Life & Health Agents – Your Edge in Distribution
From onboarding to renewals, AgencyDMS helps L&H agents focus on what matters: clients, commissions, and compliance.
Everything You Need
- Built-in Dialer & Number Management
- Ringless Voicemail & Postcards
- E-Sign & Upload Contracts Per Carrier
- CRM Dashboard & Commission Tracking
- ITK and Quote2Client Built In
Branded Public Sites + Profiles
Give your agents their own professional website + lead funnel—instantly created upon signup.
- 🌐 Subdomain example: https://agencydms.com/johndoe
- 📱 5-Page Responsive Site
- 📝 Quote forms, calendars, contact widgets
- 📥 CRM Lead Capture & Routing
Live Advisor Profiles
Each contracted agent receives a live profile at AdvisorLinkUp.com.
- 🔗 Profile URLs like advisorlinkup.com/jane-smith
- 📸 Photo, Bio, Products Offered
- 📥 Smart Lead Form w/ Alerts
What’s Coming for L&H
- Automated Drip Email Sequences
- Client Portal with Policy Vault
- LMS: Life/Health Sales Training & Licensing
Launch Your Agency Now
Register in minutes and get everything—websites, CRM, dialer, quotes, and more—out of the box.
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