Your Agents Have
the Potential.
Give Them the Platform
to Prove It.
AGENT CRM | FINANCIAL ANALYSIS | LEGACY PLANNING
LifePlanner gives Malaysian insurance agencies one platform to manage agents, track performance, generate leads, and close more cases — no more spreadsheets, no more WhatsApp chaos.
Sound Familiar?
Most Agency Managers
Are Flying Blind.
No Idea Who's Performing
You don't know which agents are hitting their targets — and which are quietly falling behind until it's too late to do anything about it.
Agents Running on Gut Feel
No lead pipeline, no activity log, no follow-up system. Your agents are winging it every day — and your numbers show it.
Knowledge Lost in WhatsApp
Your best scripts, closing techniques, and product guides are buried in group chats nobody reads. Every new agent starts from scratch.
There's a better way.
One Platform. Three Pillars.
Everything Your Agency Needs
to Grow With Confidence.
LifePlanner brings together the tools agency managers need most — built specifically for the Malaysian market, not adapted from somewhere else.
Every Lead, Every Agent, One View
Full lead pipeline with activity tracking, automated scoring, and a live leaderboard. See who's putting in the work — and who needs a push.
Qualify Faster, Close More
Built-in Financial Needs Analysis tools help your agents spot coverage gaps and pitch the right products — turning conversations into signed policies.
Will Writing — Your Unfair Advantage
Generate professional wills and estate reports for clients in minutes. A high-value service your competitors can't easily copy — and one clients genuinely appreciate.
0
Agents Managed
across Malaysia
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Faster Pipeline Visibility
vs. spreadsheet tracking
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Malaysia-Built
for Malaysian insurance professionals 🇲🇾
Get Started
Ready to Run a
Tighter Agency?
We'll walk you through it in 20 minutes.
No sales pitch. No commitment. Just a real conversation.