# LyfAgentOS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about LyfAgentOS Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more. Source: https://www.capterra.com/p/10046717/LyfAgentOS --- # LyfAgentOS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 22, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) LyfAgentOS ## What is LyfAgentOS? LyfAgentOS is a CRM platform built specifically for life insurance agents, final expense agents, mortgage protection agents, and insurance agencies. The platform helps agents organize leads, manage follow-ups, schedule appointments, track activity, and streamline their sales process from lead acquisition to policy placement. Features include lead management, lead import, pipeline tracking, call management, follow-up queues, calendar integration, skip tracing, carrier management, performance reporting, and workflow automation. Agents can monitor lead sources, track conversions, manage appointments, and stay organized from a centralized dashboard. Unlike generic CRM systems, LyfAgentOS is designed around the daily workflow of insurance professionals. Whether you're an independent agent or part of a growing agency, LyfAgentOS helps reduce missed opportunities, improve organization, and increase productivity so agents can spend more time selling and less time managing software. ## What is LyfAgentOS used for? [Insurance CRM](https://www.capterra.com/insurance-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $97 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for LyfAgentOS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://lyfagentos.com/&name=LyfAgentOS) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information Data Import/Export Import and export data to and from software applications LyfAgentOS 18 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Notifications/alerts for upcoming events or tasks Manage, organize, and store contact information Import and export data to and from software applications Intended to be used by insurers Form predictions based on past and present data/trends Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process View and track pertinent metrics to find patterns and gain insights from data Define, track, and/or automate sales activities and sales processes Pipeline view and tracking lead status Create, manage and track all task activities and progression Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Agent Plan $97.00 Flat Rate,Per Month It includes: - Unlimited lead imports and batch processing. - Lead pipeline management. - CSV import from any lead vendor. - Power Call Mode (sequential dialing) with outcome logging. - Skip trace (instant phone lookup) with no per-lookup fee. - Appointment calendar with Google Calendar sync and conflict detection. - Follow-up queue with daily call list. - Batch ROI and performance analytics per lead vendor. - Carrier portal (appointments, writing numbers, reps). - License tracker with expiration alerts. - Admin dashboard and agent performance tracking. - Secure data storage (via Supabase). - All future features included at no extra cost. - No feature gating, upsells, or additional tiers. ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.