Getting Started with Lineage

Welcome to Lineage, the CRM built for life insurance agents. This quick walkthrough gives you a tour of the platform so you know where everything lives before you start dialing.

Video walkthrough

What this covers

The video walks you through the main areas of Lineage:

• Leads and the Map — where your leads live, and how to filter them by status, age, time zone, and more.
• Calendar — appointments, two-way Google Calendar sync, and setting when your week starts.
• Policies — tracking the policies you write and their statuses.
• Messages — your texting inbox, which turns on once your texting registration is approved.
• Settings — adding a caller, buying phone numbers, registering for texting, call recording and retention, your lead statuses and sources, carriers, and billing.

Need help?

• Browse the rest of our knowledge base for step-by-step guides on each of these areas.
• Use the chat widget in the bottom-right corner of any Lineage page to reach our team.
• Or email us anytime at support@lineagecrm.com.

Updated on: 30/06/2026