Elevate your future.
Everything you work in one place: leads, calls, quotes and follow-ups for Final Expense, Mortgage Protection and IUL.
Pipeline
Drag a card to move a lead between stages. Click a card to open it.
Clients
All leads in your book.
| Name | Phone | Product | Stage | State | Age | Source | Last touch |
|---|
Import leads
Upload a CSV from your lead vendor, Google Sheets or another CRM. Map the columns, tag the batch, and the leads land in your pipeline.
Map columns
Preview
Highpoint Dialer
Call from your browser with local caller ID, power-dial up to 3 lines, drop voicemails, and log every call to the lead automatically.
| Contact | Time | Outcome | Duration | Transcript |
|---|
WAVV
WAVV runs in its own window and can't be embedded inside this page. Paste the link you use to open your WAVV dialer and launch it from here.
Upload the CSV as a list in WAVV to power-dial this exact queue.
Quote & Compare
Slide or tap the amount to type it. Every carrier is priced at your amount plus four comparison amounts. Tap any amount to sort by it.
About the client
Drug and health information
Transamerica IUL
What matters most?
More options +
Estimate from Highpoint's model, shaped to typical illustrations for this kind of product. It is not a carrier illustration. An IUL is not a direct investment in the stock market; index credits are subject to caps, participation rates and floors, and fees and charges apply. Run the carrier's official illustration before presenting.
Crew Lobby
Everyone on the Highpoint crew: characters, ranks, stats and achievements. Green dots show who's online right now.
Calendar
Appointments and callbacks for your book. Set one from the dialer and it lands here.
Today
Coming up
0Screen a Client
Enter the health and lifestyle details you'd collect on the phone. The Highpoint Bot reads them like a field underwriter and tells you which product and plan type to expect.
Scripts
Openers, fact-finders and rebuttals for each product line. Float one over the dialer while you call.
Highpoint Bot
Underwriting help and sales support. Ask about a client, a condition, a carrier, or your book. It can read your clients, update leads and run the quoter.
Underwriting guidance is general and carrier guidelines change. Confirm with the carrier's current guide before you quote a rate class. Answers are powered by Claude.