- No Monthly Fees. No Confusion. Just a System That Works.
Tired of Struggling with Leads?
Discover the CRM Built by Insurance Agents, for Insurance Agents!
Generate, Nurture, and Close More Leads — All for a One-Time Fee That Saves You Thousands.
Join this FREE, value-packed webinar and uncover the exact blueprint top insurance agents use to:
- Close more deals effortlessly.
- Save time with automation.
- Eliminate expensive monthly software costs.
- Close more deals effortlessly.
- Save time with automation.
- Eliminate expensive monthly software costs.
🎥 Watch Now: How I Built a Thriving Agency Using This System
Learn how you can automate your lead generation, nurture prospects, and close deals effortlessly.
My Journey
Hi, I’m Jason. I’ve spent nearly a decade in the financial and insurance space, and I know exactly what it’s like to feel stuck.
I graduated from Hofstra University and started as a captive agent, grinding to meet quotas and relying on systems that didn’t deliver. When I transitioned to becoming an independent agent, I finally had the freedom to grow—but I quickly realized I still faced the same obstacles:
- Generating consistent, high-quality leads.
- Nurturing leads while staying organized.
- Closing deals without feeling overwhelmed.
- Generating consistent, high-quality leads.
- Nurturing leads while staying organized.
- Closing deals without feeling overwhelmed.
It wasn’t just frustrating—it was costing me money and time. That’s why I created this CRM, a system built for agents like you and me.
Today, my agency thrives because I solved those challenges—and now I’m sharing that solution with you.
Introducing the CRM That Does the Heavy Lifting for You
This isn’t your average CRM. It’s a complete, done-for-you business system designed to:
- Attract High-Quality Leads with Proven Funnels.
- Nurture Prospects Automatically via Smart Follow-Ups.
- Close More Deals with a Streamlined Workflow.
- Save You Thousands with a One-Time Fee—No Monthly Costs.
- Attract High-Quality Leads with Proven Funnels.
- Nurture Prospects Automatically via Smart Follow-Ups.
- Close More Deals with a Streamlined Workflow.
- Save You Thousands with a One-Time Fee—No Monthly Costs.
Here’s What You’ll Get:
Done-for-You Funnels
Pre-built templates tailored for life insurance, IULs, and annuities that convert.
Automated Follow-Ups
Email and SMS systems that engage leads instantly without extra effort.
Pipeline Management
Track every lead and deal in one place, so you’re always organized.
Integrated Appointment Scheduling
Make booking calls with clients seamless.
Don’t Just Take Our Word For It
See What Others Are Saying:
🌟 “This CRM changed my life. I’m generating leads daily and closing deals faster than ever!”
– Sarah K., Independent Advisor
🌟 “The automation is a game-changer. It’s like having an assistant working 24/7!”
– Michael T., Insurance Agent
🌟 “Jason’s system is worth every penny. I’ve grown my business without the headaches!”
– Emily L., Financial Advisor
You Could Be Next!
This isn’t just theory. These are actionable, proven strategies used by agents generating results right now.
The Irresistible Offer
Transform Your Business with
One Simple Investment
🚀 Essential Plan
$1,000 (One-Time Fee)
Perfect for agents who want to automate their business and save money. Includes:
- Lifetime access to the CRM.
- Pre-built high-converting funnels.
- Automated follow-ups via email and SMS.
- Pipeline tracking and appointment scheduling.
- Lifetime access to the CRM.
- Pre-built high-converting funnels.
- Automated follow-ups via email and SMS.
- Pipeline tracking and appointment scheduling.
All-Inclusive Plan
$2,000 (One-Time Fee)
Designed for agents ready to dominate their market. Includes everything in the Essential Plan, PLUS:
- Advanced funnel templates for maximum lead conversion.
- Access to Jason’s ad copy library and proven marketing scripts.
- Lifetime updates with fresh ad strategies and features.
- A 1-on-1 onboarding call with Jason to get you set up for success.
- Monthly coaching calls for ongoing support and growth.
- VIP resources, including premium email nurture sequences and objection-handling scripts.
- Advanced funnel templates for maximum lead conversion.
- Access to Jason’s ad copy library and proven marketing scripts.
- Lifetime updates with fresh ad strategies and features.
- A 1-on-1 onboarding call with Jason to get you set up for success.
- Monthly coaching calls for ongoing support and growth.
- VIP resources, including premium email nurture sequences and objection-handling scripts.
🎁 Limited-Time Bonuses
(Available for Both Plans If You Join Today):
Here’s What You’ll Learn:
- Done-for-You Email Nurture Sequence ($500 Value).
- Target Audience Research Pack ($300 Value).
- Exclusive Facebook Ad Training Video ($200 Value).
- Jason’s Proven Ad Copy Vault ($500 Value).
- Done-for-You Email Nurture Sequence ($500 Value).
- Target Audience Research Pack ($300 Value).
- Exclusive Facebook Ad Training Video ($200 Value).
- Jason’s Proven Ad Copy Vault ($500 Value).
💡 Total Bonus Value: $1,500
👉 Your Price Today: $1,000 or $2,000
Why This Is a No-Brainer
Pays for Itself Quickly: Close just 1–2 deals, and you’ve recouped your investment.
Expert Guidance: Learn directly from someone who’s been where you are and built a solution that works.
No Monthly Fees: Save thousands annually compared to subscription-based tools.
Your Opportunity Won’t Last Forever!
This offer, along with all bonuses, is only available for the next 48 hours.
FAQs
Absolutely. It’s designed for simplicity, even if you’re not tech-savvy.
No! This is a one-time fee, and you’ll have lifetime access.
Most agents see results within the first 30 days of implementation.
You’ll receive onboarding support, monthly coaching calls, and ongoing updates to keep your system optimized.
🕒 Spots Are Limited—Claim
Yours Now!