GO PRO! UNLIMITED SUPPORT FOR SETUP, MARKETING HELP, AND MORE!
For the next 90 days, we’ll run your ads, give you the CRM (we'll set it up together), and give you UNLIMITED ACCESS to the full team. Upgrade to the Agent CRM Pro Plan with this one-time offer, and let's get you going FAST!
Basic Plan (What You Have Now with the 14-Day Free Trial)
Start with the basic business automation & managment tools
Automation Engine
Producer Website
Calendar Tool
Calling and Texting
Full Suite of Business Automations
Text & Email Templates
AgentAI
Power dialer
24/7 Support
Live Training Sessions / Replays
10 minute 1-1 "QuickFix" support sessions
High-Conversion Ads Templates
Simplified Ad Launcher
Giveaway Funnel Campaign
Downgrade any time
Daily Ad Review Sessions
BONUS: Unlimited 1-1 tech and ad support
$97/month
You're on the 14 Day Free Trial Now
Agent CRM Pro - Best Value
Experience real growth with experts guiding you to generate new leads through Facebook and Google Ads
Automation Engine
Producer Website
Calendar Tool
Calling and Texting
Full Suite of Business Automations
Text & Email Templates
AgentAI
Power dialer
24/7 Support
Live Training Sessions / Replays
10 minute 1-1 "QuickFix" support sessions
High-Conversion Ads Templates
Simplified Ad Launcher
Giveaway Funnel Campaign
Daily Ad Review Sessions
Downgrade any time
BONUS: Unlimited 1-1 tech and ad support
$297/month
Discount Below...
When you sign up today, you’ll get 90 days of Agent CRM Pro, including:
Agent CRM Pro with AdBase
Insurance Ad Library
My Best AI-Powered Follow Up Bot
Unlimited Campaign Review Sessions
Giveaway Funnel System
As many "expert tech time" calls that you need
Normal Price: $991
Today Available For ONLY:
$555
Then $297/month (you can downgrade anytime)
Powered by:
Grow Risk-Free With Our Excellence Guarantee: Appointments For Less $ Or You Don’t Pay
If we take all the action steps together and I still can’t get you appointments cheaper than what you’re paying now in the next 90 days, you’ll get your money back. You are responsible for the ad spend, and for regularly connecting with my marketing team so that we can review your ads with you.
Dear Insurance Agent
Important Details About This Offer
I want to be 100% transparent with you about how this works. This program is a partnership. My team and I will bring the CRM, the ads, the funnels, and daily support — but I need you to show up too. Here’s why:
Ad spend is on you. We’ll guide you on what to budget, but the ad costs come from your account. That way you’re always in control of how much you’re spending.
Ad reviews are critical. The guarantee is only valid if you attend at least 6 ad review sessions in your first 90 days. These are where we look at your campaigns together and make the adjustments to meet your goals. If you’re not there, we can’t optimize.
New to ads? No problem. If you’ve never run ads before, we’ll set a clear baseline goal together during your onboarding call.
Together, we’ll fill your calendar with more affordable sales appointments — guaranteed.
I built this program to take all the risk off your shoulders. If you do your part and show up, I’ll take on the rest.
This program includes 90 days of access to Agent CRM Pro and full support from Alex’s team.
You are responsible for your own ad spend and the phone system charges. We’ll help you set budgets and optimize, but ad spend and the cost of sending text messages to your leads is not included in this offer.
If we cannot help you book sales appointments for less than what you’re currently paying, you’ll receive a 100% refund of your program fee ($555.00 maximum).
The Guarantee is valid only if:
1. You attend at least 6 ad review sessions in the first 90 days.
2. You launch the recommended campaigns with us during your scheduled calls.
3.You provide accurate information about your current appointment costs.
4.You are not a current Agent CRM user (all Agent CRM users have access to these tools already)
After 90 days:
This program is a 90 day sprint with prescribed action steps, and campaigns to launch. We'll take a lot of action together early on to get you up to speed, and after 90 days, your account will convert into a monthly subscription of $297/month unless you cancel or downgrade to the basic plan.
After day 90, you'll be in a maintain and optimization phase where you can keep coming back to our team to continue developing and optimize your system with unlimited Pro help!
Frequently Asked Questions
What exactly is guaranteed?
If we can’t help you book sales appointments for less than what you’re currently paying, you’ll get a full refund of your program fee (the $555.00 fully refunded to you).
Do I still have to pay for ads?
Yes. You are responsible for your own ad spend. We’ll help you plan budgets and optimize campaigns, but ad costs are separate from this program.
What if I’m not running ads right now?
That’s fine! We’ll work with you to launch campaigns from scratch. There wouldn’t be a guarantee, since you’re not paying for appointments right now. You’d get all of the benefits of the program for 90 days, just as we promised. We want to earn your business for the long-term!
What if I don’t show up for the ad review sessions?
The guarantee is only valid if you attend at least 6 ad review sessions during your 90 days. We can’t help optimize your campaigns if you’re not there.
What happens after 90 days?
At the end of the 90 days, you can continue with Agent CRM Pro at the regular monthly rate of $297.00 per month. You’re never locked in, and you can choose to continue only if you see value.
What if I don’t have a current appointment cost?
No problem. If you’re new to ads, we’ll set a clear baseline goal for your campaigns together. The guarantee still applies.
What if I don’t qualify for a refund?
If you don’t meet the participation requirements (like missing ad reviews), the guarantee won’t apply. But you’ll still keep all the benefits of Agent CRM Pro during your 90 days.
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