Less paperwork.
More closes.
Your own CRM, plus the lead-export and summary-sheet tools built just for independent agents.
Your CRM, plus the specialty tools that come with it
A complete CRM workspace, paired with lead-export and summary-sheet tools built for independent agents.
Your own CRM
A complete CRM workspace — manage pipelines, contacts, calls, texts, and appointments, all in one place.
Export your Planet leads
Save your Planet login once — encrypted end-to-end. Click Export and get a dialer-ready CSV of your assigned leads in seconds.
Generate client summary sheets
At close, enter your client's info and the policy details. SteadyFlow drops it into a clean PDF you can hand them on the spot.
Common questions
Do I need any tech skills?
No. If you can send an email, you can use SteadyFlow. Every tool is built for agents, not marketers.
Which lead portals do you support?
Right now SteadyFlow exports from the Planet lead portal. We save your login once (encrypted), then pull your assigned leads into a dialer-ready CSV whenever you need it — no more clicking through pages.
What does the Summary Sheet tool do?
At close time, you fill a short form with your client's info and the policy details. SteadyFlow generates a clean PDF summary sheet you can hand the client on the spot — no retyping onto the carrier's template.
Can I cancel anytime?
Yes. Cancel from your settings page at any time, with no cancellation fees. Your access continues through the end of your current billing period and you won't be charged again. All payments are non-refundable.