SurveyGuizmo
All in one CRM for managing your life insurance leads, featuring integrated surveys, chats, and calls.
Everything you need to run your book
Stop stitching tools together. SurveyGuizmo replaces 5+ pieces of software with one CRM that was designed for agents.
Integrated surveys
Capture every detail you need from a lead before the first call, with conditional logic that adapts to their answers.
GuizmoGPT included
Every lead comes with an AI generated call brief, opener, objections, and close, tailored to their answers.
Call from the CRM
Click to call your leads, log the call, and keep every touchpoint attached to the contact record.
Built in chat & SMS
Message leads directly without juggling another tool. Templates and saved replies built for agents.
FCC 1-to-1 consent
Compliance-ready opt-in language and consent capture, made for the new 1-to-1 consent rules.
Pipeline & follow-ups
Stages, reminders, and automated follow-up sequences designed for the life insurance sales cycle.
Why agents pick SurveyGuizmo over generic CRMs
Salesforce, HubSpot, and GoHighLevel weren't built for life insurance. SurveyGuizmo was.
Policy templates
Pre built templates for Final Expense, IUL, Annuities, Mortgage Protection, Medicare and more.
Agency ready
Invite your team, assign leads, track agent activity, and manage rosters from a single dashboard.
Qualification built-in
SmarTag™ and conditional logic filter unqualified prospects before they ever hit your phone.
Try SurveyGuizmo free
No credit card required. Set up your account in minutes and start managing leads today.