A CRM built exclusively for independent insurance agents & brokers

If you can't track it,
you can't build it.

Built for the agent who is great with people — and ready to be just as good at running their business.

There is a family on the other end of every call you don’t make. Olivar makes sure you never miss one.

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Is there a lead in your phone right now whose name you’d have to search to remember what they needed?

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Do you know which of your placed clients’ coverage no longer fits their life today?

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If you left your brokerage tomorrow — would your entire book of business come with you?

Claim Your Founding Spot — $57 for Life See What’s Inside ↓

● 10 founding spots only · Beta closes June 15 · Regular price $127/mo

The Reality

“38% of insurance leads never receive a single follow-up.”

Not because agents don’t care — because there’s no system keeping track.

Behind every policy is a family counting on you to make the call.

You got into this to serve families — not to manage spreadsheets. But on a real Tuesday: you’re scrolling your phone trying to remember if you sent that quote. An application is pending and nothing’s reminding you to check it. A referral from last week is already going cold.

Nobody handed you the infrastructure when they handed you your license. And the CRM your brokerage gave you? The day you go independent, you’ll find out how much of your book you actually own.

78%

of buyers choose the first agent who reaches them. Not the best agent — the most organized one.

Why Olivar

Not the only CRM. The only one built for this.

Every alternative was designed for a different industry. Here’s the honest comparison.

Feature $57/mo HubSpot GoHighLevel AgencyBloc
Built for life & health agents ✓ ✗ ✗ Partial
Tells you what to do today ✓ ✗ ✗ ✗
Referral tracking system ✓ Partial ✗ ✗
Carrier hub ✓ ✗ ✗ ✗
Built-in booking & scheduling ✓ Partial ✓ ✗
Document upload & storage ✓ Partial Partial ✓
Your data is always exportable ✓ Partial Partial Partial
Client nurturing & follow-up ✓ ✓ ✓ Partial
Setup time Minutes Weeks Days–Weeks Days
Olivar
✓ Built for L&H agents
✓ Tells you what to do today
✓ Referral tracking
✓ Carrier hub
✓ Booking & scheduling
✓ Document storage
✓ Data exportable
✓ Client nurturing
✓ Setup: Minutes
Everyone Else
✗ Built for L&H agents
✗ Tells you what to do today
~ Referral tracking
✗ Carrier hub
~ Booking & scheduling
~ Document storage
~ Data exportable
✓ Client nurturing
✗ Setup: Weeks

HubSpot was built for B2B sales teams. GoHighLevel was built for marketing agencies. AgencyBloc was built for large group insurance practices. None of them were designed for the independent life and health insurance agent building their own book — from their phone, serving real families. Olivar was.

Claim Your Founding Spot — $57 for Life
Product

This is what you open every morning.

Not a mockup. The real dashboard — with your contacts, your pipeline, your follow-ups.

← Swipe to explore →

Live Demo

Don’t take our word for it.

Touch the actual dashboard right now — no account, no signup, no sales call. No other CRM at this price lets you do this.

Try the Live Demo →

No account. No signup. Just the real thing. Opens in new tab.

Claim Your Founding Spot — $57 for Life

10 spots · Beta closes June 15

Built Around Your Day

Everything you need. Nothing you don’t.

Wake up knowing exactly who to call

Every morning, Olivar tells you who to call, what to follow up on, and what can’t wait — ranked by urgency.

Every lead, call, and text logged automatically

Full activity history on every contact so you always know the full story before you pick up the phone.

Every referral tracked from source to close

Your highest-converting lead is the one a client hands you in passing. Olivar captures it in seconds and follows it to close.

Your data leaves with you. Always.

Your book of business is the asset you’re building — not your brokerage’s. Every lead, client, and note is yours to take.

What agents are saying

You’re not the first to feel this way.

“I had a lead from three months ago still in my phone. Great conversation — he said he’d think about it. I never followed up. Found out he bought from someone else. That was a real commission I just forgot about.”

Marcus · Independent life insurance agent

“When I left my first agency I realized I owned nothing. Four years of clients, notes, relationships — all living in their system. I started over with a spreadsheet and figured it out the hard way.”

Danielle · Former captive agent, now independent

“Every mentor told me to get a system. But nothing they recommended was built for someone selling life insurance between appointments, from their car, on their phone. I kept looking for the right fit.”

James · Life & health agent, 3 years in

50%

of sales go to the agent who responds first. Not the most experienced. Not the best presenter. The most organized.

38%

of insurance leads never receive a single follow-up. Not because agents don’t care — because there’s no system keeping track.

5 min

Contacting a lead within 5 minutes increases conversion by 400%. The agents winning aren’t working harder — they’re running better systems.

Who This Is For

We built this for a specific agent. Here’s how to know if that’s you.

Built for you if

  • ✓ You’re an independent or 1099 life & health insurance agent
  • ✓ You’re building your own book of business
  • ✓ You want to own your data — not rent space in someone else’s system
  • ✓ You’re doing 5+ conversations a week and losing track of follow-ups
  • ✓ You’ve ever left a commission on the table because you forgot to follow up
  • ✓ You believe in the long game — building relationships, not just closing cases

Not the right fit if

  • ✗ You’re a P&C agent (this isn’t built for your workflow — yet)
  • ✗ You want a done-for-you marketing system (Olivar manages your relationships — not your ads)
  • ✗ You’re looking for a drag-and-drop website builder
  • ✗ You’re not willing to learn a new system for 20 minutes
Claim Your Founding Spot — $57 for Life
Beta Pricing

Everything included. Nothing held back.

No starter plan. No features behind a paywall. The full platform — lock in your founding member rate before June 15.

Founding Member Rate
$57
per month
Regular price $127/mo · Your rate locked in forever
Founding spots: 10 totalBeta closes June 15

Applications reviewed personally. Not every applicant accepted.

Cancel anytime. Your data is always yours, always exportable. No contracts. No lock-in.

Founding member status means more than a discount. You get direct access to the founder, your feedback shapes what gets built next, and you carry this rate for life — no matter what we charge publicly.
Claim My Founding Spot — $57/mo for Life
Beta closes June 15, 2026 · 10 spots · Reviewed personally within 48 hrs
Ariel, Founder of Olivar

The Agent Who Shows Up — not just at the sale, but every year after it.

“I know what it costs a family when a policy isn’t in place. I’ve seen it — not in a case study, in my own family. I know the heartache. And I know that sometimes the only difference between a family being protected and not is whether an agent made a call. That’s why I built this. Not to make a great product — but because when an agent is equipped, families get protected. That’s what this is about.”

Ariel · Licensed Life & Health Agent · IN, GA, SC, OH, KY, MD · Indianapolis, Indiana · Founder, Olivar

Ready to build something real?

Claim Your Founding Spot — $57 for Life

10 spots · Beta closes June 15

How It Works

How to become a founding member.

Three steps. No sales calls.

Step 01

Tell Us About Your Business

Fill out the short application below — takes 3 minutes. We ask real questions because we’re looking for real agents, not just signups.

~3 minutes
Step 02

The Founder Reviews It

Every application is read personally — by the founder, not a team. You’ll hear back within 48 hours with a yes or a no, at the email you provide.

Within 48 hours
Step 03

You’re In. Rate Locked for Life.

Approved founding members get immediate access at $57/month — locked in forever. That rate never changes, no matter what we charge publicly.

Immediate access
Claim Your Founding Spot — $57 for Life

10 spots · Beta closes June 15

Questions

Answered honestly.

Brokerage systems are built to serve the brokerage — not you. They track production numbers and retention. Olivar is built around your business: your leads, your clients, your data. And if you ever leave your brokerage, everything comes with you. That’s not possible with most brokerage tools.
It’s locked forever. When Olivar launches publicly at $127/month, founding members keep paying $57 — for as long as they’re subscribed. That’s not a promotion. It’s a permanent rate as a thank-you for building this with us.
No. Before you cancel, you can export everything — every lead, client, note, and contact. Your data belongs to you and we’ll never hold it hostage. Cancel anytime, no questions asked.
If you can use your phone, you can use Olivar. It’s built to be picked up in minutes — no training calls, no onboarding sessions required. As a beta tester, anything you find confusing gets fixed based on your feedback.
Use it as your primary CRM for at least 30 days and share honest feedback — what works, what doesn’t, what’s missing. In return: the full platform at $57/month forever, and direct influence over what gets built next.
Olivar stores what you need to run your business — not your clients’ medical history. Contact information, policy interests, application status, follow-up notes, and business details. All data is encrypted in transit, protected with row-level database security so only your account can ever access your data, and never sold to any third party.

Still here? That means you’re ready.

Claim Your Founding Spot — $57 for Life

10 spots · Beta closes June 15 · Reviewed personally within 48 hours

Founding Member Application

This is your shot. Apply for your spot.

10 spots. Reviewed personally. You hear back within 48 hours.

⚡ 10 spots total · Beta closes June 15 · Reviewed personally within 48 hours

Application received.

Thank you. We review every application personally and will be in touch within 48 hours at the email you provided.

✓ SSL Secured ✓ Data encrypted & never sold ✓ Reply within 48 hrs
Claim Your Spot — $57 →