From new to seasoned agents, we have partnerships tailored for your agency!
Receive all the utensils you need to follow our 12-Week Downloaded Guide.
Access to LGM Insurance CRM
12-Week Guide and Worksheet
Profit per Lead (PPL) Calculator
Profit Forecasting Calculator
Elevate your weekly premiums with our 12-Week Guide Implementation. Weekly strategy calls to implement proven insurance marketing and sales strategies for guaranteed success.
$125/Week - Billed Upfront
Everything in DIY Kit plus...
(9) Strategy Calls to Implement 12-Week Guide
Weekly Reporting Analysis (check out example here)
Optimization Suggestions for Your Lead Providers
Assistance with Marketing & Sales Campaigns
All the features and benefits of the LGM Advanced CRM designed for the growth of the sole proprietor agencies.
$250/Monthly - Billed Annually
1 User
1 LGM Growth Accelerator Call per Month
Plus the rest of the features of LGM Advanced CRM
Unlimited access and All Inclusive Advanced and Premium Features such as advanced reporting, 1v1 training, complete phone system, and strategy calls.
$500 /Monthly - Billed Annually
1st User (minimum of 2 users is required)
Full CRM Setup & Pipeline
Unlimited Voice and Text
Complete Phone System
Use your existing Phone Numbers
New Direct Numbers (DID)
Inbound Ring Groups
Call Recording
Personalized Website - A2P Compliant
Stock Marketing Campaigns (Ready to Use CRM)
Lead Provider Integrations
Sales Pipeline
Calendars & Appointment Scheduling
Unlimited LGM CRM System Support
Advanced Proprietary Insurance Dashboards
LGM Growth Accelerator Calls
Lead Provider Management
Reporting Management
Rapidly Launch New Marketing/Sales Campaigns
Lowest user cost in the industry. Includes a complete phone system with phone numbers, unlimited calls, unlimited text, and unlimited support.
All Inclusive - No Usage Cost
Inbound Ring Groups
Best for List Dialing from LGM Advanced CRM
Call Handling
Number Pools (Lead Generation)
* Over 10 Users - Customized Discounted Pricing
When you must use your existing phone system - Note: Advanced CRM requires LGM SMS system.
Pay For Usage
Voice and Text
Use your existing Phone Numbers
New Direct Numbers (DID)
Inbound Ring Groups
Workflow Premium Actions
Inbound Webhooks
ChatGPT Integration
Don't have time or the manpower to manage your LGM Advanced CRM? Contact us. We'll do it all for you!
New Campaign Workflow Build Outs
3rd Party Integrations
Complete Phone System Setup
Lead Generation Management
Call Marketers
We analyze your CRM data and provide insightful reports and dashboards for action.
$200 /Monthly - Billed Annually
LGM Proprietary Insurance Reporting Dashboard
Manual upload your data from any CRM
Unlimited Lead Provider Analysis
One 30 minute setup and training call
We’ll dive into your agency’s marketing and sales strategies, pinpoint successes, and highlight areas needing improvement. Discover actionable tips to increase your premium and leverage our 12-week guide and automation tools. Book now for an insightful analysis!
Optimization Suggestions for Your Lead Providers
Assistance with launching Marketing & Sales Campaigns
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