The Producer package is designed for life insurance agents who want full control over their sales and marketing processes. This package gives you access to a powerful suite of tools that allow you to manage leads, automate client follow-ups, and streamline every aspect of your business. From custom pipelines and appointment booking to email and SMS marketing, you’ll have everything you need to build and manage your pipeline effectively. With tools like quick quoting, one-click carrier info, and AI-driven appointment scheduling, handling leads has never been easier. Tele-sales tools and automated client nurturing—including holiday and special occasion messages—help you stay connected and increase client retention. Plus, you'll gain access to a social media planner, funnel builder, digital business card, and a My Trusted Advisor website to professionally market your services. You’re not alone – join our daily Zoom Q&A sessions to ask questions and stay updated on best practices. The Producer package is perfect for self-starters ready to take their insurance business to the next level.

The Top Producer package is built for life insurance agents who are ready to elevate their lead generation and automate more of their sales process. You’ll get everything in the Producer package, but with the added benefit of direct support and collaboration to help you scale faster and optimize your lead generation efforts. With live lead generation support Monday through Thursday, you’ll have access to daily Zoom calls to refine ad strategies, email campaigns, SMS marketing, and audience building. Whether you need help with Facebook ads, ad copy, or pixel and API setup, our team will walk you through the process step by step. This package also includes custom automations and done-with-you campaigns to ensure your funnels and lead nurturing workflows are always optimized. From funnel reviews and landing page optimization to advanced API integrations and sales coaching, the Top Producer package is designed to give you the tools and expert support to generate leads consistently and grow your business without relying on third-party vendors.

The Marketing Agency package is designed for life insurance agencies that want hands-off, fully managed lead generation and marketing. This package includes everything from the Top Producer package, but with our team managing the entire process—allowing you to focus on closing deals and serving clients. We handle personalized ad campaigns, dedicated ad accounts, and landing page creation to ensure your business consistently attracts high-quality leads. From Facebook ads and mortgage protection campaigns to final expense and IUL ads, we cover all aspects of your lead generation. With weekly 1-on-1 strategy meetings, we’ll review performance, adjust campaigns, and provide insights to help you scale. Our team also manages A/B testing, nurturing automations, and competitor analysis to keep your ads optimized and your lead flow steady. If you’re ready to take your agency to the next level with full campaign management and lead generation, the Marketing Producer package delivers everything you need to grow—without the hassle of doing it yourself.

The Marketing Agency package is designed for life insurance agencies that want hands-off, fully managed lead generation and marketing. This package includes everything from the Top Producer package, but with our team managing the entire process—allowing you to focus on closing deals and serving clients. We handle personalized ad campaigns, dedicated ad accounts, and landing page creation to ensure your business consistently attracts high-quality leads. From Facebook ads and mortgage protection campaigns to final expense and IUL ads, we cover all aspects of your lead generation. With weekly 1-on-1 strategy meetings, we’ll review performance, adjust campaigns, and provide insights to help you scale. Our team also manages A/B testing, nurturing automations, and competitor analysis to keep your ads optimized and your lead flow steady. If you’re ready to take your agency to the next level with full campaign management and lead generation, the Marketing Producer package delivers everything you need to grow—without the hassle of doing it yourself.