EXERTUSFINANCIAL PARTNERS
The operating system for life insurance partners
Recruit. Promote.
Close. Repeat.
Exertus equips life insurance partners with an AI marketing vault, a self-serve lead bank, and a CRM built for the field — across IUL, Living Benefits, Annuities and Final Expense.
1,284
Active Partners
$4.2M
Premium Last 30d
62k
Leads Generated
$6.74
Median CPL
Built around the products you sell
Every product. Every channel. One platform.
I
IUL
Vault content · Ad templates · CRM pipelines
L
Living Benefits
Vault content · Ad templates · CRM pipelines
A
Annuities
Vault content · Ad templates · CRM pipelines
F
Final Expense
Vault content · Ad templates · CRM pipelines
M
Mortgage Protection
Vault content · Ad templates · CRM pipelines
The full stack
Seven tools that replace twenty.
AI Assistant
Your 24/7 co-pilot for scripts, objections, illustrations and follow-ups.
Marketing Vault
AI-generated reels, carousels, emails, and webinars for every product.
Lead Bank
Set a daily budget per product. We run the ads. Leads land in your CRM.
Activity Feed
Live wins from every partner — closes, ads launched, badges earned.
Team Rooms
Invite codes, tagging, collaboration. Build a downline that actually moves.
Rankings & Badges
Points for every action. Climb the board. Earn badges that compound.
For ambitious partners
Stop renting tools. Own your distribution.
- AI-generated content for every product, refreshed weekly
- Self-serve ad budgets — pause, scale, or pivot in one click
- Team rooms with invite codes, badges and live rankings
- CRM with tagging, collaboration, and full pipeline visibility
- Activity feed that turns your team into a movement
- Points for every action — building habits that compound