Latch-CRM · latchcrm.live
Automate everything
but your sale.
Sage works the pipeline, the follow-up and the paperwork. You work the close. Built for life insurance producers. Free for 14 days, cancel any time.
2 months free
Solo
Solo producers
$83/seat/mo
Billed annually — $990 per seat. Save $198.
- ✓Pipelines and lead management
- ✓Calling and SMS, usage billed
- ✓5-minute Speed-to-Lead routing
- ✓Latch-Sage assistant
- ✓LatchLab lead marketplace
- ✓Calendar booking with Meet links
- ✓TCPA consent and DNC compliance
Most popular
Pro
Producing agencies
$124/seat/mo
Billed annually — $1,490 per seat. Save $298.
- ✓Everything in Solo
- ✓Latch-LeadLens AI pre-call briefs
- ✓Automations and workflows
- ✓Commission tracking
- ✓Round-robin team assignment
- ✓PolicyLatch client portal
Master
IMOs and downlines
$249/seat/mo
Billed annually — $2,990 per seat. Save $598.
- ✓Everything in Pro
- ✓Recruiting and onboarding pipeline
- ✓Downline overrides
- ✓Licensing tracking
- ✓White-label branding
- ✓Cross-sell engine
- ✓Priority support
Card required to start the trial. You are not charged until day 15, and you can cancel before then from your account. Calling and SMS usage is billed separately at cost.