Now open to all agents
A CRM + power dialer built for life insurance agents.
The system you actually want to work the phones in — pipelines, dispositions, and a TCPA-safe dialer designed around how senior life insurance agents really sell. Bring your own leads.
No contracts. Cancel anytime. Your contacts export whenever you want.
What's inside
A workspace built around how you actually sell.
01 — Today
A command center that tells you who to call.
Open the app and see your marching orders: callbacks overdue, uncalled count, and the dollar gap to your next level, right at the top. Your hot list surfaces the highest-priority contacts with one-button dial. No hunting, no guessing.
- Overdue callbacks first
- One-button dial
- Gap to next level
02 — Cockpit
Work any contact without leaving your list.
When a call connects, the contact drawer becomes the cockpit: live timer, auto-focused notes field, and wrap-up chips for instant disposition. The next call auto-queues the moment you finish.
- Live call timer
- Notes auto-focused
- Next call auto-queues
03 — The shield
The TCPA lawsuit you never got.
DNC and known-litigator numbers are blocked before your finger hits dial — enforced at the infrastructure level, not by your memory. Calling hours and daily attempt caps are automatic. When a lead pings as DNC, a documented refund file is ready for your vendor.
- Blocked pre-dial
- Calling hours enforced
- Vendor refund file
Promise board
Callbacks you actually keep.
Tell a prospect you will call back Thursday at 2pm and the promise board holds you to it — surfacing the contact exactly when you said, with one tap to dial.
Smart lists
Segments that build themselves.
Contacts auto-sort into cold, warm, and super-warm with reasons. The call-pressure heatmap shows who is due for another touch and who to back off.
Built for the way you sell
Everything is one system — not five tabs.
FE · IUL · MP
Pipelines, dispositions, and copy tuned to the way senior-market agents actually sell.
TCPA-safe dialer
One-line preview dialing from local caller IDs, with calling hours and attempt caps enforced.
The shield
DNC and litigator numbers blocked before the call is placed. Compliance you do not have to remember.
Bring your own leads
Import a CSV and start dialing in minutes. Your contacts export whenever you want — your data is yours.
In the meantime
Need final-expense leads today?
FEXads runs done-for-you Meta ad campaigns for agents while you build your book.
Pricing
Simple pricing. Every plan gets the whole product.
CRM, dialer, DNC scrubbing, recordings, and compliance on every tier — the only difference is how much you dial. Cancel anytime; export your contacts whenever you want.
Starter
Part-time producers getting off the ground.
- 600 dials/mo included
- 1,000 DNC scrubs/mo
- Up to 4 local numbers
- 3¢ per extra dial
Pro
Full-time agents working leads every day.
- 2,500 dials/mo included
- 4,000 DNC scrubs/mo
- Up to 10 local numbers
- 2.8¢ per extra dial
Power
Heavy dialers running daily sessions.
- 7,500 dials/mo included
- 11,000 DNC scrubs/mo
- Up to 20 local numbers
- 2.5¢ per extra dial
Volume
Top producers and small teams at full tilt.
- 16,000 dials/mo included
- 22,000 DNC scrubs/mo
- Up to 40 local numbers
- 2.2¢ per extra dial
Overage dials bill per-dial at your tier rate. Phone numbers and call minutes included — no hidden telecom fees.
Questions
Straight answers. No sales pitch.
No. FEXmagnet is the CRM and dialer — you bring your own leads. Import a CSV from any vendor and start dialing in minutes. If you do want leads, FEXads runs done-for-you Meta campaigns separately, but nothing here requires it.
It is one-line preview dialing, not predictive, so there is no abandoned-call exposure. DNC and known-litigator numbers are blocked before the call is placed, calling hours are enforced per contact time zone, and daily attempt caps apply automatically. Compliance is enforced at the infrastructure level rather than left to your memory.
The dial is blocked and the contact is flagged. FEXmagnet builds a documented refund file you can hand to the vendor you bought the lead from, so a bad list costs you paperwork instead of money.
Yes. Every plan includes local caller IDs — up to 8 numbers depending on tier — and phone numbers and call minutes are included in the plan price. There are no separate telecom fees.
Only volume. Every tier gets the entire product — CRM, dialer, DNC scrubbing, call recording, and compliance. The tiers differ in how many dials and DNC scrubs are included each month and how many local numbers you can hold.
No. Month to month, cancel anytime from settings, and you can export your contacts whenever you want. Your data is yours.
The web app works on mobile, and there is an iOS build in TestFlight. Most agents run desktop for dialing sessions and mobile for callbacks between appointments.
Still have a question? Email us directly.
From the blog
Read what we've been writing.
Insurance Appointment No-Shows: The Recovery Playbook for Agents
A big share of set phone appointments never answer at the scheduled time. Why they no-show, the confirmation habits that prevent it, and how to recover the rest.
State Telemarketing Registration for Insurance Agents
Some states require a telemarketing registration or bond before you cold call residents. Who has to file, where insurance exemptions apply, and how to check your states.
PhoneBurner for Insurance Agents: An Honest Take
PhoneBurner is a genuinely good power dialer built for general sales teams. Where it fits an insurance agent working lead lists, and where the seat pricing stops making sense.
TCPA Demand Letter: What Insurance Agents Do First
A TCPA demand letter is not a lawsuit yet. The first 72 hours that decide how it ends — preserve the records, stop the dialing, read what they actually claim.
Reassigned Numbers: The TCPA Trap Insurance Agents Miss
Consent follows the person, not the phone number. How reassigned numbers create TCPA exposure for agents dialing aged lists, and how the FCC database safe harbor works.
Written DNC Policy for Insurance Agents: What It Needs
Federal rules require every agent who cold calls to keep a written do-not-call policy. What it must contain, who it protects, and how to build one in an afternoon.