Software built aroundthe work of an agent.
Ransom Life builds its own sales software. The portal brings lead details, notes, callbacks and recorded production into the working day, with practical tools for the people following up on coverage requests and managing their activity.
Explore a career with usLead information with context
Open a lead to review the original request and the details already recorded. A useful record helps you prepare for a conversation without relying on memory alone.
Follow-up you can organize
Schedule callbacks, save conversation notes and update contact outcomes. Those actions give your next contact a time, a purpose and a record of what came before it.
A record of your work
Recorded activity and production give agents a way to review what they have done. Keeping the information current makes the portal more useful for planning the next conversation and understanding the day's work.
The details you need for the next call.
Review the request, see your notes and check the next callback. The lead record keeps the context close to the actions that move the work forward.
Start with the lead details
Look at the coverage request and any earlier notes before reaching out. Identify the information you have, the questions you still need to ask and any commitment made in the last conversation.
Try the lead workspace
Explore three sample requests. Schedule a callback, record an outcome or save a note. See what changes in the lead record.
Alex Morgan
Family protection
The original request
Wants to understand coverage for a growing family.
- Coverage interest
- Family protection
- State
- Colorado
- Contact preference
- Afternoons
- Lead assignment
- One producer
Keep the request details alongside the conversation, callback and notes.
Review the details, then plan your first callback.
The details matter.
Can I try the workspace without using a real lead?
Yes. Try the interactive workspace on this page using sample lead records. You can add notes, schedule callbacks and change contact outcomes to see how those tasks fit together before working with your own records in the portal.
Why does Ransom Life build its own tools?
Our business includes lead generation and active insurance production, so we work close to the tasks the software supports. Building our own tools gives us a direct role in shaping how lead details, follow-up and recorded activity fit together.
Where do I access my account?
Use Portal Login from the site header to open your account. New lead buyers can create an account to review current packages. If you are joining the agency, follow the account instructions provided during your onboarding or contact your upline for help.
Build your career
with Ransom Life.
Get to know the role, the lead program and the people you would work with.