Life Pros — Insurance Agent Platform
Need help? We're here for you. Reach out through any of the channels below.
Life Pros is a production tracking and sales tool built for insurance agents. It helps you manage your policies, track commissions, log daily activity, view leaderboards, access carrier portals, and grow your business — all from one place.
Go to Settings (gear icon) and tap "Change Password." Enter your current password and your new password. If you're locked out and can't log in, email us at cbrayton@southwesternlegacy.com and we'll reset it for you.
Tap "Daily Stats" from the bottom tab bar or the More menu. Enter your numbers for each activity factor (doors knocked, presentations, dials, etc.) and tap Submit. Your stats are tracked daily and contribute to the team leaderboard.
From the Today screen, tap the gold "+" button at the bottom right. Fill in the client name, carrier, policy number, premium, and other details, then tap Save. You can also add policies from the Dashboard tab.
Commission calculations depend on your comp level, the carrier's payout rate, and whether the carrier uses standard or Ethos-style advance calculations. Check with your manager if your comp level needs updating. You can view the full comp guide under Compensation in the More menu.
Go to Settings and look for the integration sections (ITK, CSF, GoHighLevel). Enter your credentials for each service and tap Connect. Your credentials are encrypted and stored securely.
Email us at cbrayton@southwesternlegacy.com with the following details so we can fix it quickly: