AnchorLeads
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NEWExpert Financial Analysis, now live on every plan

The insurance CRM built for how you actually sell.

AI-powered product recommendations during your discovery calls. TCPA-compliant SMS and calls in one dashboard. Owned lead-gen funnels feeding your pipeline. Built for licensed L&H advisors selling IUL, term, final expense, and annuities.

TCPA-compliant by design
Named-agent consent
14-day free trial
anchorleads.io / lead / analysis
EXPERT FINANCIAL ANALYSIS
AI-powered product recommendation based on the client's full situation.
SUMMARY
40yo sole earner, $118k income, two young kids. Strong savings but zero tax-free bucket. $750k in-force insufficient given DIME.
Term Life
PRIMARYCoverage: $750,000Term: 20 yrEst. premium: $45/mo
DIME ~$1.5M vs $750k in force. $750k gap with sole-earner household.
Indexed Universal Life (IUL)
SECONDARYCoverage: $250,000Est. premium: $155/mo
$0 tax-free bucket, $320k pre-tax vs $0 Roth. LIRP fits after Roth maxed.
AI recommendation
Ready in 5s
TCPA consent
Jane Smith · 1:1
New lead
12 seconds ago

Built for the products your carriers actually appoint you on

IULTerm LifeWhole Life / IBCFinal ExpenseFixed AnnuityIndexed AnnuitySPIA
What's in the box

Everything you were paying four tools for. One platform.

AI

Expert Financial Analysis

Fill a structured intake on the discovery call and get a CFP-level product recommendation with rationale, coverage, and premium estimate in 5 seconds.

Compliance

TCPA named-agent consent

Named-agent consent captured at intake, verbatim disclosure retained with timestamp and IP, and STOP / START / HELP handled automatically across every channel.

Comms

Dialer + SMS in one place

WebRTC browser calling, call recording with AI transcription, threaded SMS, and inbound webhooks, all in the same dashboard. No PhoneBurner. No separate dialer subscription.

Automation

Visual workflow builder

Drag-and-drop drip campaigns, no-response follow-ups, status-change triggers. 7 starter workflows included. Auto-cancels when a lead moves out of scope.

Growth

Owned lead-gen funnels

Coverage Gap and IUL Tax Savings calculators generate warm leads that flow straight into your pipeline. Opt in to the AnchorLeads lead marketplace or plug in your existing sources.

Insights

Analytics that answer questions

Personal funnel, activity per day, source-level ROI. For team plans: per-agent leaderboards and admin rollups. Weekly digest email every Monday morning.

The stack you replace

Stop paying for four tools that don't talk to each other.

Most independent advisors we onboard were paying $400–$550/month across a general CRM, a dialer, a lead source, and a compliance archive. AnchorLeads replaces all four for roughly one of them.

Before

GoHighLevel$97–$297/mo
PhoneBurner$149/mo
AgencyBloc$65–$130/mo
EverQuote leads$15–$40/lead
→

After

AnchorLeads
CRM · Dialer · SMS · AI · Leads · Compliance
$149
per user, per month
How it works

Lead in on Monday. Policy bound by Friday.

01

Warm lead arrives

Prospect completes a Coverage Gap or Tax Savings calculator with TCPA-compliant named-agent consent already captured to you.

02

Discovery call

Auto-dial, thread SMS, and run the Expert Financial Analysis form during the call. Get a product recommendation in 5 seconds.

03

Workflow follows up

Multi-touch drips run automatically until the client moves out of scope. Every message stamped with the consent record.

04

Bind + track

Move the lead to Won, log the policy, and let analytics show which sources, workflows, and pitches actually convert.

Pricing

Priced against the value it delivers.

One rate during Beta. Everything unlimited. Agencies talk to sales.

Beta · Locked forever

Independent agents · Beta price locked forever

AnchorLeads Beta
$149/user/mo
  • Full CRM + dialer + SMS
  • Unlimited AI Expert Financial Analysis
  • Coverage + IUL funnel calculators
  • TCPA-compliant consent stack
  • Direct founder access
Start free trial →

15+ agents · IMOs · BGAs

Agency
Custom
  • Everything in Beta
  • Custom lead distribution
  • White-label option
  • Managed 10DLC + onboarding
  • Rev-share available for IMOs
Talk to sales →
See full pricing detail →
FAQ

Straight answers.

Is AnchorLeads TCPA compliant?+

Yes. AnchorLeads captures documented consent with the specific advisor named at intake, stamps the exact disclosure text on the record with timestamp and IP, and honors STOP, START, and HELP automatically. That combination is your strongest defense in a TCPA complaint. Most legacy CRMs use generic shared-consent flows that leave you exposed.

Which insurance products does AnchorLeads support?+

IUL, Term Life, Whole Life (including infinite banking / IBC), Final Expense, Fixed & Indexed Annuities, and SPIAs. The AI Expert Financial Analysis will recommend any of these (or explicitly none) based on the client's full situation.

How is this different from GoHighLevel or Redtail?+

GoHighLevel is a generalist marketing tool with an insurance skin. Redtail is a wealth-management CRM. AnchorLeads is purpose-built for licensed L&H advisors: the AI understands product suitability, the compliance layer is TCPA-native, and we bring warm leads through owned funnels rather than just a UI for managing them.

Do I need to buy leads from AnchorLeads?+

No. You can bring your own leads, integrate with EverQuote, Datalot, or QuoteWizard, or opt into our exclusive lead marketplace. Most agents use a mix.

How long does onboarding take?+

Most solo advisors are running their first workflow within 20 minutes. Team migrations from Redtail, AgencyBloc, or GoHighLevel typically complete in 3 to 5 business days including CSV import and phone-number porting.

Ready to see it in action?

A 20-minute demo will show you how AnchorLeads shortens your time-to-quote and eliminates your compliance risk.

Start free trial →View pricing