AnchorLeads
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Features

One platform. Every workflow a life & annuity advisor actually runs.

No slides. No feature-name jargon. Below is exactly what you get, screen by screen.

5s
AI recommendation
<15 min
Onboarding
$500–$1,500
Saved per avoided TCPA text
0
Separate dialer bills
AI · Expert-grade reasoning

Expert Financial Analysis

Fill a structured intake during the call. Get a CFP-quality product recommendation in 5 seconds. Ranked, rationalized, and honest enough to say 'nothing.'

  • Recommends IUL, Term, Whole Life, Final Expense, or Annuities (or explicitly none)
  • Groups accounts by tax bucket (deferred, Roth, taxable) automatically
  • Enforces suitability: won't stack IUL when qualified plans aren't maxed
  • Full history per lead so you see how the thinking evolves
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.
Compliance · Post-2024 FCC ready

TCPA named-agent consent

Round-robin peek matches the next licensed advisor before submit. The exact disclosure is stamped on the lead. STOP, START, and HELP handled automatically.

  • Named-agent consent architecture with verbatim disclosure retention
  • Verbatim disclosure + timestamp + IP + URL retained per lead
  • Internal DNC check on every new intake blocks prior opt-outs
  • Keyword automation ships with Telnyx, Twilio, and Signal House
crestlinelife.com / calculator
CONSENT · NAMED-AGENT DISCLOSURE
By checking this box, I agree to receive marketing and informational calls and autodialed or pre-recorded text messages from CrestlineLife and from Jane Smith, an independent licensed advisor matched through our service, at the mobile number I provided…
IP
184.28.14.9
Timestamp
03:14 PM PDT
Assigned
Jane Smith
Consent record stored · Audit trail complete
Communication · WebRTC

Browser dialer + AI transcription

Click-to-call from any lead. Recordings and Whisper transcripts land on the timeline automatically. Nothing to install and no PhoneBurner subscription.

  • WebRTC calling via Telnyx (Twilio fallback compiled in)
  • Live-transcribed recordings via OpenAI Whisper
  • Mid-call mute, transfer, notes, and warm hand-off
  • Inbound number routing with lead-match by last-4
anchorleads.io / call
SM
Sarah Mitchell
+1 (555) 214-8830
04:32
Mute
Recording
Transfer
Note
Live transcript · Whisper
Communication · Threaded

SMS + inbound email routing

Two-way threaded SMS with delivery status, keyword auto-responses, and unread badges. Inbound email replies thread into the same conversation.

  • STOP / START / HELP keyword automation built in
  • Threaded conversations across SMS and email in one view
  • Delivery status per message segment
  • Inbound to lead-<uuid>@reply.anchorleads.io routes to CRM
anchorleads.io / lead / conversation
SM
Sarah Mitchell
+1 (555) 214-8830 · Score 84
LIVE
Hi Sarah, this is Jane from Crestline. Saw you completed the coverage estimate. Do you have 15 min tomorrow to review?
10:04 AM
Yes! Tomorrow after 3pm works.
10:12 AM
3:30 PM Tuesday. I'll text a confirmation with the Zoom link. Talk then!
10:14 AM
Perfect. Thanks Jane.
10:16 AM
Reply…
Send
Automation · Visual builder

Drag-and-drop workflow builder

Build multi-step drips visually. SMS, email, wait, condition, and status nodes. Auto-cancels when the lead moves out of scope so you never text someone after they book.

  • 7 starter workflows included (nurture, no-show recovery, cold win-back)
  • Auto-cancel on status change, tag removal, or inbound reply
  • Per-agent scoping so your workflows never leak
  • Every run stamped with workflow_run_id for audit
anchorleads.io / workflows / 21-day-nurture
Active · 34 runs
Trigger
Status: Nurturing
SMS
"Hey {first_name}, following up…"
Wait
3 days
Email
Coverage-gap explainer
End
21-day drip complete
Team · Weighted round-robin

Lead routing that respects capacity

Weighted round-robin distributes leads by purchased volume, routing weight, preferred product, and pause status. Same peek + hold pattern that powers named-agent consent.

  • Weight by leads_purchased + configurable routing_weight
  • Pause an agent for vacation without touching capacity
  • Filter by preferred lead type (Coverage vs IUL)
  • Live hold audit view for compliance review
anchorleads.io / routing
NEXT-UP QUEUE
1
J
Jane S.
Score 0.24 · Reserved · 4:32 left
ASSIGNED
2
M
Marcus T.
Score 0.31 · Available
3
P
Priya R.
Score 0.28 · Available
4
D
David K.
Score 0.42 · Available
Analytics · Weekly digest

Answers, not just dashboards

Per-agent funnel, activity per day, source-level ROI. Weekly digest email lands Monday morning so you don't have to log in to see how the week went.

  • Personal funnel with time-to-first-contact benchmarks
  • Source ROI via UTM + campaign attribution
  • Admin leaderboards on Team + Agency plans
  • Monday-morning digest email so no dashboard trip is required
anchorleads.io / analytics
Leads / week
148
+12%
Close rate
18.4%
+3.1pt
Avg premium
$247
+$19
Contacted leads this weekMon → Sun
48
Also included

The rest of the platform.

Bulk send + scheduled blasts

Segment by status × tag × min-score. Schedule up to 90 days out. STOP-suppression enforced at fire time.

Owned lead-gen funnels

Coverage Gap and IUL Tax Savings calculators generate warm leads with AI briefs already attached.

CSV import + phone porting

Bring your book from Redtail, AgencyBloc, or GoHighLevel. Team + Agency plans get assisted migration.

AI advisor brief on intake

Every new lead ships with a concise, plain-English profile summary written by our AI so you know what to say before you dial.

Custom fields + tags

Per-agent tag suggestions, unlimited custom fields, and pipeline stages tuned to L&H workflows.

Tasks + reminders

Full-width task view with due-date labels, follow-up reminders, and lead-linked context.

10DLC + Toll-Free assistance

Self-serve on Solo. Assisted on Team. Fully managed brand + campaign registration on Agency.

Consent audit export

CSV export of every consent record ready to hand to your compliance officer or counsel.

See these features on a real lead.

A 20-minute demo runs the AI analysis, workflow builder, and consent stack against a real (anonymized) prospect. No slides.

Start free trial →View pricing