Tech


The CRM Built for Insurance Agents — And Yours at No Cost

LifeLine CRM is your all-in-one sales, marketing, and automation command center. And if you’re a C & K agent, it’s completely free except for costs associated with SMS, email, and proprietary ai not in our control, but set at software minimal charges.

Tired of juggling multiple tools, spreadsheets, and platforms? LifeLine CRM gives you a unified solution that does it all — without the high subscription fees. Designed by our agents, for the agents, LifeLine helps you stay organized, automate your outreach, follow up like a pro, and never let another lead fall through the cracks.


Highlights:

📊 Real-Time Lead Pipeline View

📅 Smart Calendar with Auto-Reminders

🤖 Automated Emails, Texts & Voicemail Drops

🌐 Pre-Built Funnels & Lead Capture Pages

📈 Reporting Dashboard with ROI Insights


$300+/Month Worth of Software — Yours Free

While most agencies ask their agents to pay for tools like GoHighLevel®, Calendly®, Mailchimp®, or Pipedrive®, we believe in investing in YOU. That’s why we cover the full cost of LifeLine CRM and give you the training to maximize it.

Your LifeLine Includes:


🎯 Medicare & Life Insurance Funnel Templates

🧠 Drip Sequences for Leads & Clients

📱 Click-to-Call & Text Features

📝 Quoting Tools, Forms & Surveys

💻 Contact Manager & Custom Tags

📬 Email Builder with Templates

📥 Integrated Document Storage

🧩 API Integrations for Calendars, Websites, & More

Booking Calendar with Smart Routing


Ditch the phone tag. With your personalized booking link, leads can choose a time that works for them — and the CRM handles the confirmations, reminders, and even rescheduling.

Features:

Smart Time Zones

Auto-Follow-Up for No-Shows

Custom Availability per Product Line

Integration with Zoom, Google Calendar, & Outlook

Client Testimonial

"Paul at C & K Health Care Advisors made it so very easy for us to navigate the medicare system of choices. He also had great advice for our retirement investments. We highly recommend C & K Health Care Advisors for all your Medicare and retirement investment needs."

Oscar and Cindy

Pennsylvania

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DISCLAIMER:

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

This Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.