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.
Built around the products you sell
Every product. Every channel. One platform.
A coach in your pocket. Trained on what actually closes.
The Exertus AI Sales Coach answers your objections, drafts your scripts, builds illustrations, and walks you through every product the way a top producer would — in seconds, 24/7.
- Real-time objection handling for IUL, Annuities, FE and more
- On-demand scripts for cold calls, follow-ups and presentations
- Personalized coaching based on your pipeline and activity
Perfect your pitch. Then put it to the test.
Step into a live voice roleplay with an AI prospect. Get instant feedback on tone, objection handling, framing and clarity — so you walk into every real appointment battle-tested.
- Voice-to-voice simulations with AI clients (skeptical, curious, ready-to-buy)
- Performance scoring on tone, structure and objection handling
- Replay, review and improve before you ever pick up the phone
From licensed to legendary — one lesson at a time.
A built-in academy with bite-sized video lessons covering products, sales psychology, social media, ad strategy, recruiting and leadership. Earn certifications as you grow.
- Curated learning paths for new agents, closers and team builders
- Track progress, complete modules, unlock badges
- New lessons added every week — always current, never recycled
A funnel for every solution you sell.
High-converting landing pages for Infinite Banking (BYOB), Builders recruitment, and your personal partner page — all branded with your name and feeding leads straight into your CRM.
- Personalized URLs for every product line you market
- Built-in lead capture with automatic tagging and routing
- Click tracking, conversion analytics and downline attribution
Habits that compound. Wins that get seen.
Earn XP for every meaningful action — calls, closes, ads launched, recruits, lessons completed. Climb live rankings, unlock badges, and watch your team's activity feed light up in real time.
- Points for every productive action — building real habits
- Live leaderboards across your team and the whole network
- Unlockable badges, ranks and rewards that recognize the grind
Run your entire financial services business from your phone.
Leads, CRM, marketing, ads, training, coaching, recruiting, team rooms and rankings — every tool a modern producer needs, in one app. No more stitching together five subscriptions.
- Replace 10+ tools with one platform built for life insurance
- Mobile-first — close deals and recruit from anywhere
- Built-in compliance, branding and analytics across every channel
A truly bilingual platform. One click. Whole platform.
Every page, every section, every feature — instantly translated to Spanish. Built for the bilingual producer and the bilingual client. Toggle anywhere, anytime, with zero loss in quality.
- Full Spanish translation across app, landing pages and content
- Toggle language in the sidebar or on any landing page
- Capture and convert clients in their preferred language
The full stack
Plus everything else you'd expect.
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 Sales Coach + AI Role Player to sharpen every pitch
- Built-in Academy with new lessons every week
- Funnels for every product — BYOB, Builders, and your partner page
- Gamified XP, badges and live team rankings
- Fully bilingual — English and Spanish, anywhere on the platform
- Self-serve ad budgets, lead bank and full CRM included