You buy leads. You call once, maybe twice. After that, they sit collecting dust. Our system follows up 5–7 times over 3 weeks — automatically — so you book more appointments from leads you've already paid for.
You call the lead on day one. They don't pick up. You try again next day. After that? They rot in your database forever.
You're spending real money on every lead from your vendor. Without persistent follow-up, you convert only 5–10% of what you buy.
You know 5–7 touches is the magic number. But doing that manually across 50+ leads a week? Physically impossible for a solo agent.
No more leads slipping through the cracks. Your follow-up runs on autopilot while you focus on closing policies.
Plug in your lead vendors, CRM, or upload a list. Every new lead enters the automated pipeline instantly.
5–7 touchpoints over 3 weeks via email. Personalized messages that sound like you wrote them. Different angles, different value props.
When a lead replies interested, they get a direct link to book on your calendar. You show up and sell the policy.
Real numbers from insurance professionals who stopped letting leads die.
I was buying 200 leads a month and only converting 8. After turning on automated follow-up, I'm booking 22 appointments a month from the same lead volume. The ROI is insane.
— David L., Independent Insurance Agent, Phoenix AZ
AgencyBloc, Radiusbob, HawkSoft, or even a spreadsheet. We plug into whatever you already use.
Month-to-month. If it's not working, cancel anytime. We keep clients because of results, not paperwork.
Life, health, P&C, Medicare, final expense — we build custom sequences for each line so the messaging is always relevant.
We handle everything — messaging, sequences, CRM integration, testing. You approve and go live in 48 hours.
Each follow-up uses a different angle — urgency, social proof, education, personal story. Not the same bland email 7 times.
See exactly how many leads were contacted, who opened, who replied, and who booked. Full transparency on every lead.
Book a free 20-minute call. We'll look at your current lead flow and show you exactly how the automated sequence would work for your book of business.
Book a Free Demo CallFree · No commitment · 20 minutes