SUPPORT HUB
Welcome to the First Life CRM Support Hub—your central resource for assistance and tools to enhance your experience. Our dedicated support team offers expert guidance and a wealth of resources to help you succeed. Explore our comprehensive support channels and resource links below to get started.
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Our AI support has been highly trained, and in many cases will answer your question quickly and easily. Ask away!
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Frequently Asked Questions
What is A2P Phone Registration?
A2P (Application-to-Person) phone registration is a required process that allows your CRM (First Life CRM) to send text messages to your clients compliantly through carriers like AT&T, and Verizon.
When setting up your phone system, you’ll complete a short registration that tells carriers who you are, what your business does, and how you’ll use messaging.
We make this process simple by:
- Providing clear, step-by-step guidance inside your sub-account
- Giving proven examples for every question
- Helping you structure your answers to maximize approval rates
This ensures your number gets approved quickly and your messaging runs smoothly without interruptions.
To learn more, go to our phone and email walkthrough HERE
Do I get my own Phone Number? What does it cost?
The phone system operates on a usage-based model, meaning you only pay for what you use. You purchase either a local number or a toll free number, and techincally you can have as many numbers as you like.
Typical costs include:
- A small monthly fee for your phone number ($1.15/local, $2.15/toll-free)
- Low per-message (SMS/MMS) charges which are charged per text segment: $0.019/sms segment (please see this LINK for an SMS segment calculator)
- Low per-minute call charges:
Outbound calls: $0.032/min
Inbound calls: $$0.019/min
There are no large upfront costs, and pricing scales with your business as you grow.
For exact client-facing rates for all services, please refer to the services page.
What is the difference between Core, Core+, and Core+ Marketing Plan Levels?
Core – $97/month ($970/year)
Best for solo agents. Includes all essential CRM features needed to run your business with 1 user seat.
✔ Full core system access
✖ No Social Planner
✖ No Marketing tools
Core+ – $149/month ($1490/year)
Designed for agents building a team. Includes 3 user seats and additional tools.
✔ Everything in Core
✔ Social Planner (manage & schedule all social media in one place)
✔ Great for teams and growing agencies
Core+ Marketing – $297/month ($2970/year)
Built for scaling agencies ready to generate their own leads. Includes 6 user seats.
✔ Everything in Core+
✔ Full Marketing suite (run ads, generate leads, track performance)
✔ Access to ad templates and integrations
✔ Built-in lead generation tools
Includes a 14-day free trial, so you can test everything before committing.
Do you help set up new accounts?
Yes—we offer free account setup for every new client who opts in.
We’ll:
- Configure your core settings
- Set up your system properly from day one
- Walk you through a live demo so you know exactly how to use it
This ensures you’re fully set up and ready to go from the start.
Can I purchase leads from you?
Yes. We offer lead purchase options through trusted strategic partners specifically for life insurance agents.
Additionally, with the Core+ Marketing plan, you can:
- Run your own ads
- Generate leads directly inside the platform, and automatically field and qualify leads with automations, and you have the option to use Ai Voice, and Ai Conversation.
- Fully control your lead flow and scaling
Do I really need Core+?
Not necessarily.
Most solo agents will have everything they need with the Core plan.
Core+ is best if you:
- Have (or plan to hire) team members
- Need multiple users in the system
- Want help managing social media through the Social Planner
If you’re growing a team or scaling operations, Core+ becomes a very valuable upgrade.
New to First Life CRM?
About First Life CRM?
First Life CRM is an AI-Powered customer relationship manager built by a group of passionate agents to help insurance agents with their marketing campaigns.
Built Exclusively for Life Insurance agents, by life insurance agents. Because we need tools that are specific to us.