IUL.org CRM Setup
Choose how you’d like your CRM set up below, click your option, and follow the easy steps.
Perform This On A Computer
Not a Tablet nor Phone.
RECOMMENDED
Tailored For You
For Agents who have their own sales process, and want their CRM to match:
Tailored for You - we’ll customize your CRM setup manually for your business and process.
POWERDIALER
For Agents with time to pick up the phone and call their leads:
A ready-to-use phone-based follow-up system for quick lead calls. It also has some additional value- add workflows like missed call texting, happy birthday and a good will newsletter.
AI SCHEDULER
For Top Producers and Team Leaders trying to fit even more into an already busy schedule:
Installs a full AI assistant that books calls and manages your calendar.