Every lead answered in under 60 seconds.
Most agents do not lose deals on price. They lose them because someone else called back first. This is the CRM and the automation that make sure that someone is you.
- Under 60s response
- Visual pipeline
- AgentCRM Pro included
For agents already generating leads who lose them to slow response and inconsistent follow-up.
What you get
Automatic response in under 60 seconds
Text, email and WhatsApp fire the moment a lead comes in. Studies put it plainly: the first agent to respond usually wins the policy.
A pipeline you can actually read
Every lead in its stage, with its value and its next step visible. No spreadsheets, no prospects buried in a personal phone.
Follow-up that runs without you
Sequences that chase, qualify and book on your behalf. You get the qualified prospect at the moment they are ready to talk.
AgentCRM Pro included
The full CRM platform comes with your plan, configured and running. The accounts and the data are yours — if you ever leave, you take everything.
How it works
- Days 1-2
CRM and channels
We install the CRM and connect text, email, WhatsApp and social. Every lead starts landing in one place.
- Days 3-4
Automation and calendar
Under-60-second response, follow-up sequences, and booking with reminders. Your pipeline is wired end to end.
- Days 5-6
Tested with you
We run real leads through it from start to finish and adjust the wording, timing and rules until it sounds like your agency.
- Ongoing
Live and optimized
The system runs itself. Every week we review the numbers and tune what books more appointments.
Questions people ask
How is this different from HubSpot or Zoho?
Those are general-purpose CRMs you have to configure yourself, and most agents never finish. This one arrives already set up for insurance: the follow-up sequences, the qualification questions and the booking flow are built and running on day one.
I already pay for a CRM nobody uses. What changes?
That it comes configured, with the automation live and your team trained. A CRM nobody uses is an expense. One that works on its own is an appointment machine.
Do I lose my current contacts?
No. We migrate your whole database and reactivate it — the old leads you gave up on are usually the system's first appointments.
Does my team need training?
It is included. And because the system does the repetitive work, the essentials take days to learn, not months.
Is the data mine?
Yes. The accounts, the contacts and the data stay yours. If you leave, you take all of it.
Let’s see if it fits your business.
A 30-minute call, no commitment. We look at how your leads come in today and tell you straight whether this would move the needle for you.