Manage leads and contacts
Keep contact records and follow-ups in your own agent account.
Coming soon · For independent life insurance agents
Keep your book of business in view.
Nexora is a CRM in development for independent life insurance agents. Organize your leads, track policy follow-ups, and see your sales activity in one workspace.
Early accessProduct concept
Your weekly overview
Sales activityCalls · Quotes
ProductionSubmitted · Issued AP
Policy follow-upRequirements · First premium
Illustration of the planned workspace.
Product overview
One workspace for your daily work
Track policy follow-ups
See which applications are pending and which cases need a follow-up.
Review sales activity
Track your calls, quotes, and annualized premium (AP) against your goals.
Planned integrations
Connect the tools you choose
WAVV
Optional dialer connection for supported call activity.
Kixie
Optional dialer connection for supported calls and outcomes.
AXIUMS
Optional connection for permitted policy and financial information.
Availability depends on provider approval, account eligibility, and supported data. Optional services are paid directly to their providers.
How it will work
Start with your own account
01
Set up your workspace
Use your own login and subscription for your book of business.
02
Choose your connections
Connect an eligible third-party account when support is available.
03 · Planned for later
Share performance with an agency
Agency owners will be able to invite agents and view team metrics the agents authorize.
Planned launch pricing
$99
USD per agent, per month
Individual CRM subscription
Each agent pays for their own CRM account. Optional third-party subscriptions are billed separately and paid directly to those providers.
Early accessEarly access · Coming soon
Get in touch
Interested in testing Nexora with your own book of business? Early access details will be available here as the pilot opens.
Customer support · [email protected]