Free for producers
No paywall. Manhattan Life trip is live. Intake matches the KR Insurance form. Journey is a sample lead path you can search, filter, and reset.
Live
Free for agentsManhattan Life club trip
Drop a Policy Extract or Agent Policy List to see progress toward President’s and Chairman’s Club. Files stay in your browser.
Demo
Free for agentsIntake
Client intake with the same sections as KR Insurance: contact, coverage, health, medications, current plan, and notes. Sample data stays in this browser.
Demo
Free for agentsJourney
Sample lead path. Search, filter, sort, and advance a stage. Clear sample restores the list.