI secretary mode for recruits.
Recruiting AnalyticsAgency & IMO
Source tracking, funnel visualization, interview rates, and activation rates. Know exactly where your best agents are coming from.
Team Social Story CreatorAgency & IMO
Generate agency-wide production posts for social media automatically. Show your team's combined results to attract more recruits at scale.
See Everything. Miss Nothing.
Agency DashboardAgency & IMO
Real-time view of every agent's production, pipeline health, and activity across your entire organization. Agency-wide KPIs update the moment a policy is sold.
Agent OversightAgency & IMO
Drill into any individual agent's dashboard at any time. See their calls, their pipeline, their AI secretary conversations, and their performance metrics in full detail.
Agency HierarchyAgency & IMO
Agency owner, team leader, and agent roles with upline linkage. Each level sees the agents beneath it and nothing above.
Role-Based DashboardsAgency & IMO
Each role gets a dashboard built specifically for it, scoped to what that role should see.
Know Exactly Who Is Performing and Who Needs Help.
Live Revenue LeaderboardsAgency & IMO
Revenue leaderboards that update in real time the instant a policy closes.
KPI Tracker
KPI views across daily, weekly, monthly, and annual timeframes. Goal setting per metric with color-coded progress bars.
Activity FeedAgency & IMO
High-signal events from every agent in your organization in one feed. Policies sold, appointments booked, and notable AI interactions surface automatically.
Built for Accountability at Every Level.
License TrackingAgency & IMO
Every agent's licenses tracked by state with expiration alerts. Know when any agent on your team is at risk of lapsing.
A2P Registration ManagementAgency & IMO
Monitor A2P 10DLC registration status for every agent in your agency. Ensure your entire team is compliant for SMS outreach.
TCPA ComplianceAgency & IMO
The dialer enforces calling hours in every agent's contacts' local timezone automatically. No agent on your team can accidentally call outside legal hours.
Call RecordingAgency & IMO
Every call across your agency is recorded and accessible. Full accountability for every conversation your agents have with prospects.