Dual-Engine Platform ArchitectureScale Core CRM infrastructure with LeadCore growth firepower.
Everything life insurance brokers and agency owners need in one place: pipeline management, automations, and subaccount distribution from Scale Core — plus on-demand leads from LeadCore.
Scale Core: The Agency Operating System
Designed for brokers and leaders who need to manage their entire sales operation and supply their team with turn-key software.
- Agent Subaccounts: Provision separate accounts for brokers & downlines.
- Automations: Speed-to-lead text drips, auto-dial sequences, reminders.
- Pipelines: Custom life insurance deal stages (Term, Whole, Final Expense).
- Resale Rights: Charge your agents monthly and create recurring SaaS revenue.
LeadCore: Leads, Ad Campaigns & Recruiting
The built-in lead engine under Scale Core that keeps your pipelines full and fuels downline recruiting.
- Aged Lead Marketplace: Buy verified leads by state, product, and age.
- Direct CRM Push: 1-click import into Scale Core agent subaccounts.
- Managed Digital Ads: We run Meta/TikTok ads for fresh exclusive consumer leads.
- Agent Recruiting Ads: Dedicated funnels targeting licensed life agents.
Built for brokerages that manage teams and volume.
Standard CRMs are built for tech companies; Scale Core is tuned specifically for life insurance agent workflows and subaccount hierarchies.
Agent Subaccounts & Hierarchy
Provision dedicated CRM portals for every broker and agent in your agency. Set custom roles, restrict permissions, and control lead distribution.
Visual Insurance Pipeline
From new inquiry to underwriting, approved, and policy issued. Drag-and-drop board tailored for Term, Whole Life, and Final Expense workflows.
Power Dialer & 2-Way SMS
In-app click-to-dial, inbound call routing, call recording, and 10DLC-compliant texting to connect within seconds of new lead receipt.
Speed-to-Lead Automations
Instant text drops, automated round-robin distribution to available agents, calendar booking sequences, and drop-off re-engagement.
Broker Analytics & Forecasting
Track agent close rates, cost-per-issued-policy, team activity logs, and forecast agency override commissions in real time.
Never worry about lead flow again.
Scale Core integrates directly with LeadCore so you and your agents can purchase aged inventory or hire our ad team to run custom campaigns.
LeadCore Marketplace Integration
Browse inventory right inside your workspace. When you or an agent purchases a lead pack, contacts instantly populate into their CRM pipeline.
LeadCore Managed Digital Ads
Turnkey customer acquisition for life insurance agents. We manage the ad spend, creatives, and landing pages; leads route straight to your CRM.
LeadCore Recruiting Ad Machine
Target licensed life agents and prospective career-switchers with proven recruiting ad funnels to explode your agency downline.
Deploy Scale Core for your agency today.
Sell subaccounts to your agents, automate follow-ups, and plug directly into LeadCore.