Frequently Asked Questions

Everything your agency needs to recover the revenue already sitting in your CRM, all running together, is only $997/mo. Or choose only what you need starting at $397/mo.

Month to month. Cancel anytime

Learn more at our pricing page.

The pricing above covers the system itself - the automation, the campaigns, and the ongoing management. Two things sit outside that monthly price:

A2P 10DLC registration, a one-time carrier-required fee of $61 to $111 to register your business for text messaging. This is required by phone carriers for any business sending SMS, not something we add on - it protects your deliverability and keeps your messages out of spam filters.

Usage fees for the actual sending of emails and texts, which run about $30 to $50 per month for an average sized agency. This covers what the carriers and email providers charge per message sent - it's not a markup, it's the direct cost of the system reaching your leads.

There are no other hidden fees. What you see in the pricing above, plus these two pass-through costs, is the complete picture.

Most programs sell you a login and a new system to learn. You get access, a training video, and a to-do list — and it becomes one more thing sitting on your desk that you don't have time for.

We're not that. We build it, run it, and work it for you. You're not logging into a dashboard hoping you find time to send the next follow-up. There's nothing for your producers to learn, nothing for anyone on your team to remember to do. It just runs.

And unlike most programs that sell you new leads you have to pay for and hope convert, we start with what's already yours — the dead leads, the lapsed quotes, and the past clients already sitting in your CRM. You're not gambling on new prospects. You're recovering revenue you already earned once.

If you are sick of buying software that sits on a shelf for three months while you try to read an onboarding manual, this is for you. We build the engine, connect the pipelines, and load the scripts. Usually, we can have your database plugged in and the first reactivation email campaigns firing within just a few days. Text and ringless voicemail requires A2P registration, which does take a little longer. 

You don't need an IT background to get this off the ground, because we handle it all for you.

This isn't SEO. You aren't going to sit around for six months waiting for a blog post to rank on Google. Once we flip the switch on the engine, the inbound flow is almost immediate. If we launch a dead lead reactivation campaign on a Tuesday, your producers could be fielding prospects and booking appointments by that afternoon. The goal is to put real, actionable quote requests on your desk in the first week.

You never have to guess. Every email, every text, every touch across every pillar is tracked — who opened it, who clicked, who started a lead magnet and didn't finish, who came back to look again. That's not a vanity number on a report you get once a month. It's the same real-time view we use to run your account ourselves.

But tracking activity is only half of it. What actually matters is what lands on your calendar. You see every opportunity moving through the pipeline, every appointment booked, and the real dollar value sitting there — not clicks and impressions dressed up to look like progress. 

If it's not producing real, bookable opportunities, you'll see that too, and that's exactly what triggers the guarantee: if it's not working within 90 days, we keep working it until it does.

We are not course creators, and we do not sell training programs. You do not need another PDF download or a generic video module sitting on your desktop. We are a done-for-you operation. We build the workflows, run the traffic, and wire the automation directly into your pipelines. You pay us to execute the actual heavy lifting so you can stay focused on closing the deals that land on your desk.

You don't have to touch the software. This is a completely done-for-you service, not another do-it-yourself project that is going to sit on your desk and gather dust. We monitor the engine, adjust the pipeline, and optimize the workflows. If a specific text message or email script starts losing its edge, we catch it and swap it out. You focus on running your agency, managing your team, and writing policies. We make sure the machine stays gassed up and running.

Insurance agents are terrible copywriters. Forcing them to sit around typing out complex follow-up emails is a massive waste of payroll. We provide the proven, direct-response scripts that actually get people to reply. Your team doesn't have to guess what to say. The system fires off the initial hooks, and is loaded with the exact conversational frameworks to get the prospect engaged and ready to talk numbers.

None. If your team needs a three-week training seminar to use a tool, they will simply refuse to use it. We built this to operate quietly in the background. Your producers do not need to learn a complex new dashboard or memorize a massive software manual. They just work their pipeline exactly like they do today. When the system tees up a hot prospect, they get a ping, pick up the phone, and sell.

Not at all. Every standard agency management system has a basic export function. We literally just download the spreadsheet of your book, plug it in to the system, and it starts hunting for the revenue you're currently missing.

You show up for a couple of quick calls so we can map out your specific goals and get the necessary credentials. That is it. We don't hand you a massive checklist of homework. We go into the backend, connect the pipelines, build the automations, write the copy, and register your telecom numbers. You keep running your day-to-day operations, and we hand you the keys when the engine is fully fueled and ready to fire.

The engine scales directly with your operational footprint. If you have three physical offices or half your staff works from home, they all plug into the exact same centralized pipeline, from anywhere with an internet connection. The system routes quote requests to the right producers based on the rules we set up together. You get total visibility over what every single location and rep is actually doing without jumping between five different systems.

No. We don't use your carrier's logo, branding, or trademarked material to run these campaigns. The workflows and outreach are built entirely around you as a local advisor. We stay completely within the bounds of insurance and communication laws, and because we aren't pretending to be the carrier, their legal department has no reason to knock on your door.