Features Include:

Try Risk Free With a 7 Day Trial

Empower Your Agency

Plans Starting as Low as $50 Per Month

Complete Automated Sales Intelligence

Allow agents to have a clear and measured approach to lead and client followup. This will help lead to more consistent sales.

Drip Campaigns

Why hand type emails to clients when you can setup drip marketing campaigns? Discover the ease of use by marketing to clients on a grand scale and still maintaining the personal touch.

Lead Generation

Trying to find good leads is hard. The CAS marketplace makes it SIMPLE. Whether you are looking to gather referrals or looking for a good vendor CAS has you covered.


Growing your agency is hard enough. Let CAS make the onboarding process seamless and trackable.


Imagine being able to track agents licenses and appointments all in one place.

Workflow Management

As your agency grows being able to identify trends and discover where your agency needs to improve is an important part of your future success.

What Others Say About Us

I've been using CAS for over a decade now and it truly has been one of the biggest reasons for my agency's success

David L

I'm just a one man shop and CAS has been invaluable to my daily grind so I do not miss an opportunity.

Jake S

I have a few agents that are contracted with my small agency and CAS has made it so easy to help them develop and to make sure I am not wasting assets on leads that are not being worked properly.

Aaron R

The built in commission system that CAS has is truly a life saver. I was spending over 10K a month to process commissions and now I spend a fraction of that.

Matt R

Complete Agency Solutions

CAS has a proven track record of supporting thousands of Independent agents & agencies within the Life and Health industry. After releasing state-of-the-art Complete Automated Sale Intelligence (CASI), CAS has reinvested in Adhoc Realtime analytics and agency features that increase profitability, growth, and multi-line sales of new and existing customers.

Get Started