A revolutionary Opportunity Management System designed to maximize your business

Centralize and manage your Clients, Sales Leads, Recruits, and Seminars.

Designed and pre-configured for Lasting Mark Strategic Partners. Login and start using your new Opportunity Management System, or customize LINK+ for you and your business.

*LINK+ is provided and supported by Agent CRM

in partnership with Lasting Mark.

Centralize and manage your Clients, Sales Leads, Recruits, and Seminars.

Designed and pre-configured for Lasting Mark Strategic Partners. Login and start using your new Opportunity Management System, or customize LINK+ for you and your business.

*LINK+ is provided and supported by Agent CRM

in partnership with Lasting Mark

Centralize & Capture

All of Your Opportunities

Update & Organize Your Book of Business

Communicate & Broadcast to an Audience

Centralize & Capture

All of Your Opportunities

Update & Organize Your Book of Business

Communicate & Broadcast to an Audience

UPLOAD MORE LEADS

IN SECONDS

Our CRM is built with you in mind, making it super easy to add leads from any source. Want to drop in leads directly or transfer them from a CSV file? No problem! We've got you covered.

Our goal is to help you save time and effort, so you can focus on what really matters - closing deals and growing your business.

Get ready to enjoy a hassle-free lead management experience that feels like a breeze.

STAY ORGANIZED!

SALES LEADS, NEW RECRUITS, CLIENTS AND SEMINARS, ALL IN ONE SPOT

LINK+ was built by Impact, for Lasting Mark Agents! Our Leadership Team has decades of experience in Life, Health and Advanced Markets sales verticals.

LINK+ includes pre-assembled pipelines for Sales Leads, Client Management and Recruiting. We have even built and installed a full automation trail for the Recruiting Pipeline, to get you rolling!

Get ready to enjoy a hassle-free lead management experience that feels like a breeze.

*LINK+ is provided and supported by Agent CRM in partnership with Impact Legacy Group

UPLOAD MORE LEADS

IN SECONDS

Our CRM is built with you in mind, making it super easy to add leads from any source. Want to drop in leads directly or transfer them from a CSV file? No problem! We've got you covered.

Our goal is to help you save time and effort, so you can focus on what really matters - closing deals and growing your business.

Get ready to enjoy a hassle-free lead management experience that feels like a breeze.

STAY ORGANIZED!

SALES LEADS, NEW RECRUITS, CLIENTS AND SEMINARS, ALL IN ONE SPOT

LINK+ was built by Impact, for Lasting Mark Agents! Our Leadership Team has decades of experience in Life, Health and Advanced Markets sales verticals.

LINK+ includes pre-assembled pipelines for Sales Leads, Client Management and Recruiting. We have even built and installed a full automation trail for the Recruiting Pipeline, to get you rolling!

Get ready to enjoy a hassle-free lead management experience that feels like a breeze.

*LINK+ is provided and supported by Agent CRM in partnership with Lasting Mark.

SERVICE YOUR CLIENTS!

YOUR BOOK OF BUSINESS

We know how important it is to provide quality service & connect with your clients on a personal level. That's why we have pre-installed LINK+ with custom folders & custom fields.

Does your client have a Life, Final Expense, Medicare, Health, Annuity or Advanced Markets product? Does your client have a combination of those products? No problem! LINK+ is ready to receive the client & policy data, and of course report on it for you.

DIAL LEADS

AUTOMATICALLY

We know how important it is to connect with your leads on a personal level. That's why our power dialer lets you dial from area-specific phone numbers straight from the CRM, helping you establish trust with your prospects.

Our dialer comes with tailored scripts for each lead type. Say goodbye to generic pitches, and hello to meaningful conversations that make closing a breeze.

SERVICE YOUR CLIENTS!

YOUR BOOK OF BUSINESS

We know how important it is to provide quality service & connect with your clients on a personal level. That's why we have pre-installed LINK+ with custom folders & custom fields.

Does your client have a Life, Final Expense, Medicare, Health, Annuity or Advanced Markets product? Does your client have a combination of those products? No problem! ImpactLink Plus is ready to receive the client & policy data, and of course report on it for you.

DIAL LEADS

AUTOMATICALLY

We know how important it is to connect with your leads on a personal level. That's why our power dialer lets you dial from area-specific phone numbers straight from the CRM, helping you establish trust with your prospects.

Our dialer comes with tailored scripts for each lead type. Say goodbye to generic pitches, and hello to meaningful conversations that make closing a breeze.

SEND LEADS

EMAIL & TEXTS

We understand that growing your team and nurturing leads are essential to your success. That's why our CRM offers automated texts and emails to help you keep in touch without any hassle. This feature is designed to make your communication more effective, so you can easily recruit new team members and turn leads into clients.

With our CRM, you'll enjoy a seamless experience that supports your business every step of the way.

COMMUNICATE!

EMAIL, TEXT or CALL

We understand that communicating with your clients and nurturing leads is essential to your business. That's why LINK+ includes integrated voice calling, text messaging and email.

Text messaging and emails can of course be automated! Helping you keep in touch with those new recruits and sales leads, even when you're out of pocket!

*LINK+ is provided and supported by Agent CRM in partnership with Lasting Mark

SEND LEADS

EMAIL & TEXTS

We understand that growing your team and nurturing leads are essential to your success. That's why our CRM offers automated texts and emails to help you keep in touch without any hassle. This feature is designed to make your communication more effective, so you can easily recruit new team members and turn leads into clients.

With our CRM, you'll enjoy a seamless experience that supports your business every step of the way.

COMMUNICATE!

EMAIL, TEXT or CALL

We understand that communicating with your clients and nurturing leads is essential to your business. That's why LINK+ includes integrated voice calling, text messaging and email.

Text messaging and emails can of course be automated! Helping you keep in touch with those new recruits and sales leads, even when you're out of pocket!

*LINK+ is provided and supported by Agent CRM in partnership with Lasting Mark.

1. IDENTIFY YOUR AUDIENCE

2. CREATE A MESSAGE

3. SEND AN EMAIL OR TEXT MESSAGE

4. NURTURE OPPORTUNITIES

5. Close more Sales, RECRUIT MORE AGENTS, GENERATE MORE REFERRALS

1. IDENTIFY YOUR AUDIENCE

2. CREATE A MESSAGE

3. SEND AN EMAIL OR TEXT MESSAGE

4. NURTURE OPPORTUNITIES

5. Close more Sales, RECRUIT MORE AGENTS, GENERATE MORE REFERRALS

Make it yours, IF YOU WANT TO!

LINK+ is a user-friendly platform, equipped with all the essential tools that any insurance agent needs to manage their clients, sales leads, seminars and recruits, EASILY. It's pre-configured automations and pre-built custom folders & custom fields allows new users to sign up and get started quickly.

BUT, sky's the limit. All pipelines, custom folders, custom fields, automations, and more are fully customizable. You have access to a full suite of end user-accessible settings.

Make it yours, IF YOU WANT TO!

LINK+ is a user-friendly platform, equipped with all the essential tools that any insurance agent needs to manage their clients, sales leads, seminars and recruits, EASILY. It's pre-configured automations and pre-built custom folders & custom fields allows new users to sign up and get started quickly.

BUT, sky's the limit. All pipelines, custom folders, custom fields, automations, and more are fully customizable. You have access to a full suite of end user-accessible settings.