Sell More. Stress Less.

Built for agents who want to...

keep it simple.

book more appointments.

follow up like clockwork.

Stop wasting time.

keep clients for life.

keep it simple.

Spend less time managing and more time closing with our all-in-one CRM.

We’ve Built a System So Powerful, It Works on Its Own.

Your leads are managed, your deals are closed, and your reputation grows.

The real question is: How?

Turn Clicks Into Clients — Automatically

  • Capture new prospects 24/7 — even while you're off the clock.

  • Automate the first step so you're only talking to people who are ready to go.

  • Custom landing pages and forms that guide visitors straight to booking a call.

Appointments That Set Themselves

  • Clients book on their own — no texting, no calling, no waiting.

  • Automated reminders keep them committed and reduce last-minute drop-offs.

  • Your calendar updates in real time, so you're always in control.

Follow Up Like a Pro — On Autopilot

  • Built around how real insurance clients: think, respond, and make decisions.

  • Follow-up messages that feel: natural, personal, and right on time.

  • Proven sequences that move people from curious to committed — without being pushy.

Every Conversation In One Place

  • Every Message. Every Platform. One Dashboard.

  • Respond Faster. Close More.

  • No Lead Slips Through the Cracks—Ever.

Know Exactly Where Every Lead Stands — From Quote to Close

  • Spend less time managing and more time closing.

  • See every lead’s status at a glance — no guesswork, no spreadsheets.

  • Instantly spot who needs a follow-up, who’s ready to close, and who’s gone cold.

Keep Clients Coming Back.

And Bringing Friends.

  • Clients get value. Their friends get outreach. You get
    growth.

  • Stay in touch and spark referrals—without chasing or remembering a thing.

  • It works while you’re working... or not.

Automation That Works the Way You Do

  • Built to mirror the way you work—so your follow-up feels natural, not robotic.

  • Actions fire based on what your leads actually do (or don’t do), so nothing feels out of place.

  • Designed to follow your exact process, so you stay in
    control while the system handles the rest

Your Personal Performance Dashboard—Built to Make You Better

  • A private view into your performance that hits different when you actually see it.

  • Tracks more than numbers—it reveals what’s driving your results.

  • Built to challenge yesterday’s version of you.

  • The deeper you look, the more it tells you.

Dial Like a Pro— Cut the Clutter,

Close More Deals.

  • Say goodbye to endless lead scrolling — the system automatically keeps your leads in check.

  • More calls. Fewer distractions. Higher results.

  • Effortlessly stay on top of follow-ups without the chaos.

Your Official Badge of Trust—Verified

  • Instantly prove your credibility with a verified presence that clients can trust.

  • Stand out with a professional, verified page that shows you mean business

  • Give prospects the confidence they need to make the right choice — you’re the real deal

A system built to work for you.

Automate your leads, follow-ups, and growth—effortlessly.

No clutter. Just results.

Pricing

Monthly

$129/mo

Lead capture and automated workflows

Automated follow-ups and reminder

Personalized performance dashboard

Customizable client behavior sequences

Priority Customer Support

Seamless tool integration

24/7 access and control

Regular updates and new features

Easy Onboarding—We Do It All For You

Getting started couldn’t be simpler. Provide a few quick details, and we'll handle the rest including your A2P approval, full account setup, and everything you need to start immediately.

Effortless A2P Approval (We Handle It)

Done-for-You Account Setup

Step-by-Step CRM Course Covering Every Feature

Quick and Simple Process

Dedicated Support at Every Step

Are there any extra costs for using the CRM?

The CRM includes everything you need, but there are additional charges for SMS, phone calls, and emails, based on your actual usage.

You only pay for what you use.

Are there any extra costs for using the dialer?

Yes, the dialer comes with an additional cost. However, it includes unlimited calling with no per-minute charges. It also unlocks essential features like spam protection and advanced call tools, which are fully explained inside your account.

Do I need to be tech-savvy to use the CRM?

Not at all. We take care of the full setup for you, and you’ll also get access to a step-by-step CRM course that walks you through how to use every tool. If you’re comfortable with basic software, you’ll be up and running in no time.

Can I upload my existing leads into the CRM?

Yes! You can easily import any list in CSV format, and we’ll help you get everything loaded into the system.

Is there a mobile app available?

Yes! You can access the CRM through the LeadConnector app, available on both iOS and Android. It lets you manage leads, conversations, and tasks right from your phone.

The System's Built. The Tools Are Ready.

Now it's your move.

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