The AI-enabled platform that gives life insurance agents and agencies one place to present, track, train, and close — so you can stop paying for scattered tools and start focusing on your clients.
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Trusted by 200+ agencies · Rated 4.9 by producers
How It Works
client-presentation.mp4
12:34 · 48 MB
Attach to presentation
liferida.co/v/jm-term-life-2026
Live Engagement
John Davis
2 min ago
Sarah Miller
Just now
Mike Ross
5 min ago
Views This Week
+34%John Davis engaged!
Watched 100% of Term Life presentation
Smart Follow-Up
Follow-up email sent
Personalized with viewing data
Meeting scheduled
Tomorrow at 2:00 PM
Term Life Policy — John Davis
$500K · 20-year term
Features
Stop paying $200+/month for scattered tools that weren't built for you.
Smart engine that pulls side-by-side carrier offers and makes smart recommendation based prospect profile, with sourced rationale. The fastest path from prospect profile to product recommendation.
Upload videos, attach Q&A docs, and generate trackable links. Know exactly when prospects watch.
See who opened, started, and completed your presentations. Follow up at the right moment.
Kanban board from Lead to Closed. Drag prospects through your pipeline as deals progress.
Built-in LMS for agencies to onboard and upskill agents with courses, quizzes, and per-agent completion tracking.
All your prospects in one place with full activity timelines. Import from spreadsheets in seconds.
Automated email and SMS sequences triggered by pipeline changes. Follow up at the right time, every time.
Generate scripts, prospect messaging, and knowledge base content in seconds. Powered by purposed-built and proprietary AI systems.
Landing pages, digital business cards, and trackable QR codes — all customized to your brand. Referral requests fire automatically as deals close.
Built for agencies that sell
Every opportunity, every touchpoint, every stage — organized the way life insurance actually works.
Pipeline
42 active opportunities
Joseph Hudson
Just addedAmaya Kwan
2 days agoDesmond Park
68% watchedMira Reyes
Live nowSaanvi Chen
$2,400/yrTomas Oduya
$3,150/yrRafa Morales
SignedPricing
Every plan includes a 7-day free trial. Cancel anytime.
Individual Plans
Everything a solo agent needs to start sending tracked presentations.
Save 10% with yearly billing
5 GB storage
AI-powered tools and automation for the agent who's scaling.
Save 10% with yearly billing
20 GB storage
Team Plans
Bring an agency team into one shared workspace.
Save 10% with yearly billing
50 GB shared storage
AI intelligence and per-prospect carrier comparisons for ambitious agencies.
Save 10% with yearly billing
100 GB shared storage
Full platform access and concierge support for enterprise agencies.
Save 10% with yearly billing
500 GB shared storage
Join agencies and agents who've simplified their workflow with LifeRida. 7-day free trial, cancel anytime.
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