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Choose your plan

  • Admin Dept. Outsourcing

    3,500$
    Every month
    Includes CRM Management / Review Scheduling, Compliance Regime and New Business.
     

  • Business Model Enhancement

    2,000$
    Every month
    Establish a proper business model to allow for scale and efficiency now and as you grow.
    Valid for 12 months

  • CRM management / Review scheduling

    1,500$
    Every month
    50 Clients updated or added in CRM and called for scheduling per month.
     

  • Compliance Regime and file audits

    1,500$
    Every month
    Protect your business with 15 full client file audit / reviews per month.
     

  • New Business Support

    1,500$
    Every month
    Focus on production and delegate 15 Deals for underwriting, enrolment or transfers per month.
     

  • Commission Tracking

    1,500$
    Every month
    +$3,500 Set up clients and policies for tracking
    **Includes Monthly commission tracking broken down by carrier, product, premium or asset amount.
    Valid for 12 months

  • Insurance Agent - Career Startup

    2,500$
     
    **Includes LLQP course, exam, consultation through the course, Future reimbursement of life and E&O.
    Valid for one month

  • CRM Setup and Coaching

    500$
    Every month
    +$5,000 Setup and Training, industry CRM.
    Valid for 12 months

  • LinkedIn AI Lead Gen

    400$
    Every month
    **Does not include the cost of LinkedIn Navigator which is also required.
     

  • Admin Dept Oursource/ Commission Edition

    3,500$
    Every month
    +$3,500 Commission Tracking Setup
    Includes CRM Management / Review Scheduling, Commission Tracking and New Business.
    Valid for 12 months

  • Managed LinkedIn AI Lead Gen

    1,150$
    Every month
    +$500 Messaging sequences and Integration.
    Includes management of all messaging and scheduling prospects into a Calendly calendar. **Does not include the cost of LinkedIn Navigator or Calendly which is also required.
     
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