Help Clients Understand Their Protection Gap
Before the First Call
Turtelle connects you with employees who already know their Protection Score™ and are ready to close their gap. Plus a complete CRM and sales platform for your entire book of business.
No cost to join. Lead access after approval.
Everything You Need to Grow Your Practice
Turtelle is your complete agent operating system — not just a lead source
Protection Score™ Tool
Run a Family Protection Check™ for any prospect or existing client. Generate branded Protection Reports with your name on them. Share a unique link — clients fill it themselves.
Complete CRM
Manage your entire book of business — not just Turtelle leads. Track clients, policies, activities, follow-ups, and pipeline. Everything in one place.
Pre-Qualified Leads
Turtelle leads already know their Protection Gap. They've seen the Protection Cliff™. They're ready to have a conversation — not be educated from scratch.
Pipeline Management
Kanban and list view. Drag deals between stages. Track estimated commission. Know exactly where every opportunity stands.
Analytics Dashboard
Track your conversion rates, pipeline value, closed commission, and client growth. See what's working and where to focus.
Co-Branded Links
Get a unique turtelle.com/check/[your-name] link. Share it in your email signature. Clients who use it are automatically attributed to you.
How Turtelle Leads Work
The most pre-qualified leads in the industry
Consumer completes check
They answer 4 steps about their family, income, and coverage
Score calculated instantly
Protection Score™, Gap, and Employer Dependency shown
Lead enters marketplace
You see score data — no PII until you claim the lead
You claim and close
Unlock full contact details and add to your CRM pipeline
Simple Pricing
Start free. Upgrade when you're ready.
Starter
- ✓Up to 25 clients
- ✓Protection Score™ tool
- ✓Basic CRM
- ✓Pipeline tracking
- ✓No lead access
Most Popular
Pro
- ✓Unlimited clients
- ✓Full CRM & pipeline
- ✓Lead marketplace access
- ✓Analytics dashboard
- ✓Co-branded links
- ✓Email templates
Team
- ✓Everything in Pro
- ✓Multiple agents
- ✓Shared lead pool
- ✓Team analytics
- ✓White-label reports
- ✓Priority support
Billing coming soon — all plans free during beta. Plus pay-per-lead pricing for Turtelle leads.
Agent Requirements
Active License
Valid life insurance license in at least one US state
NPN Number
National Producer Number from NIPR
E&O Insurance
Active Errors & Omissions coverage