Less paperwork
for every sale.

A CRM and specialty tools for the independent agent, and a live production roll-up for the whole agency.

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The Push Tracker on a phone: an October push at $27,300 of a $50,000 ALP goal, 55% of the way, with the line “$1,513 a day keeps your Gold on track” and the daily log below.
The Push Tracker, shown with sample data. Included with Agency Pro.

For the independent agent

Your own CRM plus the Planet tools: lead export, policy filtering, and summary sheets. Everything you need to run your book, for $100/month.

See SteadyFlow Basic

For the agency

Every agent logs their day, and you see the whole agency's production roll up. One plan for your whole team, no matter how many agents.

See Agency Pro

Your CRM, plus the specialty tools that come with it

A complete CRM workspace, paired with lead and summary sheet tools built for independent agents.

  • Your own CRM

    Pipelines, contacts, calls, texts and appointments, all in one workspace.

  • Your Planet leads, on demand

    Save your Planet login once and we store it encrypted. Pull your assigned leads into a spreadsheet whenever you need them.

  • Client summary sheets

    At close, enter the client's info and the policy details. You get a clean PDF to hand them on the spot.

Running an agency? Agency Pro

Production Tracker, Team roll-up, Top 10, Daily ALP ledger and Recruiting pipeline, for everyone in your downline. $1,500 a month, with no agent limit.

See Agency Pro

Common questions

Do I need any tech skills?

No. If you can send an email, you can use SteadyFlow. Every tool is built for insurance agents.

Which lead portals do you support?

Right now SteadyFlow exports from the Planet lead portal. We save your login once (encrypted), then pull your assigned leads into a CSV whenever you need it.

What does the Summary Sheet tool do?

At close time, you fill a short form with your client's info and the policy details. SteadyFlow generates a clean PDF summary sheet you can hand the client on the spot, with no retyping onto the carrier's template.

Can I cancel anytime?

Yes. Cancel from your settings page at any time, with no cancellation fees. Your access continues through the end of your current billing period and you won't be charged again. All payments are non-refundable.