Stop Losing Policies to a Spreadsheet
Mentor CRM gives Life Planners a referral-tracking system that follows up automatically — so the only reason a prospect doesn't close is because they said no, not because you forgot them.
4.9/5 from 150 Life Planners
45,000+ policies tracked
The Spreadsheet Is Where Referrals Go to Die
"You forgot to follow up — again."
A warm referral from three months ago. You meant to call. It's still in row 47 of your spreadsheet with no follow-up date. They bought from someone else.
"Your pipeline is a lie."
You have no idea which prospects are ready to schedule, which ones went cold, or how many policies you have in progress. You're guessing.
"You're spending 10 hours a week on admin."
Updating spreadsheets. Writing reminder emails to yourself. None of that closes policies.
"If you are running your referral business on a spreadsheet, you are not running a business. You are running a memory contest — and memory always loses."
45k+
45,000+ Policies Tracked Inside Mentor CRM
35%
35% Avg. Increase in Closings — First Month
10h
10 hrs Per Week Saved on Admin Work
4.9★
4.9★ Average Rating from 150 Life Planners
HOW IT WORKS
Add Your Referral
Takes less time than typing a row in your spreadsheet.
Your Follow-Up Sequence Starts Automatically
Triggers reminders Day 3, 7 and 14. You don't need to remember.
See Exactly Who Is Ready to Schedule
Cold, warm, scheduled, pending policy. No more guessing.
Close and Log in 15 Seconds
Mark policy issued, log carrier, record product type.
Relationship tracking, automated.
Track Relationships, Not Cold Leads
Every contact is tied to who sent them and what they need.
Tag Every Prospect by Carrier and Product
National Life, Pacific Life, Transamerica, Prudential — or custom.
Never Let a Warm Prospect Go Cold
Set max days between touches. Mentor CRM brings them to the top automatically.
A Real Pipeline — Not a Color-Coded Spreadsheet
See close rate, carrier conversion, and where your revenue is coming from.
Follow-Up Sequences That Run Without You
Pre-built for Days 3, 7, 14, 30. Custom by product type.
Never Go More than X Days Without a Touch
You define the rule. The system ensures you follow it.
What Life Planners Are Saying
These are not CRM power users. These are independent Life Planners who wanted to stop losing referrals.
""I used to track my prospects in a spreadsheet and I was constantly letting warm prospects go cold on follow-ups. After switching to Mentor CRM, I closed 3 policies in my first month — just by following up with people I had already forgotten about.""
James R.
Life Planner | National Life & Pacific Life | Florida
""Before Mentor CRM, I had no idea what my pipeline looked like. Now I know exactly who to call every morning. I closed 5 policies last week alone.""
Sarah M.
Life Planner | Transamerica | Texas
""I was spending 10 hours a week updating my spreadsheet. Now it takes me 30 seconds after a call. I finally have my weekends back.""
Michael D.
Life Planner | Prudential | California
You're Probably Thinking One of These Things
"I don't have time to learn a new system."
Add your first referral in 30 seconds. No training, no onboarding call needed.
"My spreadsheet already works."
Your spreadsheet doesn't send reminders. It doesn't surface prospects automatically. You don't notice the loss — it just doesn't appear.
"I've tried CRMs before and they're too complicated."
Mentor CRM wasn't built for teams of 50. It was built for you — a Life Planner with a referral business. It comes pre-structured.
"What if I don't like it?"
Start free. No card. If you use it for 30 days and don't close anything extra — email us and we'll show you what to adjust.
Enterprise-Grade Security for Independent Planners
Mentor CRM uses 256-bit encryption and U.S.-based servers. Our logs are pre-structured to help with FINRA books-and-records inquiries. Your client data is yours — export it any time.
PRICING & PLANS
Start with a sandbox test-drive. No credit card required.
SANDBOX (DEMO)
$0
Sem cartão. Dados simulados.
AGENT (SOLO)
$59/mo
or $490/yr
TEAM (AGENCY)
$99/mo
(3 agentes inclusos)
Frequently Asked Questions
Is it really made for Life Planners or is it a generic CRM?
It's built specifically for the referral-based workflow of Life Planners. No cold lead features, no call center queues, no unnecessary complexity.
I already use Salesforce/HubSpot. Why change?
Generic CRMs need a dedicated admin to work well. Mentor CRM works on Day 1 because it's pre-built for your specific business model.
How does the Sandbox mode work?
It allows you to explore the full power of Mentor CRM with pre-loaded mock data. You can see the dashboard, menus, and automations in action without needing to connect your real contacts until you are ready.
Can I import my current spreadsheet?
Yes. We have a simple CSV import tool and a 1-page guide inside the app to help you migrate in minutes.
What does "FINRA Compatible" mean in practice?
Our log structure aligns with common books-and-records requirements. It doesn't replace your firm's compliance system, but it makes record-keeping easier.
Does it connect with carrier portals?
Not directly via API yet. You log your policy status manually in 15 seconds. Direct integrations are on our roadmap.
Is my data secure?
Yes. U.S.-based servers, end-to-end encryption, and GDPR/CCPA compliance. You can export or delete your data at any time.
What if I have more than 3 people on my team?
Our Team plan includes 3 seats. You can add more as needed. For large agencies, contact us for custom enterprise pricing.
The Referral You Got This Week Will Not Wait Forever
Every day a warm prospect sits in your spreadsheet without a follow-up is a day closer to them buying from someone else. Start free. No card.
Joins 150+ Life Planners already using Mentor CRM. Cancel anytime.