EverKeep for Agents
Protect the book of business you're building — not another CRM.
CRMs help you close the sale. EverKeep makes sure the client never lapses, cancels, or forgets who wrote it — while introducing you to the next generation.
30-day free trial — then $29/mo
Break-even is less than one saved policy. EverKeep is $348/year — keeping a single client from lapsing or surrendering typically covers it many times over.
Your branded client vault
AC
Your agent: Avery Collins
Northstar Benefits · Tap to call
Whole life
$250,000
Final expense
$15,000
Your retention alerts
- Term conversion window closes in 60 days
- Contingent beneficiary missing — 3 clients
- Spouse joined the family vault
Protecting 2,400+ families256-bit AES encryptionFree for your clients
Live in about 3 minutes
- 1
Brand your vault (60s)
Add your agency name, phone, and booking link.
- 2
Connect your clients
Send a direct invite link or import a CSV.
- 3
Autopilot retention
Clients get a secure vault with your contact card pinned at the top.
Want to see what your clients experience first? Explore an interactive client vault demo →
"A client added their adult kids as primary and contingent beneficiaries. EverKeep let them know, and two weeks later one of them called me about their own coverage — we wrote an $1,800/yr IUL. A routine designation turned into a warm referral."