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
Common questions
What is the Turtelle Agent Network?
A network for licensed life insurance agents. Joining is free, and lead access starts after approval and license verification.
What tools do agents get?
Protection Score and Policy X-Ray tools to use with your own clients, plus a place to manage your book of business.
Are leads guaranteed?
No. Leads depend on availability, your verified licensed states and approval.
Which states can I work in?
Only states where your license has been verified by Turtelle.
Insights & Guides
Practical guidance for reviewing protection with your clients.
Growing an Insurance Business Through Trust and Technology
Discover how independent life insurance agents can grow sustainable businesses by combining education-first client relationships, responsible digital marketing, modern technology, and consistent service.
15 min read
CLIENT RELATIONSHIPS · ANNUAL POLICY REVIEWSBuilding Client Relationships Through Annual Reviews
Learn how independent life insurance agents can use annual coverage reviews, life-event check-ins, and personalized service to help clients keep their financial protection aligned with changing family needs.
14 min read
AGENT TECHNOLOGY · DIGITAL CLIENT ENGAGEMENTDigital Tools for Better Insurance Client Engagement
Discover how independent life insurance agents can use digital assessments, secure client invitations, policy review tools, and thoughtful follow-ups to improve client engagement without losing the personal touch.
14 min read