Try the live demo

A working demo. Real data. Click around.

No form to fill. No sales gauntlet. Sign in to the pre-seeded demo account and tour the platform the way an actual licensed advisor would use it.

Live demo account

Sign in and start clicking.

Use these credentials on the sign-in page. The demo account is a real advisor account with 10 pre-seeded leads.

demo@anchorleads.io

Password

DemoAnchor2026!

Open the sign-in page →

Data resets weekly. Don't send messages to real numbers.

What's inside

Pre-loaded so you can start clicking.

10 realistic leads

Pre-seeded prospects across every pipeline stage: new, contacted, qualified, booked, nurturing, completed, and review.

A completed AI Financial Analysis

The IUL prospect (Michael Reyes) has a full Expert Financial Analysis attached, ranked recommendations and all.

Sample calls, SMS, and events

Timeline entries reflect a real advisor working a book: outbound texts, bookings, status changes, and lead events.

The full workflow builder

Open the visual builder, drop in nodes, and see the 7 starter workflows already published.

House rules

The demo is a shared sandbox.

Anyone with the credentials can log in. Do send test SMS or calls if you want to see how the dialer feels, but please keep it to yourself and don't contact any real phone numbers. Data resets weekly.

Want a guided tour instead?

If you'd rather have someone walk you through it, book a 20-minute demo. We'll run the AI Financial Analysis on a real anonymized lead.

Book a guided demo →View pricing