Premium Funnels

& CRM Systems

Built to Turn Insurance Leads Into Appointments

We build and manage your funnel, follow-up, calendar, and pipeline so every lead is contacted instantly, guided to book, and tracked all the way to close — without manual chasing or scattered tools.

One system. Fully built. Managed for you.

What you get (in plain English)

Lead → Booked → Close

Instant response

Every lead gets contacted immediately — even if you’re busy or offline.

Appointments on autopilot

Leads book themselves and get reminders — fewer no-shows, fuller calendar.

Nothing slips through

Every lead is tracked with clear next steps until it’s closed.

ONE SYSTEM • FULLY BUILT • MANAGED FOR YOU

Everything your leads need to book — and everything you need to close.

You’re not buying “software.” You’re getting a ready-to-run acquisition system: pages, forms, calendar, follow-up, and pipeline — built, branded, and automated.

What’s included in your system

DONE-FOR-YOU

Branded funnel pages Clean pages built to capture leads and push them to the next step.

Forms + instant lead alerts Every new lead triggers immediate notifications so you never miss one.

Automated SMS + email follow-up Multi-touch sequences that keep leads warm and move them to book.

Pipeline tracking + tasks Know where every lead is and what to do next — at a glance.

Calendar setup + reminders Instant booking with confirmations and reminders to reduce no-shows.

System Flow

Lead → Appointment → Close

1

Lead comes in Form submission triggers tracking + instant internal alerts.

2

Automated follow-up starts SMS/email sequences engage immediately to drive a booking.

3

Appointment gets booked Calendar booking + confirmations + reminders go out automatically.

4

Pipeline + closing Stages + tasks keep leads moving until they convert (or close out).

Want the fastest path to a working system? Start with the $1 setup and see the funnel live.

See packages Start for $1 →

PROOF YOU CAN SEE IN 10 SECONDS

See the funnel before you buy the system.

You’ll know exactly what your prospects will experience — and exactly how your follow-up works behind the scenes.

Starter Funnel

Open Full Size

Scroll inside the laptop to explore the full page.

Full System

Open Full Size

Scroll inside the laptop to explore the full page.

Want to see it live with your name + photo on it? Start for $1 and we’ll deploy your hosted funnel.

See packages Start for $1 →

PICK YOUR LAUNCH SPEED

Choose the system that fits your goals

One-time setup to launch. Simple monthly fee to keep everything running.

$1 Starter Funnel

TRY IT

$1one-time setup fee<

+ $9.99 / month hosting

Launch a personalized insurance funnel — hosted and managed for you.

Personalized detailsName, photo, phone, email, NAA number.

Hosted for youNo CRM login required.

Email lead alertsInstant notifications.

Start for $1 →

Pro System

From checkout to launch

No tech headaches. No guessing. Just a clear path from payment to a live, working system.

1

Choose your plan

Pick Starter, Pro, or Elite based on how custom you want your system to be.

Takes < 1 min

2

Complete payment

Secure checkout for your setup fee and monthly system access.

Secure checkout

3

Answer a short survey

Share your branding + details so we can personalize everything correctly.

5–7 quick questions

4

Get your access by email

We send your live funnel link (and CRM login for Pro/Elite) to your email.

Usually 24–48 hrs

QUESTIONS PEOPLE ASK BEFORE THEY BUY

Everything you need to know — in plain English.

No surprises. No confusing tech talk. Just clear answers so you can choose the right package.

Do I need to “learn GoHighLevel” to use this?

Nope. The system is built for you. With Starter, you just receive leads. With Pro/Elite, we also give you a simple workflow (pipeline, tasks, calendar) and a quick walkthrough so you can confidently manage leads.

What does the monthly fee cover?

$9.99/mo (Starter) covers hosting, uptime, lead delivery, and maintenance.

$29.99/mo (Pro/Elite) covers your CRM account access, automation engine, pipeline + tasks, calendar tools, lead storage, and ongoing platform maintenance.

Can I cancel anytime?

Yes. You can cancel the monthly fee anytime. Starter cancels hosting. Pro/Elite cancels account access and automations. If you want, we can export your leads before cancellation.

How fast can I go live?

Starter can be live fast once we have your name, photo, phone, email, and NAA number.

Pro/Elite goes live after we apply your branding + confirm your calendar, pipeline stages, and follow-up flow.

Can my team access the CRM too?

Yes. Pro and Elite include up to 10 users. You can assign leads, track tasks, and keep everyone accountable without “where is that lead?” messages.

What’s the difference between Pro and Elite?

Pro uses a premium template layout customized to your branding (fast + proven).

Elite is fully custom design (layout + sections + visuals built from scratch). Both include the same automation + CRM access.

Ready to launch? Start with the $1 Funnel or jump straight into Pro.

Back to packages Start now →