LIA CRM is provided by Life Insurance Academy.

Not effectively working all of your lead opportunities? Having trouble staying organized? Cost per client acquisition too high?

INTRODUCING LIA CRM

A customer relationship and opportunity management system built just for insurance agents — powered by AI to help you save time, stay organized, and sell more.

Why It Matters for You

Spend more time selling, less time doing busy work.
Stay on top of every lead and client interaction.
Get white glove support when you need it.
Top Features & Benefits

Built for Life Insurance

Workflow automations and communications are pre-loaded for what you sell — final expense, mortgage protection, IULS, annuities, general life, and more — so you can skip the setup and get to work.

Marketing and Appointment Setting Done for You

Get your own branded website with a fully trained AI assistant to nurture and engage with your leads and even set appointments on your calendar with prospects ready to learn more — no tech skills needed.

All-in-One Dashboard

Keep all your leads, notes, calls, and client info in one easy place — no more sticky notes or spreadsheets.

Smart Automation

Let the system handle follow-ups, reminders, and busy work — so you can focus on selling.

Real Support from Real People

One-on-one help to set things up, live chat when you need it, and expert support to walk you through anything.

In Simple Terms:

LIA CRM is like having a smart assistant, powered by AI, that builds your brand, tracks your prospects, nurtures and engages every lead, creates more appointments, and reminds you what to do— so you can focus on helping more families and growing your sales.