Built for Life Insurance Agents

SurveyGuizmo

All-In-One CRM for managing your life insurance leads, featuring integrated surveys, chats and calls.

★ ★ ★ ★ ☆
4.3 out of 5 stars
Trusted by 300+ life insurance agents

Create surveys, generate qualified leads, book appointments, and close more policies for Final Expense, Annuities, IULs, and more.

“The surveys tell me exactly what the client wants before I call. My contact rate on Final Expense leads is way higher.”

Mike R. — TX • Final Expense

“Being able to bulk call leads and see their answers on one screen saves me hours every week.”

Sarah L. — FL • Annuity

“The Facebook Pixel setup is insanely easy. I launched ads the same day without touching anything technical.”

Jason M. — AZ • IUL

“Automated follow-ups cut my no-shows almost in half. I don’t have to chase leads anymore.”

Angela P. — OH • Final Expense

“Everything from surveys to booking appointments is in one place. It finally feels built for agents.”

Chris D. — CA • Annuity

“Using the Debt Elimination surveys helped me stand out. Leads are warmer and conversations are easier.”

Brian K. — GA • Debt Elimination
Trusted by agents from Family First Life, Lincoln Heritage Life Insurance Company, North American Senior Benefits & more

Everything You Need. Nothing You Don’t.

Features

SurveyGuizmo brings surveys, lead management, calling, booking, follow-ups, and analytics together in one simple CRM

SURVEYS

Create simple questionnaires to capture lead details, understand intent, and qualify prospects before you ever make the call.

TEMPLATES

Start fast with proven Final Expense and Annuity survey templates, or customize them to match your offer and market.

CALENDAR

Share your calendar link, let prospects choose a time, and keep your schedule full without back-and-forth.

POWER DIALER

Bulk-call your leads, track call activity, and stay focused without the need of switching between tools.

CONTACTS

Store survey leads, import outside leads, organize contacts, and manage your book of business from one clean dashboard.

EMAIL

Send emails or run campaigns to confirm appointments, nurture prsopects, share newsletters, and stay top of mind with your leads.

ANALYTICS

Track leads, contact rates, and activity so you can focus on what’s actually making you money.

WORKFLOWS

Set up simple workflows to remind, follow up, and reduce no-shows automatically.

PIXEL

Paste your Facebook Pixel directly into your survey and start running ads with confidence, no tech setup, no headaches.

RESPONSES

See all survey responses, click into each prospect, and review exactly what they answered before reaching out.

Works With Your Tools

Connect Google, Google Calendar, Zoom, and Google Meet for a seamless, all-in-one workflow.

SurveyGuizmo

Stop Overthinking. Start Closing

In a market full of generic tools, SurveyGuizmo focuses on what actually matters for Final Expense, Annuities, IULs, and more. Try it free for 14 days.

Billed Monthly

$97/month

Perfect if you want flexibility. Get full access to all SurveyGuizmo features with no long-term commitment, billed month to month.

Billed Yearly

$79/month

Get full access to everything SurveyGuizmo offers and save over $200 compared to the monthly plan by paying yearly.

See the Difference

Try SurveyGuizmo Free for 14 Days

Explore every feature, build surveys, generate leads, and follow up with prospects, no credit card required, no pressure, no setup headaches.

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