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Ramon Leon
Chief Technology Officer at Lifeley
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Work Experience
Chief Technology Officer
Apr 2024 - Present · 9 months
Vp Of Engineering
Sep 2019 - Apr 2024 · 4 years and 7 months
Chief Technology Officer
Sep 2006 - Sep 2019 · 13 years
Company Details
51-200 Employees
Lifeley empowers agents and agencies to maximize revenue. Lifeley offers access to top-tier insurance carriers and competitive compensation rates. Lifeley agents receive training, case management support, access to high-quality leads, and access to the latest in industry-altering technology to support every aspect of running their business. Lifeley.tech, Lifeley’s proprietary application, has three product suites. The Sales Life suite helps agents maximize their sales and get paid. The Agent Life suite helps agents grow and manage their teams. The Lead Purchasing suite offers an integrated solution for managing and distributing leads, both through paid and non-monetary transactions. Sales Life Sales Toolkit: Enjoy integrated customer relationship management (CRM), task management, calendar/appointment scheduling, and sales/pending deals tracking. Smart Reporting: View streamlined, simplified reports on everything regarding your sales and revenue. Agent Life Onboarding: Onboard and contract new agents with just a few clicks. Track and manage the onboarding process. Team Management: Get a bird’s-eye view of the team through an organization chart. See pertinent details like contact info, agent sales, and more. Recruiting: Easily add and manage recruits, schedule interviews, and capture recruiting leads with a QR code that leads to an agent-branded landing page. Lead Purchasing Leads Management: Keep leads organized and easy to assign or sell, no matter where they were purchased. Lead Distribution: Sell leads in a public eCommerce storefront, through regularly recurring orders, or manual transactions. Lifeley is led by insurance-industry insiders and tech-industry leaders who solve problems that traditional IMOs can’t even see. It was founded in 2018 by Peter Strack, an entrepreneur and venture capitalist with a proven track record of building, scaling, and selling multimillion-dollar companies.
Year Founded
2018
Social Media
LinkedinFacebookTwitter
Industry
Insurance
HQ Location
7380 W Sand Lake Rd 450 Orlando, Florida 32819, US
Keywords
FintechInsurance TechnologyLife InsuranceLead ManagementLife Insurance SalesLife Insurance Agency ManagementInsurance Agency RecruitingInsurance Carrier Solutions
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