Every CRM you've tried was built for someone else's sale. Planning Partner runs your pipeline in coverage, centralizes every policy from any carrier, and uses AI to turn meeting notes into clients, read policy PDFs for you, and surface your next sale — all inside the book you already own.
Generic CRMs, a spreadsheet pretending to be a pipeline, an email tool, a gap calculator, PDFs over email, and compliance in a shoebox. Five logins, no single truth, and the deals hiding in plain sight.
You finish a great client meeting, then spend 30 minutes typing notes into a CRM, updating a record, and setting reminders you'll forget anyway.
Which clients are under-covered? Whose policy lapses next quarter? Who's a cross-sell? You can't answer without an afternoon of spreadsheet archaeology.
You email a PDF after the sale and never hear from them again — until they shop a competitor at renewal. There's nothing pulling them back.
Agents don't lose because they're disorganized. They lose because the coverage conversation is invisible — and manual.
Not a chatbot bolted onto a CRM. AI woven into the day-to-day of selling life insurance. It proposes, you approve, it applies — nothing fires without you.
Paste or drop in your meeting notes and Planning Partner extracts the details — new dependents, income changes, a spouse's existing policy, the goal they mentioned — and turns them into structured updates and action items on the client's record.
After a kitchen-table meeting, Maria pastes six lines of messy notes: "new baby in March, wife has old $100k term from work, wants college covered, makes ~$140k now." The AI reads it and proposes: add dependent, flag spouse coverage gap, update income, create education-funding goal, and a follow-up task in two weeks.
Type it the way you'd say it: "all my California clients under $500K of coverage" or "who has a policy lapsing in 90 days?" Planning Partner reads your whole book in a click — net-worth roll-ups, lapse risk, coverage gaps by client — and hands you a working list you can act on in bulk.
Monday morning, David types: "clients turning 60 this year with no LTC coverage." In one click he gets 47 names, each with their current coverage and the LTC gap already calculated. He hits "draft outreach to all," reviews the AI emails, and sends.
Open any client and Planning Partner runs the gap math automatically — life, disability, and long-term care — and surfaces the next best action. Across the book, it spots life-event signals (a milestone birthday, a new home, a recent meeting) and finds similar clients to cross-sell.
Priya places a $2M survivorship policy for one couple. Planning Partner flags nine similar households in her book with the same estate-liquidity gap, runs a multi-state estate projection for each, and drafts a tailored intro. One sale becomes a pipeline.
Upload any carrier's policy document and the AI extracts the carrier, face amount, riders, beneficiaries, and status — with a confidence score on every field and a link back to the source page. The messiest part of onboarding becomes a ten-second drag-and-drop.
You don't need more leads to sell more. Forty percent of the people you already serve are under-covered. Planning Partner makes that revenue visible — and one click to act on.
The gap engine scans your book and tells you exactly which clients need more life, DI, or LTC — and how much.
AI drafts the right message for each opportunity. You approve and send — no blank page, no guesswork.
A pipeline that thinks in death benefit and monthly benefit, so you know what's really closing — not vibes.
With ~40% of your clients under-protected, the next policy isn't out there in a lead list — it's sitting in the book you already own. Planning Partner surfaces it, drafts the outreach, and tracks it to in-force. The platform pays for itself on the first recovered sale.
Planning Partner is two products in one tenant: the system you run your business on, and the portal your clients actually log into.
Other tools sell you a quoting engine and lock you to their carrier list. We're carrier-agnostic by design: whatever your client owns — from anyone — lives in one consolidated record.
Clients log in to a "Peace of Mind" score and watch their protection gap close in real time. It's the retention and referral engine a generic CRM will never give you.
Here's what the AI quietly handles between 9am and lunch.
The dashboard already surfaced six clients with life-event signals and a calculated gap. No spreadsheet, no guessing.
6 warm calls, zero prepYou paste your meeting notes. The AI updates the profile, flags a spouse coverage gap, and sets the follow-up — you just tap approve.
25 min savedA new client sends three old policies from three carriers. You drag them in; the AI reads every field and builds the consolidated view.
40 min savedOne glance: $2.1M of death benefit expected to close in 30 days, who's stuck, and the backward-math to your monthly goal.
Clarity, not vibes"Clients under $500K with kids at home." 34 results, AI outreach drafted, reviewed, and sent before lunch.
A full pipeline by noonTen stages from lead to in-force, swimlanes for Life / DI / LTC, weekly benchmarks and backward-math from your goal.
Specialist AI for pipeline, coverage, outreach and compliance. It proposes, you approve, it applies — audit-safe.
Turn raw notes into structured client updates and action items in one tap.
Any carrier, any format — fields extracted with confidence scores and source links.
Ask in plain English; act in bulk. Net-worth roll-ups, lapse risk, cross-sell lists.
Life, disability and LTC need-math your client can see — and you can sell from.
Multi-state tax projections and liquidity planning, run live, exported as a PDF.
Build a quote, attach the PDF, notify the client in-portal and by email — one loop.
Multi-tenant roles and a General Agent portal for IMOs, FMOs and agencies.
For a regulated seller, that's the difference between a tool and a system of record.
Every client-data change logged — who, what, when, and from where.
Automatic license-expiration monitoring and renewal alerts.
A legal footer is injected on every client-facing email, automatically.
MFA, trusted-device management, and role-based, org-isolated data.
No long implementation, no consultant, no IT project. Five simple steps — and we'll handle the heavy one for you.
Create your account in minutes. No credit card, no setup call required to get started.
Add your NPN, state licenses, and carrier appointments. Your license expirations track themselves from here.
Upload a CSV and drag in policy PDFs — the AI reads every field across carriers.
We'll do this for youOne click scans your whole book — gaps, lapse risk, and cross-sell opportunities, surfaced instantly.
Work the opportunities, place more policies, and watch the hours come back to your week.
Book a 15-minute demo and we'll parse one of your own policy PDFs, run the gap engine on a sample of your clients, and show you the pipeline in coverage — live.
No credit card. Bring your real data. Built for independent life, DI & LTC producers.