LifeEdge Pro
LifeEdge Pro feature

Parking Lot Mode: an AI game plan for the meeting you're about to walk into

Parking Lot Mode is the appointment-preparation feature in LifeEdge Pro, an AI-powered CRM for life insurance agents. In the minutes before a meeting, it turns what you know about the prospect into a plan: what to ask first, what to explore, what objections to expect and how to respond.

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What Parking Lot Mode is

Parking Lot Mode (PLM) is a LifeEdge Pro feature that generates a preparation brief for one specific appointment. You describe the prospect and the meeting, or start from a contact in your CRM, and PLM writes the plan. It is built on the idea that most agents don't need more training. They need better preparation before the appointment.

What's in the plan

Each Parking Lot Mode plan has eight sections:

  1. Conversation Opener: the first question to get the prospect talking.
  2. Discovery Questions: what to ask to understand the situation.
  3. Story to Use: a story suited to this prospect.
  4. Meeting Strategy: how to run the conversation.
  5. Closing Line: how to ask for the next step.
  6. Focus Areas: the topics most worth your time.
  7. Product Fit: suggested products, limited to the ones you sell.
  8. Objection Handles: likely objections and how to answer each.

Close Probability Score

The same screen shows a Close Probability Score: a percentage with a category label, plus the strengths, risks, tips and strategy behind it. It is built from the details you enter, such as relationship, meeting type, pain level, budget and whether the prospect is the decision maker. It is a prioritization aid, not a prediction you should rely on.

What you enter

If you launch Parking Lot Mode from a contact in your LifeEdge Pro CRM, the form is prefilled from that contact, and the plan is saved to the contact's history.

Products: only the ones you sell

Every LifeEdge Pro agent selects the product lines they sell, such as term, whole life, IUL, universal life, final expense, annuities, long-term care or disability income. Parking Lot Mode's product-fit suggestions stay within that list.

What Parking Lot Mode is not

Availability by plan

PlanParking Lot Mode
FreeNot included
Essential ($19.99/mo)Included in a shared pool of 8 AI actions per month
Pro ($29.99/mo)Unlimited runs

New accounts start with a 14-day free trial. No credit card is required. See full pricing.

Frequently asked questions

What is Parking Lot Mode?

A LifeEdge Pro feature that generates an AI game plan for a specific appointment, with a Close Probability Score alongside it.

Is it a lead queue for inactive leads?

No. It is an appointment-preparation feature.

Does it coach me during a live call?

No. It prepares you before the meeting.

Which products does it recommend?

Only products you have said you sell.

Which plans include it?

Essential (shared monthly pool) and Pro (unlimited), plus the 14-day free trial.

Parking Lot Mode output is generated by AI from the information you provide. It is a preparation and prioritization tool and does not constitute financial, insurance or underwriting advice. Always conduct a complete needs analysis with the client.