Leonardo Rodriguez's Contact Details

Leonardo Rodriguez's Company Details

Lifeley Insurance

Orlando, Florida, United States • 51 - 200 Employees
Financial Services

The Lifeley.Tech application simplifies and automates every aspect of the life insurance business. By providing guided processes and letting the technology do the heavy lifting, Lifeley.Tech enables any agent-based organization to understand, track, manage and grow the business. It is designed to increase efficiency and support agents, agencies, IMOs, and carriers.Powerful, Flexible Tools in One ApplicationLifeley has two product suites, Sales Life and Agent Life. Sales Life helps agents maximize their sales and get paid. Agent Life helps agents grow and manage their teams. They can be used together or independently. Sales LifeLeads Management: Keep leads organized and easy to assign or sell in our robust marketplace, no matter where they were purchased.Sales Toolkit: Customer relationship management (CRM), task management, calendar/appointment scheduling, and sales/pending deals tracking. Smart Reporting: Streamlined, simplified reports so that you know everything about your business sales and revenue. Agent LifeOnboarding: Onboard and contract new agents with just a few clicks. Track and manage where recruits are in the process. Team Management: An organization chart that provides a bird's-eye view of the team with pertinent details, such as contact info, agent sales, and more. Recruiting: Easily add and manage recruits, schedule interviews, and capture recruiting leads with a QR code that leads to an agent-branded landing page. The Lifeley.Tech fintech company is composed of insurance-industry insiders and tech-industry leaders who solve problems that traditional insurance marketing organizations (IMOs) can't even see. It was founded in 2018 by Peter Strack, an entrepreneur and venture capitalist with a proven track record of building, scaling, and selling multimillion-dollar companies.