Lineage Mobile is designed for Final Expense and Medicare Insurance sales and service for agents and agencies. This is the companion app for customers of LineageCRM.com. It gives agents full access to their CRM data on the go — including leads, calls, texts, and notes — all synced in real time with their Lineage web account. Users can manage and update leads, use the interactive map, and search their leads and customers. Designed for speed, accuracy, and compliance, Lineage Mobile keeps field agents connected to their business while on the go.
