Built for How You Work
Whether you're a solo agent or running an agency, ClientFlow360 adapts to your workflow and helps you grow.
40+
Lead Vendors
3K+
Active Agents
30M+
Contacts Managed
99%
User Retention
Medicare Agents
Manage your Medicare book with confidence. From SOA collection to AEP campaigns, ClientFlow360 handles the compliance while you focus on enrollments.
- Automated SOA collection via email & SMS
- AEP campaign sequences ready to deploy
- Birthday and renewal reminders
- Lead vendor integrations for Medicare leads
Final Expense Specialists
Turn final expense leads into appointments with automated follow-up sequences. Track your pipeline and never let a hot lead go cold.
- Automated lead follow-up sequences
- Direct mail lead vendor integrations
- Appointment request automation
- Pipeline and conversion tracking
Independent Agents
Run your entire practice from one platform. CRM, marketing, compliance, and AI assistance—everything an independent agent needs to compete.
- All-in-one CRM and marketing
- MAX.AI content generation
- Integration with your existing tools
- Mobile access from anywhere
Agencies & Teams
Manage multiple agents, track team performance, and ensure consistent client experiences across your organization.
- Multi-user accounts with permissions
- Team performance dashboards
- Centralized lead distribution
- Consistent workflow enforcement
Ready to Transform Your Business?
Join thousands of insurance professionals already using ClientFlow360.