The all-in-one sales hub for Freedom Financial agents
Freedom Financial Sales Hub brings performance tracking, lead management, a built-in dialer, calendar booking, and team leaderboards together in a single platform built for life insurance agencies.
Everything an agency needs to run its sales floor
A complete toolkit that replaces spreadsheets and scattered tools with one connected workflow.
Performance tracking
KPI dashboards, sales funnels, and premium analytics that show each agent and the whole agency where they stand over the last 30 days.
Lead & client management
Import leads from CSV or a connected Google Sheet, work them through a pipeline, and keep client records organized in one place.
Built-in power dialer
Call leads directly from the browser with a Twilio-powered dialer, log dispositions, and keep momentum through your call list.
Calendar & appointments
Connect Google Calendar to view availability and book appointments with clients without leaving the platform.
Team leaderboards
Motivate the floor with live leaderboards and manager views into downline production and coaching opportunities.
Role-based access
Agents, managers, and assistants each see the data appropriate to their role and upline within the agency.
See the platform your team works in every day
Real views from the sales floor — from the dashboard to the dialer to the leaderboard.
Know exactly where you stand
Live KPI cards, a dials-to-sales conversion funnel, and premium analytics track your whole pipeline so every agent and manager can see production at a glance.
Track every policy and paycheck
Your book of business in one place — annualized premium, advance commission, average APV, and chargeback tracking, with each policy moving from submitted to issued.
Work your leads and book the call
Import life insurance leads, power dial them through your own line, and book appointments straight onto your calendar — engaged, booked, and upcoming calls all tracked for you.
Turn production into friendly competition
Agents of the Day and Agents of the Month rank the floor by annualized premium and policies sold — with a dedicated big-screen view to keep the whole office motivated.
How we use your Google account data
Freedom Financial Sales Hub lets agents sign in with Google and optionally connect Google services to power specific features. We only request the access those features need:
- Google Calendar. With your permission, we read and create calendar events so you can view availability and book client appointments inside the platform.
- Google Sheets (lead import). When you link a sheet, we use read-only access to import lead rows into your pipeline. We never modify your sheets.
We do not sell your data or use Google user data for advertising, and you can disconnect your Google account at any time from your account settings. Our use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
For full details, read our Privacy Policy.