Built for Life Insurance Agents
SurveyGuizmo
All-In-One CRM for managing your life insurance leads, featuring integrated surveys, chats and calls.
Create surveys, generate qualified leads, book appointments, and close more policies for Final Expense, Annuities, IULs, and more.
Everything You Need. Nothing You Don’t.
Features
SurveyGuizmo brings surveys, lead management, calling, booking, follow-ups, and analytics together in one simple CRM
SURVEYS
Create simple questionnaires to capture lead details, understand intent, and qualify prospects before you ever make the call.
TEMPLATES
Start fast with proven Final Expense and Annuity survey templates, or customize them to match your offer and market.
CALENDAR
Share your calendar link, let prospects choose a time, and keep your schedule full without back-and-forth.
POWER DIALER
Bulk-call your leads, track call activity, and stay focused without the need of switching between tools.
CONTACTS
Store survey leads, import outside leads, organize contacts, and manage your book of business from one clean dashboard.
Send emails or run campaigns to confirm appointments, nurture prsopects, share newsletters, and stay top of mind with your leads.
ANALYTICS
Track leads, contact rates, and activity so you can focus on what’s actually making you money.
WORKFLOWS
Set up simple workflows to remind, follow up, and reduce no-shows automatically.
PIXEL
Paste your Facebook Pixel directly into your survey and start running ads with confidence, no tech setup, no headaches.
RESPONSES
See all survey responses, click into each prospect, and review exactly what they answered before reaching out.
Works With Your Tools
Connect Google, Google Calendar, Zoom, and Google Meet for a seamless, all-in-one workflow.
SurveyGuizmo
Stop Overthinking. Start Closing
In a market full of generic tools, SurveyGuizmo focuses on what actually matters for Final Expense, Annuities, IULs, and more. Try it free for 14 days.
Billed Monthly
$97/month
Perfect if you want flexibility. Get full access to all SurveyGuizmo features with no long-term commitment, billed month to month.
Billed Yearly
$79/month
Get full access to everything SurveyGuizmo offers and save over $200 compared to the monthly plan by paying yearly.
See the Difference
Try SurveyGuizmo Free for 14 Days
Explore every feature, build surveys, generate leads, and follow up with prospects, no credit card required, no pressure, no setup headaches.
© 2026 SurveyGuizmo, a GuizmoSolutions brand. All rights reserved.
SurveyGuizmo
TERMS & CONDITIONS
Effective Date: 17/02/2026Welcome to SurveyGuizmo, operated by Guizmo Solutions ("Business", "we", "us", or "our").By accessing or using https://surveyguizmo.com (the "Website") and our services, you agree to be bound by the following Terms & Conditions.1. Company InformationSurveyGuizmo is owned and operated by:Guizmo Solutions
Email: [email protected]
Website: https://surveyguizmo.com2. Services ProvidedSurveyGuizmo provides CRM software, lead management tools, marketing automation features, and related services for professionals and businesses.We reserve the right to modify, suspend, or discontinue any part of the service at any time.3. AccountsTo access certain features, you may be required to create an account.You agree to:Provide accurate and complete information
Maintain the confidentiality of your login credentials
Be responsible for all activity under your account
We reserve the right to suspend or terminate accounts that violate these terms.4. Payments & BillingAll payments are securely processed by our Merchant of Record.By purchasing our services, you agree to:Pay all applicable fees.
Authorize our Merchant of Record to process payments on our behalf.
Provide accurate billing information.
Prices may be updated at any time, but changes will not affect active billing periods already paid for.5. Subscription TermsIf you subscribe to a recurring plan:Your subscription will automatically renew unless cancelled.
You may cancel at any time before the next billing cycle.
Cancellation prevents future charges but does not retroactively refund past payments (subject to our Refund Policy below).6. Acceptable UseYou agree not to use SurveyGuizmo to:Send spam or unsolicited communications.
Violate any applicable laws.
Distribute harmful, fraudulent, or deceptive content.
Infringe on intellectual property rights.We reserve the right to suspend accounts that violate acceptable use standards.7. Intellectual PropertyAll software, branding, logos, content, and technology related to SurveyGuizmo remain the property of Guizmo Solutions.You are granted a limited, non-transferable license to use the service during your active subscription.8. Limitation of LiabilityTo the maximum extent permitted by law, Guizmo Solutions shall not be liable for:Indirect or consequential damages.
Loss of profits or business interruption.
Data loss resulting from third-party service interruptions.9. ModificationsWe reserve the right to update these Terms at any time. Continued use of the Website constitutes acceptance of updated terms.10. ContactIf you have questions regarding these Terms & Conditions, contact:[email protected]
© 2026 SurveyGuizmo, a GuizmoSolutions brand. All rights reserved.
SurveyGuizmo
REFUND POLICY
Effective Date: 17/02/2026This Refund Policy applies to all purchases made through https://surveyguizmo.com
and processed via Paddle.SurveyGuizmo is operated by Guizmo Solutions.1. 14-Day Refund GuaranteeWe offer a 14-day money-back guarantee from the date of initial purchase.If you are not satisfied with your purchase, you may request a full refund within 14 days of your first payment.Refund requests must be submitted by email to:[email protected]2. Subscription RenewalsFor subscription renewals:Refund requests must be submitted within 14 days of the renewal charge.Refunds beyond 14 days from the charge date are not guaranteed.3. How Refunds Are ProcessedAll payments and refunds are processed by our Merchant of Record.
Approved refunds will be returned to the original payment method. Processing times may vary depending on your bank or payment provider.4. Abuse of Refund PolicyWe reserve the right to deny refunds in cases of:Repeated refund requests.
Abuse of services.
Violation of our Terms & Conditions.5. ContactFor refund requests or questions:[email protected]
© 2026 SurveyGuizmo, a GuizmoSolutions brand. All rights reserved.