SunizeHQ replaces your spreadsheets, scattered tools, and manual workflows with one unified platform — built exclusively for independent life insurance agencies.
The heartbeat of your business
From closing deals to managing your crew — SunizeHQ is purpose-built for how life insurance agencies actually operate.
Track every dollar in and out. Income ledger, recurring expenses, and a live P&L summary — no spreadsheets needed.
Log every deal, auto-calculate upfront advances and renewals, track chargebacks, and import via CSV.
Visualize your agency's performance. Lead source breakdowns, state maps, carrier splits, and conversion funnels.
Rank your closers and setters by AP or deals closed for any time period. Keep the competitive fire burning.
Manage hours adjustments, time-off requests, and missed/unavailable hours — all in one place with pay impact tracking.
Send personalized onboarding invites via email and SMS. Track recruit progress through automated step-by-step journeys.
Unleash your team on leads. Integrated dialer with call logging, disposition tracking, and live transfer workflows.
Real-time team messaging with channels, @mentions, and direct messages. Keep your crew connected and coordinated.
Shared team calendar for appointments, follow-ups, and events. Stay on top of every commitment.
Your always-on agency assistant. Ask about commissions, deals, pay calculations, or have Nami log data for you.
Manage agency email directly inside SunizeHQ. No tab-switching, no context loss — everything in one command center.
Centralized training videos, carrier portals, scripts, and resources — organized and always accessible to your whole team.
SunizeHQ connects with the tools your agency already uses.
2 months free on every plan. No credit card required. Pay only for SMS, calls, and phone numbers you use.
Every legend starts somewhere
You only pay for what you use during the free trial
What's included
Not included
Every weapon, fully loaded
You only pay for what you use during the free trial
What's included
Not included
Command your agency from the top
You only pay for what you use during the free trial
What's included
Enterprise — 16+ agents, white-label, dedicated support
You only pay for what you use during the free trial
What's included
Usage-based billing — only pay for what you use:
Noah is your AI-powered outbound caller. He dials, qualifies, and books appointments — billed separately on top of any dashboard plan. Choose the minutes package that fits your team.
Noah AI Caller is billed as a separate subscription. Add it to any SunizeHQ plan. Overage minutes billed at the per-plan rate shown above.
Share your unique code. When referrals stay active for 3+ months, you earn free time.
Join SunizeHQ today. Your first 2 months are completely free — no credit card, no commitment.
Claim Your 2 Free Months →No credit card required · Cancel anytime · Setup in minutes